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International Equity Senior Research Analyst - Investment Manager Research

AT Charles Schwab
Charles Schwab

International Equity Senior Research Analyst - Investment Manager Research

Lone Tree, CO

Salary: USD $87,800 - $180,000 / Year

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.

Charles Schwab Asset Management (SAM) is the asset management affiliate of the Charles Schwab Corporation. We manage active and index strategies as well as fund of funds, sub‐advised funds, and separately managed account. The organization strives to deliver high quality investment management services to ensure its products meet their objectives and deliver value to clients.

Charles Schwab Investment Management (CSIM) seeks to recruit an experienced investment professional to serve as a senior analyst on the Investment Manager Research team, based in the Denver office.

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This Senior Analyst will have primary ownership of the international equity manager universe and lead research activities for all externally-managed or sub-advised international 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 senior analyst will have managerial responsibility for other team member(s) conducting international equity manager research.

The coverage universe includes mutual funds, separate accounts, collective investment trusts and ETFs for approximately $160 billion in multi-asset portfolios.

What you have

Required Qualifications:

  • 8 to 10 years' experience, preferably in the role of a manager research analyst with deep expertise of international equity markets and investment managers
  • Strong written/verbal communication skills required
  • Advanced degree or participation in CFA program or willingness to do so
  • Willingness to travel
  • Required to multi-task and meet multiple goals with limited oversight
  • Experience with FactSet, Morningstar, Microsoft Suite

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

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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

Client-provided location(s): Lone Tree, CO, USA
Job ID: CharlesSchwab-2024-104017
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program