What are the responsibilities and job description for the Director, Investment Manager Research position at Charles Schwab?
Your Opportunity
Schwab Asset Management (SAM) seeks to recruit an experienced investment professional to serve as a Director, Senior Analyst on the Investment Manager Research team, based in the Denver office.
What you are good at
This Director, Senior Analyst will have primary ownership of the U.S. equity manager universe and lead research activities for all externally-managed or sub-advised U.S. equity strategies. This role will be responsible for existing external managers, identify and select new managers, maintain up to date knowledge of the investment landscape, and support ongoing monitoring and reporting as the need arises. This senior analyst will employ a high level of judgment to evaluate investment managers on both qualitative and quantitative factors and present robust analysis to investment committees to achieve broad support for the recommendation. This requires a high level of interaction with senior members of the investment team and other internal partners. In addition, the analyst will develop positive relationships with external managers allowing for continuous input and opinions on markets and positioning.
Additionally, this position will significantly contribute to investment debate, provide ideas for portfolio opportunities and positioning, and broadly contribute to nearly all aspects of the investment management process. The role will also contribute to investment board and committee-level presentations as part of the firm's governance process. The Director, senior analyst will also have managerial responsibility for another team member(s) conducting U.S. Equity manager research.
The coverage universe includes mutual funds, separate accounts, collective investment trusts and ETFs for approximately $90 billion in multi-asset portfolios.
What you have
Prefer 10 to 15 years' experience, preferably in the role of a manager research analyst with deep expertise of U.S. equity markets and investment managers. Strong written/verbal communication skills required. Advanced degree or participation in CFA program or willingness to do so preferred. Willingness to travel. Required to multi-task and meet multiple goals with limited oversight.
Colorado Compensation
Target Total Compensation – 139,200-278,300
Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
