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.
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the core needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. As of December 31, 2024, SAM managed over $1.2 trillion, with almost $600 billion in index strategies.
The Credit Portfolio Manager position will be based in Westlake, TX (Dallas-Fort Worth) or Lone Tree, CO (Denver), reporting to the Head of Investment Grade Credit Portfolio Management. The candidate will regularly interact with members of our team across offices in San Francisco, Denver, Chicago, Jersey City, Westlake, and Naples, FL. The position will follow Schwab’s corporate Workplace Flexibility Policy, which currently requires a minimum of three days per week in the office.
Key responsibilities include:
Monitor and manage fixed income mutual funds and ETFs, including modeling trades daily and for month-end rebalances to ensure they align with investment strategies and guidelines.Continuously refine portfolio construction techniques and enhance existing fixed income strategies by collaborating with traders, quantitative analysts, and other investment professionalsDrive innovation and optimize investment processes by leveraging technology, automation, and advanced programming skills Integrate and improve the portfolio optimization framework, working closely and step-by-step with technologists for further advancementsEngage with corporate bonds portfolio management team to deliver benchmark & portfolio surveillance to identify market opportunitiesEffectively make corporate action decisions and manage portfolios for tax efficiencyMaintain strong rapport with capital markets team, market makers, and various counterpartiesPresent and discuss market updates and opinions across broader investment teams What you have We are seeking a candidate that is passionate about investing and the global capital markets with strong quantitative and technical aptitude, including a degree in the following or related areas of study:Statistics, Economics, Finance, Mathematics / Computational Finance, Operations Research, Computer Science and/or Data Analytics / Science. Candidates with general business or other degrees and demonstrated quantitative experience and expertise may also be considered.Progress toward or possession of CFA credential is preferredOver 5 years of experience in Fixed Income portfolio management Knowledge of public fixed income markets, including credit, interest rates, and structured finance Advanced programming experience (Python, R, and/or other) and data science skillsetDemonstrated experience integrating technology into investment decision-making that elevates our investment processEffective communicator, both written and verbal, with strong organizational and time-management skillsProven ability to work effectively in a team-oriented setting and manage multiple tasks simultaneously Detail-oriented; must possess the ability to produce accurate results within tight time constraintsFamiliarity with fixed income applications including Aladdin, Bloomberg, and Tradeweb and/or other EMS/OMSStrong technical, analytical, and problem-solving skills, with attention to detail in a fast-paced environmentIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
Software Powered by iCIMS
www.icims.com