Senior Investment Due Diligence Analyst

Charles Schwab; Lone Tree (CO); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Job summary

Charles Schwab seeks a Senior Investment Research, Due Diligence Analyst to lead qualitative and quantitative research on mutual funds, ETFs, and separately managed accounts. You will evaluate teams, philosophy, risk and performance, and translate findings into clear conclusions for Schwab platforms and governance bodies.

You will collaborate with internal stakeholders, manage multiple priorities, and present research findings through memos and presentations, with attention to detail and strong

Qualifications

• Bachelor's degree required; advanced degree preferred.
• Experience in qualitative investment research, manager research or due diligence for SMAs, mutual funds and ETFs.
• Ability to evaluate teams, philosophy, process, portfolio construction, performance and risk.
• Strong analytical thinking and decision-making; synthesize quantitative & qualitative data.
• Clear communication of research, memos, presentations and committee materials.
• Detail-oriented with good judgment; manage multiple priorities with deadlines.
• Proficiency in Excel & PowerPoint; Series 7 license or willingness to obtain.

Responsibilities

• Lead primary research for assigned investment strategies and funds.
• Evaluate investment teams, philosophy, process, and organizational stability.
• Translate complex data into clear, actionable insights for stakeholders.
• Collaborate with internal teams and governance committees on research.
• Support evolving investment needs and prioritize multiple research projects.

Skills

Qualitative research

Manager research

Investment due diligence

Analytical thinking

Communication skills

Attention to detail

Time management

Microsoft Excel

Microsoft PowerPoint

Series 7

Education

Bachelor's degree

MBA or advanced degree

CFA designation or progress toward CFA

Tools

Morningstar Direct

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).

The Schwab Center for Financial Research provides research, market insight, and practical guidance that helps investors and advisors make more informed investment decisions. As a Senior Investment Research, Due Diligence Analyst on the Investment Manager Research team, you will take primary research responsibilities for assigned investment strategies, conducting qualitative research and ongoing due diligence for mutual funds, exchange-traded funds, and separately managed account strategies used across Schwab investment platforms and research lists.

You will evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability to develop well-supported research conclusions and recommendations. Through analytical thinking, sound decision making, and thoughtful problem solving, you will identify meaningful risks, differentiators, and changes that may affect an investment strategy. Your impact will extend across investment working groups and governance committees as you collaborate with internal stakeholders, engage investment managers, and translate complex quantitative and qualitative information into clear, actionable insights. Adaptability, attention to detail, and strong communication will be essential as you manage multiple research priorities and contribute to evolving investment needs.

What you have

Required Qualifications

• Bachelors degree.
• Extensive experience in qualitative investment research, manager research, or investment due diligence involving separately managed accounts, mutual funds, and ETFs.
• Ability to evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability.
• Analytical thinking and decision making skills, with the ability to synthesize quantitative and qualitative information into well-supported investment conclusions.
• Communication and presentation skills demonstrated through research memos, presentations, committee materials, and recommendations to internal stakeholders.
• Attention to detail and sound judgment when completing investment research and documentation.
• Ability to manage multiple priorities, meet deadlines, and build collaborative relationships within a research environment.
• Proficiency with Microsoft Excel and Microsoft PowerPoint.
• Series 7 license or willingness to obtain the license within the first 6 months of employment.

Preferred Qualifications

• MBA or other advanced degree in finance.
• CFA designation or progress toward the CFA designation.
• Experience using Morningstar Direct.
• Experience evaluating Alternative Investments.
• Adaptability when responding to changes in investment strategies, organizations, personnel, market conditions, and research priorities.

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