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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 haveRequired 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 skillsPreferred 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 necessaryIn 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job