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. Please note: This position is M-F during standard business hours with a hybrid work model (4 days in-office, 1 day working from home). It is only available in the areas listed. Candidate must reside or be willing to relocate on their own to one of the listed areas. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
This role offers a unique opportunity to work at the intersection of alternative investments, credit risk, and high‑net‑worth lending, supporting the growth of innovative lending solutions.
We are seeking an Alternative Investment Analyst to support the underwriting, collateral review, and ongoing risk assessment of loans secured by non‑traditional and illiquid assets. This role will focus on evaluating alternative investment collateral—including private company stock, alternative investment funds, and structured notes—and supporting credit decisions for high‑net‑worth borrowers.
The analyst will work closely with credit, risk, legal, and product partners to assess collateral eligibility, inform advance rates, and support the development of scalable underwriting and monitoring frameworks for alternative asset‑backed lending programs.
What you will do:
What you have
Required Qualifications:
Ability to synthesize complex legal and financial documents into clear risk assessments
Strong written and verbal communication skills, particularly for credit memos and stakeholder discussions
Detail‑oriented with sound judgment in evaluating non‑standard risks
Exposure to collateralized lending or asset‑backed credit
Preferred Qualifications:
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
