Portfolio Manager, International Equity Index Strategies

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 tog

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced Exchange Traded Funds (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.

SAM is seeking an experienced investment professional to serve as a Portfolio Manager for our international equity ETFs and index mutual funds. 

Key Responsibilities for this role include:

• Efficiently perform portfolio management tasks to meet investment objective for assigned portfolios, including cash management, trade analysis and implementation, rebalancing, and handling client flows.
• Understand and navigate the trade-offs required to track index benchmarks including factors determining appropriate cash levels, corporate actions implementation, security mis-weights, hedging instruments, and optimization techniques.
• Develop and execute strategies to replicate the performance of global market indices, ensuring adherence to investment guidelines and regulatory constraints.
• Monitor risk exposure of portfolios and assesses impact or action required. Ability to timely identify and address risk issues in collaboration with other portfolio managers and strategic partners.
• Follow investment and operational processes consistently. Evolve the investment process to drive scale, reduce risk, and improve investment performance.
• Perform performance attribution analysis to evaluate and explain excess returns of portfolios versus respective benchmarks.

What you have

Required qualifications:

• 7+ years of investment management experience
• Bachelor’s degree in quantitative filed required
• Strong Excel, Bloomberg, analytical and problem-solving skills

Preferred qualifications:

• International equity index portfolio management experience strongly desired
• Aladdin platform experience
• CFA and/or MBA preferred
• Resourceful, proactive, self-motivated with outstanding attention to detail
• Ability to collaborate with other portfolio managers, multi-task, prioritize and navigate a fast-paced environment