Associate Portfolio Manager Money Market 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 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).
Schwab Asset Management delivers competitively priced investment strategies designed around the needs of investors and the financial professionals who serve them. Within the Money Fund Strategies team, you will help manage and oversee money market funds, an ultra-short exchange-traded fund, and private liquidity vehicles.
As an Associate Portfolio Manager, you will partner with portfolio managers to evaluate investment strategies, identify and execute trade opportunities, monitor short-term market dynamics, and apply regulatory and compliance requirements. Your problem solving, market analysis, and decision making will contribute to disciplined investment outcomes in a fast-paced environment.
You will also collaborate across the organization to improve investment processes, advance automation and scale, and communicate market insights. This role is based in San Francisco, CA, or Lone Tree, CO.
What you have
Required qualifications
- Ability to apply market analysis, critical thinking, and sound decision making to evolving short-term market conditions
- Ability to evaluate investment opportunities and support trade execution within established regulatory and compliance requirements
- Demonstrated problem solving skills and initiative to improve, automate, and scale investment processes
- Strong quantitative and technical aptitude with the ability to interpret data and produce accurate, high-quality work
- Ability to collaborate across teams, communicate complex information clearly, and adapt to changing priorities
- Strong attention to detail, organization, and time management in a fast-paced environment
- Bachelor's degree in statistics, economics, finance, mathematics, computational finance, operations research, computer science, data analytics, data science, or a related quantitative discipline
Preferred qualifications
- 2+ years of financial markets experience
- CFA designation and/or MBA
- Experience with fixed income, investment management, liquidity management, or short-term markets
- Experience creating charts, presentations, and data-driven materials for investment committees or business meetings
- Intellectual curiosity and an interest in investment research, market developments, and continuous learning
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
- Ability to apply market analysis, critical thinking, and sound decision making to evolving short-term market conditions
- Ability to evaluate investment opportunities and support trade execution within established regulatory and compliance requirements
- Demonstrated problem solving skills and initiative to improve, automate, and scale investment processes
- Strong quantitative and technical aptitude with the ability to interpret data and produce accurate, high-quality work
- Ability to collaborate across teams, communicate complex information clearly, and adapt to changing priorities
- Strong attention to detail, organization, and time management in a fast-paced environment
- Bachelor's degree in statistics, economics, finance, mathematics, computational finance, operations research, computer science, data analytics, data science, or a related quantitative discipline
Preferred qualifications
- 2+ years of financial markets experience
- CFA designation and/or MBA
- Experience with fixed income, investment management, liquidity management, or short-term markets
- Experience creating charts, presentations, and data-driven materials for investment committees or business meetings
- Intellectual curiosity and an interest in investment research, market developments, and continuous learning
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.