Portfolio Manager, International Equity Index Strategies
Your Opportunity
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 tog
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced Exchange Traded Funds (ETFs), mutual funds and separately managed account strategies designed to serve the core needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. As of December 31, 2024, SAM managed over $1.2 trillion.
SAM is seeking an experienced investment professional to serve as a Portfolio Manager for our international equity ETFs and index mutual funds.
Key Responsibilities for this role include:
- Efficiently perform portfolio management tasks to meet investment objective for assigned portfolios, including cash management, trade analysis and implementation, rebalancing, and handling client flows.
- Understand and navigate the trade-offs required to track index benchmarks including factors determining appropriate cash levels, corporate actions implementation, security mis-weights, hedging instruments, and optimization techniques.
- Develop and execute strategies to replicate the performance of global market indices, ensuring adherence to investment guidelines and regulatory constraints.
- Monitor risk exposure of portfolios and assess impact or action required. Ability to timely identify and address risk issues in collaboration with other portfolio managers and strategic partners.
- Follow investment and operational processes consistently. Evolve the investment process to drive scale, reduce risk, and improve investment performance.
- Perform performance attribution analysis to evaluate and explain excess returns of portfolios versus respective benchmarks.
What you have
Required qualifications:
- 7+ years of investment management experience
- Bachelor’s degree in quantitative filed required
- Strong Excel, Bloomberg, analytical and problem-solving skills
Preferred qualifications:
- International equity index portfolio management experience strongly desired
- Aladdin platform experience
- CFA and/or MBA preferred
- Resourceful, proactive, self-motivated with outstanding attention to detail
- Ability to collaborate with other portfolio managers, multi-task, prioritize and navigate a fast-paced environment
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
What you are good at
What you have
Required qualifications:
- 7+ years of investment management experience
- Bachelor’s degree in quantitative filed required
- Strong Excel, Bloomberg, analytical and problem-solving skills
Preferred qualifications:
- International equity index portfolio management experience strongly desired
- Aladdin platform experience
- CFA and/or MBA preferred
- Resourceful, proactive, self-motivated with outstanding attention to detail
- Ability to collaborate with other portfolio managers, multi-task, prioritize and navigate a fast-paced environment
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.