Associate Portfolio Manager, Taxable Bond 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 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.
As one of the industry’s largest and most experienced asset managers, Schwab Asset Management (SAM) offers a focused lineup of competitively priced ETFs, mutual funds, and separately managed account strategies (SMAs) designed to meet the core needs of 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, 2025, SAM managed over $1.7 trillion in assets, including nearly $700 billion in index strategies.
SAM is seeking an Associate Portfolio Manager to contribute to the management and oversight of Schwab’s taxable bond index mutual funds and exchange traded funds (ETFs). This role will support day-to-day portfolio management activities across sector-specific and multi-sector strategies and will partner closely with senior portfolio managers, trading, technology, and operations teams.
The position will be based in Westlake, TX (Dallas–Fort Worth), reporting to the Head of Taxable Bond Index Strategies, and will adhere to Schwab’s workplace policy requiring employees to work onsite four days per week.
Key responsibilities for this role include, but are not limited to:
- Assist with day-to-day management and oversight of U.S. Government securities (Treasuries, TIPS, and Agencies), securitized products, and corporate bonds
- Support daily portfolio workflows, cash flows, exception monitoring, and ETF coordination
- Contribute to automation, scale, and process improvement initiatives
- Monitor and share market developments across the fixed income market includingin U.S. government bonds, securitized products, and credit strategiesbond markets
- Partner cross-functionally on accounting, tax, product, and operational topics
- Prepare charts, analysis, and materials for team and leadership meetings
- Support research and implementation efforts for potential new products
What you have
Required Qualifications:
- Bachelor’s or graduate degree in economics, finance, statistics, mathematics, computer science, or a related quantitative field
- 2-5 years of relevant fixed income or investing experience
- Fluency and comfort with technology, including data access and management, and a working knowledge of common programming languages
- Familiarity with index-based fixed income portfolio construction concepts
- Strong analytical, organizational, and communication skills
- Team-oriented mindset with intellectual curiosity and attention to detail
Preferred Qualifications:
- Progress toward the CFA designation
In addition to the salary range, this role is also 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:
- Bachelor’s or graduate degree in economics, finance, statistics, mathematics, computer science, or a related quantitative field
- 2-5 years of relevant fixed income or investing experience
- Fluency and comfort with technology, including data access and management, and a working knowledge of common programming languages
- Familiarity with index-based fixed income portfolio construction concepts
- Strong analytical, organizational, and communication skills
- Team-oriented mindset with intellectual curiosity and attention to detail
Preferred Qualifications:
- Progress toward the CFA designation
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.