Your opportunityAt 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.Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation, and has over $1.2 trillion under management in mutual funds, ETFs and separately managed accounts. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money market funds. SAM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients. At SAM, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.The Specialist will be part of the Credit Operations Team and will be providing operational and administrative support for the Fixed Income Research Team who is responsible for creating and implementing credit policies, establishing risk parameters, and monitoring regulatory and internal guidelines for issuers in the SMA Strategies and Municipal Bond Fund portfolios. The individual will be working in a collaborative environment by interacting daily with portfolio management teams and credit research analysts. Flexibility and extreme attention to detail, taking initiative, and the ability to meet multiple competing deadlines is vital to success in this position. The right candidate should also be able to multi-task in a fast-paced, daily-deadline-driven environment.Responsibilities will include, but are not limited to:
Monitoring of EMMA Alerts and rating agency alerts (S&P, Moody’s, Fitch)
Assignment of analyst tasks in the Workfront application
Verify proper linking of obligors and linking appropriately as needed
Perform SMA and Muni Bond Fund Surveillance Review process
Reconciliation of data within multiple applications to ensure data integrity
Assist with providing operational support for ESG related strategies
Responsible for generating various reports for the Research Team
Create and update desktop procedures to support cross-training and onboarding
What you have
Bachelor’s degree, required
Minimum 1-2 years’ experience within the financial services industry
Advanced Excel skills (V-look Up, Pivot tables, Formulas)
Experience with Bloomberg (API, Exporting Data), Investortools, Aladdin
Attention to detail with an emphasis on data integrity and accuracy
Good time management/ability to meet tight deadlines
Creative thought process focusing on continuous process improvement
Strong written and verbal communication skills
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt 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
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
