Sr. Analyst, Investment Analytics
Your Opportunity
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.
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 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 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 opportunities
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 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 you are good at
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 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 opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.