Overview Associate Portfolio Manager at Charles Schwab. This role supports the management and oversight of government securities and securitized products within Schwab Asset Management's index funds. The successful candidate will contribute to the investment process, automation, and collaboration across partner organizations. The position adheres to Schwab’s workplace policy, requiring employees to work in the office three days per week currently, increasing to four days per week starting March 2026. The role is based at Schwab’s corporate headquarters in Westlake, TX (Dallas-Fort Worth). Key Responsibilities Day-to-day responsibility assisting with management and oversight of taxable bond funds and ETFs with specific sector responsibility for government securities (Treasuries, TIPS, Agency notes) and securitized products (MBS, CMBS, ABS) in an automated and fast-paced environment Contribute to scale, efficiency, and automation by continually questioning existing investment processes and seeking new methods and processes to meet investment goals Proactively follow and share market and industry developments and research themes; contribute to thought leadership across the Taxable Bond team and all CSIM Fixed Income; demonstrate investing acumen in all areas of the investment landscape, including active strategies Monitor, educate internally, and respond to evolving market structures of government bond and securitized bond trading Regularly contribute to the creation and maintenance of charts, graphs, presentation materials and related data for team and department meetings Ad-hoc contributions to topics involving teams across SAM including researching items related to accounting, income accrual, and tax considerations, among others What you have About Passion for investing and global capital markets with strong quantitative and technical aptitude; undergraduate or graduate degree in Statistics, Economics, Finance, Mathematics/Computational Finance, Operations Research, Computer Science, or Data Analytics/Science Candidates with general business or other degrees and demonstrated quantitative experience may be considered Chartered Financial Analyst designation is preferred Two to five years of experience Additional Candidate Expectations Experience using optimization tools and processes, multi-factor risk modeling, and techniques related to statistical modeling of complex data sets; working knowledge of various programming languages Team player mindset with ability to collaborate across the organization; natural curiosity, problem solving, critical thinking, creativity, and a passion for learning and innovating Effective written and verbal communicator with strong organizational and time-management skills; detail-oriented and able to work efficiently under tight time constraints What’s in it for you We offer a competitive benefits package that supports current and future needs, including: 401(k) with company match and Employee stock purchase plan; paid time off for vacation, volunteering, and a sabbatical after every five years of service for eligible positions; paid parental leave and family-building benefits; tuition reimbursement; health, dental, and vision insurance. Schwab emphasizes a purpose-driven, supportive culture and a hybrid work approach that balances flexibility with in-person collaboration. Seniority level Entry level Employment type Full-time Job function Finance and Sales

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