Salary: USD $81,800 - $167,200 / Year
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.
The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. (CS&Co).
Schwab clients hold alternative investments spread across privately and publicly registered funds. As more and more clients incorporate alternative investments into their portfolios, we see an opportunity to expand the set of alternative products and funds from which they can choose.
The SCFR Alternative Investments Research team stands at the crossroads of that opportunity. Collaborating with the Alternative Investment Consultants, and Alternative Investments Offers and Solutions group, the Alternative Investments Research team is responsible for sourcing best-of-breed funds from across the alternatives universe (hedge funds, private equity, private debt, and private real estate) for inclusion on Schwab's Retail Alternative Investments platform.
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The Alternative Investments Research Analyst will assist the Senior Alternative Investments Research Analysts with both the quantitative and qualitative aspects of fund searches and ongoing investment due diligence of alternative investment funds.
The role will be responsible for supporting both the quantitative and qualitative portions of a fund search and ongoing investment due diligence, as well as helping to write investment memos.
In addition, the analyst will assist with the researching, and writing, of white papers and other research related to alternative investments.
What you have
Required Qualifications:
- 3+ years of alternative fund manager investment due diligence experience (private equity, private credit, real estate and/or hedge funds)
- BA/BS degree required
- Strong Excel and PowerPoint skills
- Strong verbal and written communication skills
Preferred Qualifications:
- MBA or other advanced degree in finance a plus
- CFA or CAIA, or progress towards, a plus
- Knowledge of private investments benchmarks and databases is a plus
- Knowledge of hedge fund benchmarks and databases is a plus
- Series 7 license to be obtained after employment, if necessary
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