Associate Portfolio Manager Money Market Strategies

Charles Schwab; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation and sabbatical after years of

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Associate Portfolio Manager to partner with portfolio managers in evaluating investment strategies, identifying trade opportunities, and monitoring short-term market dynamics. The role emphasizes applying regulatory requirements, problem solving, and quantitative analysis in a fast-paced environment.

The position is based in San Francisco, CA, on-site, with opportunities to contribute across the Money Fund Strategies team and Schwab Asset Management.

Qualifications

• Ability to apply market analysis to evolving short-term conditions
• Ability to evaluate opportunities and support trade execution within regulatory requirements
• Demonstrated initiative to automate and scale investment processes
• Strong quantitative and technical aptitude for data interpretation and high-quality work

Responsibilities

• Evaluate investment strategies with portfolio managers and identify trade opportunities
• Monitor short-term market dynamics and regulatory/compliance requirements
• Collaborate across teams to improve investment processes and automation
• Communicate market insights to stakeholders and clients

Skills

Market analysis

Trade execution support

Problem solving

Data interpretation

Communication

Attention to detail

Time management

Education

Bachelor's degree in quantitative field

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab Asset Management delivers competitively priced investment strategies designed around the needs of investors and the financial professionals who serve them. Within the Money Fund Strategies team, you will help manage and oversee money market funds, an ultra-short exchange-traded fund, and private liquidity vehicles.

As an Associate Portfolio Manager, you will partner with portfolio managers to evaluate investment strategies, identify and execute trade opportunities, monitor short-term market dynamics, and apply regulatory and compliance requirements. Your problem solving, market analysis, and decision making will contribute to disciplined investment outcomes in a fast-paced environment.

You will also collaborate across the organization to improve investment processes, advance automation and scale, and communicate market insights. This role is based in San Francisco, CA, or Lone Tree, CO.

What you have

Required qualifications

• Ability to apply market analysis, critical thinking, and sound decision making to evolving short-term market conditions
• Ability to evaluate investment opportunities and support trade execution within established regulatory and compliance requirements
• Demonstrated problem solving skills and initiative to improve, automate, and scale investment processes
• Strong quantitative and technical aptitude with the ability to interpret data and produce accurate, high-quality work
• Ability to collaborate across teams, communicate complex information clearly, and adapt to changing priorities
• Strong attention to detail, organization, and time management in a fast-paced environment
• Bachelor's degree in statistics, economics, finance, mathematics, computational finance, operations research, computer science, data analytics, data science, or a related quantitative discipline

Preferred qualifications

• 2+ years of financial markets experience
• CFA designation and/or MBA
• Experience with fixed income, investment management, liquidity management, or short-term markets
• Experience creating charts, presentations, and data-driven materials for investment committees or business meetings
• Intellectual curiosity and an interest in investment research, market developments, and continuous learning

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance