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Managed Account Research Analyst (San Francisco, CA)

Whether you want to work face-to-face with customers or are drawn to opportunities behind the scenes, know that everybody who works at Schwab plays a vital role in offering our clients a range of valuable and ethical financial services. If you share our enthusiasm for providing the tools, resources and guidance that can help them achieve their financial goals, there's a place for you at Schwab.

Overview:

The Schwab Center for Financial Research is a dedicated group of approximately 40 investment professionals with backgrounds in financial research. This group conducts quantitative and qualitative research in asset allocation, financial planning, security valuation and manager selection. The Schwab Center for Financial Research is responsible for such products as Schwab Equity Ratings and the management of Schwab Managed Portfolios.

The Mutual Fund Research Group within the Schwab Center for Financial Research provides Schwab clients and the brokers who serve them with world-class mutual fund research and recommendations. This group is responsible for quantitatively evaluating the entire universe of mutual funds and qualitatively selecting the best available funds for such products as the Mutual Fund OneSource Select List and Schwab Managed Portfolios, as well as evaluating managers of separate accounts.

Description:

The responsibilities of this role are to conduct and implement quantitative asset manager research and an effort to improve the quality of Schwab's separate account manager recommendations. This involves helping to build Schwab's quantitative manager evaluation system and conducting original research into those factors that identify managers with exceptional future performance prospects. There will also be opportunities for writing and assisting with articles and making internal presentations.

Qualifications:

A bachelor's degree in Finance, Economics or a related field is required; an advanced degree, particularly the CFA designation, and relevant work experience are both a plus. The successful candidate will have a good understanding of managed accounts and modern portfolio theory. Excellent quantitative and analytical skills are essential. Experience with SAS and Excel are extremely important, as are comfort with Word, Outlook and PowerPoint. Experience with other software, such as Excel VBA, Matlab, Morningstar/Ibbotson, Thomson Portfolio Analytics/Vestek, etc., is helpful.

  • Quantitative and computer skills: The ability to work with large sets of data using powerful software in order to produce meaningful results.
  • Analytical skills: The ability to examine the output of quantitative work and understand the relationships between various elements at a deep level. This is the insight of the "how" and "why" of quantitative relationships.
  • Communication and interpersonal skills: The ability to explain the results of analysis, both in writing and in speaking. This includes the ability to work in a group, sharing and productively critiquing ideas.

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