Job Description
Boston, MA
Requisition ID 2025-110279
Category Investment Management
Position type Regular
Pay range USD $103,500.00 - $230,000.00 / Year
Application deadline 2025-06-09
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
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 firm’s commitment to providing client-centric solutions that help Schwab clients achieve their financial goals.
SAM is seeking a Junior Fundamental Equity Research Analyst who has prior experience covering healthcare. The analyst will join a collaborative team to assist in our 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 the healthcare sector, develop insights into portfolio holdings as well as uncover new opportunities within the sector
- Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas
- Assist the research team in ad hoc projects, research administration, and systems
- Support client services and sales teams’ inquiries
What you have
Required Qualifications
- 3+ years of relevant experience covering healthcare with a buy-side or sell-side firm
- Bachelor’s degree and CFA and/or MBA
- Experience with bottom-up security analysis
- Experience with Bloomberg, Factset, and other related software
Preferred Qualifications
- Solid accounting and financial statement/KPI modeling abilities
- Outstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form
- Quick learner, comfortable dealing with ambiguous, fluid situations
- Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data
- Passion, integrity, creativity, inquisitiveness and self confidence
- The 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 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
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment