Welcome page Returning Candidate? Log in Alternative Investments Research Analyst Job Locations US-TX-Austin | US-CO-Lone Tree | US-NY-New York Requisition ID 2024-106162 Posted Date 1 day ago(1/8/2025 12:50 PM) Category Investment Research & Management Salary Range USD $81800.00 - $167200.00 / Year Application deadline 1/13/2025 Position Type Full time 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.

 

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 requiredStrong Excel and PowerPoint skillsStrong verbal and written communication skills

Preferred Qualifications: 

MBA or other advanced degree in finance a plusCFA or CAIA, or progress towards, a plusKnowledge of private investments benchmarks and databases is a plusKnowledge of hedge fund benchmarks and databases is a plusSeries 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. 

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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.   Application FAQs

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