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Senior Alternative Investment Analyst – HNW Lending

Job in Southlake, Tarrant County, Texas, 76092, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Underwriter
Salary/Wage Range or Industry Benchmark: 110000 - 150000 USD Yearly USD 110000.00 150000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking an Alternative Investment Analyst to assess collateral such as private equity, private credit, real assets, and structured notes for high-net-worth lending. You will support underwriting, risk assessment, and ongoing monitoring in collaboration with risk, legal, and product teams.

The role emphasizes analyzing complex documents, determining advance rates, and developing scalable underwriting frameworks for asset-backed lending programs.

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Position Requirements
10+ Years work experience
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