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.
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 needsBring together best ideas from asset class SMEs and stakeholders across the firmPromote best practices for presenting investment metrics and visuals, monitor industry trendsBuild product knowledge and relationships with investment teamsAlign with data and technology partners to increase our capabilities and understand technology roadmapCreate talking points and explanations on key analysis for internal stakeholdersDevelopment (approximately 60%)
Develop tools for calculation, analysis, and visualization using programming languages such as Python and analytics software such as TableauCollaborate to design new value-adding analyses, using a firm-wide perspective to promote clarity and consistencyPromote ways to make systems and tools (e.g. Python, Bloomberg) more effective and accessible for internal usersWork with teams such as business intelligence, data, technology, and others to promote centralization, automation, and self-service delivery of information What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
The 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 plus3+ years of investment industry experience with exposure to performance and/or riskExcellent written, oral, and interpersonal communication skills; the ability to listen effectively, to convey complex ideas, and to develop consensusIntellectual curiosity, open-mindedness, and willingness to consider different perspectivesStrong organizational skills and ability to manage multiple competing prioritiesSound business judgment and client orientationAbility to build strong relationships throughout the organizationTechnical skills, including:Programming experience in Python or R, or willingness to learnExperience with analytics/business intelligence software such as TableauExperience with investment analytics software like Bloomberg, FactSet, or MorningstarStrong 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 opportunities
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