Quantitative Research Analyst - San Francisco - Charles Schwab

    Charles Schwab
    Charles Schwab San Francisco

    1 day ago

    Charles Schwab background
    Full time
    Description

    Your Opportunity

    At Charles 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 are looking for a Quantitative Research Analyst to join Charles Schwab Asset Management's (SAM) multi-asset investment research team, which is responsible for strategic asset allocation research, model portfolio design, and multi-asset advice used throughout the firm – across retail B/D, wealth, advisor, and institutional channels.

    The Multi-Asset Research team is part of SAM's Quantitative Innovation team, which provides similar research support for SAM equity and fixed-income offerings, including Charles Schwab Personalized Indexing (the firm's direct indexing offer) and Thematic Investing.

    Key Responsibilities:

    • Conducting investment and portfolio construction research across a wide range of asset classes including equities, fixed income, real assets, and alternatives.
    • Developing and maintaining quantitative investment processes and models: from researching and exploring large financial and market data sets, to developing mathematical models and writing clean, maintainable, robust code.
    • Balancing quantitative rigor with academic theory and qualitative input.
    • Assisting with the formulation and development of research point-of-views, thought leadership, and timely articles and whitepapers on multi-asset portfolio construction topics.
    • Collaborating closely with team members within the Multi-Asset and Quantitative Innovation team, as well as portfolio managers and colleagues on product, technology, and sales teams.
    • Performing complex quantitative investment research and then communicating to a less technical audience.

    What You Have

    Required Qualifications

    • Bachelor's required
    • 2+ years investment research or investment management experience; understanding of investment modeling, capital market assumptions, and portfolio optimization theory; familiarity with different asset classes, investment styles, and investment vehicles.
    • Advanced training in Economics, Financial Mathematics, Statistics, Operations Research, Computer Science, or another highly quantitative field

    Preferred Qualifications

    • Masters or PhD preferred
    • CFA designation or progress towards designation
    • Excellent analytical and technical programming skills (e.g., Python, R, MATLAB); comfortable querying, transforming, and analyzing large complex market datasets; ability to think outside of box and make good decisions when faced with complex or ambiguous data.
    • Intellectual curiosity and strong problem-solving and critical thinking skills.
    • Familiarity with market data vendors (e.g., Bloomberg, Morningstar, FactSet) and portfolio analysis, risk, and optimization tools and platforms (e.g., Barra, Aladdin, Axioma, Gurobi).
    • High degree of accuracy, attention to detail, and the ability to self-audit own work.
    • Strong teamwork, organization, and time management skills.
    • Strong oral and written communication skills.

    #campus

    Why Work for Us?

    Own Your Tomorrow embodies everything we do. We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

    Benefits:

    A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home — today and in the future.

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