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.

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs) and money market funds within Schwab Asset Management (SAM).  The overall SAM team embodies our firms commitment to providing client-centric solutions that help Schwab clients achieve their financial goals.

SAM is seeking a JuniorFundamental Equity Research Analyst who will join a collaborative team to assist in the active, fundamental, bottom-up research process and participate in the management of the ThomasPartners strategies as well as some active equity mutual funds.

Key job responsibilities will include, but not be limited to:

Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areasDevelop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideasAssist the research team in ad hoc projects, research administration, and systemsSupport client services and sales teams inquiriesWhat you have

Required Qualifications

Bachelor’s degree and CFA and/or MBA Ability to work on-site in Boston office3+ years of relevant experience with a buy or sell side firmExperience with bottom-up security analysisExperience with Bloomberg, Factset, and other related software

Preferred Qualifications

Solid accounting and financial statement/KPI modeling abilitiesOutstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written formQuick learner, comfortable dealing with ambiguous, fluid situationsAnalytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous dataPassion, integrity, creativity, inquisitiveness and self confidenceThe candidate should be a self-starter, well organized, and be able to work in a collaborative, team environment

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

What’s in it for you

At 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job