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.At Schwab Asset Management, the Analytics Strategy & Development team pursues two broad goals: (1) understand the analytical needs of our partners in portfolio management, product management, sales, and marketing; and (2) develop tools, analysis, and insights to meet those needs and enhance key decisions. This is an individual contributor role.To advance our investment analytics strategy, this individual will partner with the investment risk and performance teams, business intelligence, technology, and others. The role requires a strong understanding of investment concepts. Further, it requires a balance between communication skills and the ability to develop tools and present detailed analysis.Strategy (approximately 40%)
Build relationships with stakeholders across the firm to understand their evolving analytical needs
Bring together best ideas from asset class SMEs and stakeholders across the firm
Promote best practices for presenting investment metrics and visuals, monitor industry trends
Build product knowledge and relationships with investment teams
Align with data and technology partners to increase our capabilities and understand technology roadmap
Create talking points and explanations on key analysis for internal stakeholders
Development (approximately 60%)
Develop tools for calculation, analysis, and visualization using programming languages such as Python and analytics software such as Tableau
Collaborate to design new value-adding analyses, using a firm-wide perspective to promote clarity and consistency
Promote ways to make systems and tools (e.g. Python, Bloomberg) more effective and accessible for internal users
Work with teams such as business intelligence, data, technology, and others to promote centralization, automation, and self-service delivery of information
What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.Required QualificationsThe role will require a well-rounded skill set, including strong investment knowledge, technical problem solving, strategic thinking, and effective communication.
CFA designation is a major plus
3+ years of investment industry experience with exposure to performance and/or risk
Excellent written, oral, and interpersonal communication skills; the ability to listen effectively, to convey complex ideas, and to develop consensus
Intellectual curiosity, open-mindedness, and willingness to consider different perspectives
Strong organizational skills and ability to manage multiple competing priorities
Sound business judgment and client orientation
Ability to build strong relationships throughout the organization
Technical skills, including:
Programming experience in Python or R, or willingness to learn
Experience with analytics/business intelligence software such as Tableau
Experience with investment analytics software like Bloomberg, FactSet, or Morningstar
Strong knowledge of MS Excel (lookups, arrays, complex/nested formulas, pivot tables)
In addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhat’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.
