Specialist, Credit Analyst
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.
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 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
- 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.
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.