[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Charles Schwab jobs](https://jobs.opennash.com/companies/charles-schwab/) · [Search jobs](/search/) Charles Schwab · Lone Tree, CO # Senior Investment Due Diligence Analyst Lone Tree, Colorado, United States Full-time Senior individual contributor {'@type': 'MonetaryAmount', 'currency': 'USD', 'value': {'@type': 'QuantitativeValue', 'minValue': 121400, 'maxValue': 165000, 'unitText': 'YEAR'}} Finance & Accounting Listed on Charles Schwab’s official careers site. Posted October 16, 2026. Check that it is still open and apply there. [Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/lone-tree/senior-investment-due-diligence-analyst/33727/102038424208) [OpenNash Jobs](https://jobs.opennash.com/) / [Charles Schwab](https://jobs.opennash.com/companies/charles-schwab/) / Senior Investment Due Diligence Analyst ## Job description 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(s). The Schwab Center for Financial Research provides research, market insight, and practical guidance that helps investors and advisors make more informed investment decisions. As a Senior Investment Research, Due Diligence Analyst on the Investment Manager Research team, you will take primary research responsibilities for assigned investment strategies, conducting qualitative research and ongoing due diligence for mutual funds, exchange-traded funds, and separately managed account strategies used across Schwab investment platforms and research lists. You will evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability to develop well-supported research conclusions and recommendations. Through analytical thinking, sound decision making, and thoughtful problem solving, you will identify meaningful risks, differentiators, and changes that may affect an investment strategy. Your impact will extend across investment working groups and governance committees as you collaborate with internal stakeholders, engage investment managers, and translate complex quantitative and qualitative information into clear, actionable insights. Adaptability, attention to detail, and strong communication will be essential as you manage multiple research priorities and contribute to evolving investment needs. What you have ### Required Qualifications Bachelors degree. Extensive experience in qualitative investment research, manager research, or investment due diligence involving separately managed accounts, mutual funds, and ETFs. Ability to evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability. Analytical thinking and decision making skills, with the ability to synthesize quantitative and qualitative information into well-supported investment conclusions. Communication and presentation skills demonstrated through research memos, presentations, committee materials, and recommendations to internal stakeholders. Attention to detail and sound judgment when completing investment research and documentation. Ability to manage multiple priorities, meet deadlines, and build collaborative relationships within a research environment. Proficiency with Microsoft Excel and Microsoft PowerPoint. Series 7 license or willingness to obtain the license within the first 6 months of employment. ### Preferred Qualifications MBA or other advanced degree in finance. CFA designation or progress toward the CFA designation. Experience using Morningstar Direct. Experience evaluating Alternative Investments. Adaptability when responding to changes in investment strategies, organizations, personnel, market conditions, and research priorities. In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 ## At a glance - Posted by the employer: Oct 16, 2026 - First seen by OpenNash: Oct 18, 2026 - Last checked: Oct 18, 2026 - Listed for: 2 days - Location: Lone Tree, Colorado, United States - Employment type: Full-time - Pay: {'@type': 'MonetaryAmount', 'currency': 'USD', 'value': {'@type': 'QuantitativeValue', 'minValue': 121400, 'maxValue': 165000, 'unitText': 'YEAR'}}[Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/lone-tree/senior-investment-due-diligence-analyst/33727/102038424208) ## More jobs at Charles Schwab ### [Fixed Income Investment Specialist](https://jobs.opennash.com/companies/charles-schwab/jobs/5decc582bb666e0faddd/) Lone Tree, Colorado, United States ### [2027 Financial Service & Support Intern - Austin](https://jobs.opennash.com/companies/charles-schwab/jobs/89ef3d4697b98cfe2d11/) Austin, Texas, United States ### [Bank Manager - Finance](https://jobs.opennash.com/companies/charles-schwab/jobs/7570df95879020490144/) Westlake, Texas, United States +1 more ### [Director Legal Counsel, Corporate Treasury](https://jobs.opennash.com/companies/charles-schwab/jobs/8e4fc79fbcbe2ce25b6b/) New York, NY +2 more ### [Director Legal Counsel: Investment Company Attorney](https://jobs.opennash.com/companies/charles-schwab/jobs/2cddbb6fb7c89dcdf15a/) Westlake, TX +2 more ## Similar jobs at other companies ### [Investment Research, Ops Due Diligence - Insurance, VP](https://jobs.opennash.com/companies/jpmorganchase/jobs/93f0fdd392ab5f8e7cd9/) JPMorganChase · New York, NY, United States ### [Product Due Diligence Analyst](https://jobs.opennash.com/companies/royal-bank-of-canada/jobs/90d0c2ac830e7021498f/) Royal Bank of Canada · Minneapolis, Minnesota, United States of America ### [Analyst, Enhanced Due Diligence](https://jobs.opennash.com/companies/bank-of-nova-scotia/jobs/585421ffdb6b8222309e/) Bank of Nova Scotia · Dallas, TX, US ### [Research/Due Diligence Analyst](https://jobs.opennash.com/companies/us-bancorp/jobs/883e3a25e294e71530b5/) US Bancorp · Philadelphia, PA ### [Credit Underwriter, Due Diligence](https://jobs.opennash.com/companies/intercontinentalexchange/jobs/614642e4302321391adc/) IntercontinentalExchange · Jacksonville, Florida OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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