Senior Investment Due Diligence Analyst

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Senior Investment Research, Due Diligence Analyst to lead qualitative research and due diligence for mutual funds, ETFs, and separately managed accounts. You will assess investment teams, philosophy, process, and risk, translating complex data into clear insights for Schwab’s investment framework.

The role requires extensive qualitative research experience, strong communication skills, and the ability to collaborate across governance committees and

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.

Responsibilities

• Evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability.
• Develop well-supported conclusions and recommendations from qualitative and quantitative data.
• Collaborate with internal stakeholders, engage investment managers, and translate complex information into actionable insights.
• Manage multiple research priorities and adapt to evolving investment needs.

Skills

Qualitative investment research

Investment due diligence

Manager research

Communication/presentation

Attention to detail

Decision making

Series 7 license readiness

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

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.