Associate Portfolio Manager: Short-Term Markets & Strategy

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

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.