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Charles Schwab Sr. Quantitative Equity Portfolio Manager in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Axle J Marcoline


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $380 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The Schwab Active Equity Team currently manages over $7 billion in US and non-US strategies.

What you’ll do:

The Senior Quantitative Portfolio Manager is responsible for all aspects of managing the funds on a day-to-day basis. This includes, but is not limited to: portfolio implementation, risk management, holdings monitoring, and trade analysis. In addition the portfolio manager is expected to provide research feedback and have a strong understanding of financial markets. Lastly, the Senior Quantitative Portfolio Manager is expected to play a leading role within the team and be able to interact with senior management as well as clients.

Key Relationships:

  • Reports to: Jonas Svallin, Head of Schwab Active Equity

  • Other key relationships: Portfolio Managers, Researchers, Investment Risk Group, and Equity Traders


  • Work with leading-edge portfolio construction technology and optimization techniques to construct portfolios and analyze proposed investment strategies

  • Interpret attribution results for both portfolios and stock selection strategies. Assist with enhancement of in-house attribution systems

  • Research implementation techniques and conduct trade cost analysis

  • Participate in stock selection research and propose new concepts

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you have:

  • Bachelor’s degree required

  • A Master’s degree or PhD in Finance, Statistics, Economics, Computer Science or a quantitative field a plus.

  • A minimum of 10 years of quantitative equity portfolio management and/or research experience

  • Strong understanding of practical methods for quantitative investing including portfolio construction, optimization, multi-factor risk models, back testing, and scenario analysis

  • Fluency in R, S+, Python, Axioma, Barra, and FactSet will lessen the learning curve

The Senior Quantitative Portfolio Manager thrives in an entrepreneurial team environment and should be passionate about working at the intersection of finance and technology. The successful candidate easily and effectively collaborates with fellow investment professionals. This key team member has outstanding communication and presentation skills and the ability to discuss and explain complex financial and mathematical concepts verbally and in written form.

What you’ll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/%22 .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

Job Specifications

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Investment Management - 6+ yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Investment Management & Research

Activation Date: Monday, April 15, 2019

Expiration Date: Thursday, April 18, 2019

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