Sr. Alternative Investment Research Analyst

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 Investment Offers and Solutions Group and the Alternative Investment Consultants, the Alternative Investments Research team is responsible for sourcing funds from across the alternatives universe (hedge funds, private equity, private debt, and private real estate) for inclusion on Schwab’s Alternative Investments Select platform.

The Senior Alternative Investments Research Analyst will have ownership of the private credit universe and will lead our manager search and manager investment due diligence efforts, as well as being the subject matter expert in that space.

The role will be responsible for working with the Investment Offers and Solutions group to determine the areas of focus for manager search. 

The Senior Alternative Investments Research Analyst will lead the manager search process from initial screening through final committee approval.  The Senior Alternative Investments Research Analyst will also be responsible for working with the Operational Due Diligence team during the search process.

Once onboarded, the Senior Alternative Investments Research Analyst will be responsible for leading ongoing manager investment due diligence and working with the Operational Due Diligence team on ongoing operational due diligence efforts.

The Senior Alternative Investments Research Analyst will also be responsible for mentoring other analysts.

What you have

• 7-10+ years of private credit investment due diligence experience
• Background in private equity, real assets and/or hedge fund investment due diligence is a plus
• BA/BS degree required
• MBA or other advanced degree in finance a plus
• CFA or CAIA, or progress towards, highly desirable
• Knowledge of private credit benchmarks and databases
• Strong Excel and PowerPoint skills
• Strong verbal and written communication skills
• Series 7 license required (Willing to consider COE depending on level of experience)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.