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Senior Alternative Investment Analyst - job 2 of 2

Your opportunityAt 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 hedge fund 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 haveRequired Qualifications• 7-10+ years of hedge fund investment due diligence experience• BA/BS degree required• Knowledge of hedge fund 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)Preferred Qualifications• Background in private equity, private credit and/or private real estate investment due diligence is a plus• MBA or other advanced degree in finance a plus• CFA or CAIA, or progress towards, highly desirable• Knowledge of private investments benchmarks and databases a plusIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt 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 plan• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions• Paid parental leave and family building benefits• Tuition reimbursement• Health, dental, and vision insurance

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What You Should Know About Senior Alternative Investment Analyst, Charles Schwab

If you’re ready to take the next step in your career as a Senior Alternative Investment Analyst at Schwab in Lone Tree, CO, then we have an exciting opportunity for you! At Schwab, we are all about innovative thinking and transforming the finance industry by challenging the status quo. In this role, you’ll dive into the dynamic world of alternative investments, working closely with the Schwab Center for Financial Research (SCFR). You will leverage your 7-10+ years of hedge fund investment due diligence experience to analyze a robust universe of hedge funds, leading the manager search from initial screening to final committee approval. Not only will you take ownership of due diligence efforts, but you will also collaborate with various teams to identify areas of focus for manager search processes. Mentorship is also part of your role, as you guide and nurture other analysts. If you enjoy making a substantial impact while working in a supportive and collaborative environment, Schwab may just be the perfect place for you. With a commitment to your personal and professional growth, competitive benefits, hybrid work flexibility, and a culture that values innovation, Schwab is where your financial acumen and passion can truly thrive!

Frequently Asked Questions (FAQs) for Senior Alternative Investment Analyst Role at Charles Schwab

What are the key responsibilities of a Senior Alternative Investment Analyst at Schwab?

As a Senior Alternative Investment Analyst at Schwab, key responsibilities include leading the manager search process for hedge funds, overseeing investment due diligence, and collaborating with other teams to identify areas of focus. You will become the subject matter expert in hedge funds and guide the analysis and selection of alternative investments for Schwab clients.