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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.

We are seeking a data savvy, subject matter expert as Senior Manager in the Performance Analytics team for Schwab Asset Management (SAM). In this role you will both manage analytics for several separately managed account (SMA) products and provide local leadership for team initiatives. This team is responsible for analyzing, presenting, and reporting on performance, attribution, and statistics of SAM’s investment products for internal business partners and the public.

The Manager will sit at the intersection of business and data to help build a data-driven approach and culture to improve the scale and capabilities of our performance analytics team. This position will partner with technology and product leaders to proactively improve both the quality and efficiency of the team’s reporting and operational work.

This role will be a part of the Schwab Asset Management organization. Schwab Asset Management offers a focused lineup of proprietary ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As part of the Charles Schwab organization, we champion the needs of investors and seek to enhance the financial lives of our clients in all we do. Operating our business through clients’ eyes and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. Established in 1989, Schwab Asset Management manages more than $1.2 trillion in assets. More information is available at www.schwabassetmanagement.com .

Key responsibilities for this role include:

+ Seeking opportunities to provide new, valuable analytics and reporting for our products’ performance and portfolio attributes to key partners

+ Expert at applying GIPS (Global Investment Performance Standards) to existing reporting and new product initiatives

+ Building collaborative relationships with partner organizations to enable best in class review processes, understand and address pain points, and drive value-added performance data analysis

+ Uncovering opportunities to use automation to increase the efficiency and coverage of operational reporting with an unyielding focus on timeliness and accuracy

+ Being an expert in both attribution and analytical concepts related to performance data and analytics

What you have

Required Qualifications:

+ 3+ years of experience within the financial services industry, specifically in investment performance reporting and analysis and/or attribution

+ Bachelor’s degree is required.

Preferred Qualifications:

+ A passion for analyzing data and experience in developing insights from data sets

+ Ability to thrive in a complex, dynamic environment, demonstrating solid judgment, planning and organization skills

+ Clear communicator and strong writer with the ability to effectively communicate with management and stakeholder teams.

+ Self-starter, detailed and analytical with an intellectual curiosity on understanding how things work. Continuously strives to enhance workflows and processes.

+ Entrepreneurial spirit and desire to continuously innovate to achieve impressive results.

+ Technical proficiencies in Tableau, SQL, and/or Python

+ Experience with FactSet, Bloomberg, or Morningstar preferred

+ Understanding of separately managed account (SMA) performance operations, analysis, business complexities

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’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

Schwab 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 [email protected] or call 800-275-1281.