Senior Investment Due Diligence Analyst
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 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
What you are good at
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.
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.