Fundamental Equity Analyst

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.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

As a Fundamental Equity Analyst, you will join an experienced and highly collaborative investment team focused on delivering differentiated research insights and supporting the management of ThomasPartners investment strategies and Schwab active equity mutual funds. In this role, you will conduct rigorous fundamental, bottom-up equity research to evaluate current and prospective portfolio holdings, develop investment recommendations, and uncover opportunities across assigned sectors and industries.

Success in this role requires strong analytical thinking, sound judgment, and the ability to translate complex financial information into actionable investment insights. You will build and maintain detailed company forecasts, assess industry and business drivers, evaluate valuation assumptions, and develop price targets that support portfolio decision-making. Working closely with investment professionals across the team, you will contribute to research initiatives, support investment-related projects, and help drive continuous improvement in research processes and systems.

This role also offers the opportunity to collaborate with client service and distribution partners by helping communicate investment perspectives and responding to inquiries. The ideal candidate is intellectually curious, adaptable, and motivated by solving complex problems in dynamic market environments. You will have the opportunity to strengthen your research expertise, broaden your industry knowledge, and make a meaningful impact on investment outcomes while working within a culture that values collaboration, continuous learning, and professional growth.

What you have

Required Qualifications

• Bachelor's degree.
• CFA designation and/or MBA required.
• 7+ years of experience as a fundamental equity analyst within an institutional investment environment.
• Strong financial statement analysis, accounting, and financial modeling capabilities.
• Experience developing company forecasts, valuation models, price targets, and investment recommendations.
• Strong written and verbal communication skills with the ability to clearly explain complex financial and quantitative concepts.
• Demonstrated analytical thinking and sound decision-making skills when evaluating complex or ambiguous information.
• Experience using Bloomberg, FactSet, and related investment research platforms.
• Ability to work independently while contributing effectively in a collaborative team environment.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.

Preferred Qualifications

• Experience researching multiple sectors or industries and developing differentiated investment insights.
• Demonstrated curiosity, adaptability, and a continuous learning mindset.
• Experience supporting client-facing discussions or communicating investment perspectives to internal or external stakeholders.
• Proven ability to identify emerging investment opportunities through independent research and critical thinking.
• Passion for financial markets and long-term investing.
• High level of integrity, accountability, and professional maturity.

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