Charles Schwab · 7 hours ago
Senior Analyst, Investment / IM Research
US-TX-Westlake
Full-time
Hybrid
Senior Level
$124K/yr - $134K/yr
7+ years expCharles Schwab is a company dedicated to transforming the finance industry through innovative thought and creative problem solving. The Senior Analyst, Investment / IM Research will lead due diligence on external investment managers, develop quantitative models, and conduct qualitative assessments to inform investment strategies and recommendations.
Financial Services
Responsibilities
Lead due diligence on external investment managers across asset classes (Private Equity, Real Estate, Infrastructure), focusing on underwriting investment strategies, risk-adjusted performance metrics, manager’s ability to create value & market dynamics
Develop & apply proprietary quantitative models to evaluate portfolio exposure, attribution, contribution, ex-ante return expectations, consistency, factor exposures, & downside risk
Conduct qualitative assessments of investment philosophy, organizational stability, & governance structures
Conduct on-site due diligence sessions w/ external managers; select personnel for interviews, conduct interviews, analyze & publish findings in due diligence reports
Partner w/ Quantitative Investment Research & Product Management to align manager selection w/ firm-wide strategy & client mandates
Coordinate w/ Operational Due Diligence to evaluate non-investment risks, inc’l compliance, legal, & tax
Advise on positioning investment products
SME for Private Equity & Private Real estate
Analyze emerging investment trends, regulatory changes, & macroeconomic conditions to inform strategy
Develop proprietary frameworks for manager evaluation w/in defined alternative assets class & subclasses
Prepare reports, investment memorandum & presentations for investment committees, synthesize complex data into actionable recommendations
Present research findings & recommendations to stakeholders
Evaluate approved investment managers to ensure adherence to stated strategies & risk parameters
Review performance attribution, portfolio positioning, & compliance w/ investment guidelines
Evaluate complex quantitative models & qualitative factors to benchmark investment managers’ performance & operational soundness against peers & underwriting expectations
Review organizational structure, compliance programs, & operational infrastructure
Integrate data, inc’l financial statements, quarterly reports & publicly available data to determine qualitative risks related to approved managers
Monitor ownership, key personnel, or service providers that could affect operational stability Identify potential red flags or deviations that could impact client portfolios
Organize & participate in meetings w/ investment managers to discuss findings & updates
Prepare periodic due diligence reports for internal committees
Monitor global economic trends, regulatory changes, & emerging investment strategies that could impact Schwab’s alternative portfolios
Collaborate w/ the Operational Due Diligence team to assess non-investment risks inc’l governance, compliance, legal & tax
Coordinate follow-up actions w/ the Product team when necessary
Request remediation plans from managers
Document & propose the removal of external investment managers when specific conditions are met
Qualification
Required
Bachelor's in Business Administration, Economics, or a related field
84 months of progressive, post-Bachelor's experience in a related occupation
Experience sourcing alternative investment opportunities and conducting all stages of investment due diligence targeting Private Equity, Real estate and Infrastructure
Experience with investment compliance requirements, tax legislation, and structuring
Experience collecting and interpreting accounting, tax and financial market information to produce accurate quantitative financial models, insightful competitive analysis, and research recommendations
Applied mathematics pertaining to Private Equity investment due diligence including, probability theory and statistics, optimization techniques, and numerical methods with focus on Monte Carlo simulations and finite difference methods
Benefits
401(k) w/ company match
Employee stock purchase plan
Paid vacation
Volunteering
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
Hybrid/remote work schedule available for eligible positions (subject to Schwab’s internal approach to workplace flexibility)
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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2025-09-28
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