Job Description

Position Type: RegularYour 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 believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. We believe in the power of financial planning, investing, and wealth management to help individual investors and their families achieve their financial and life goals. To support this mission, this position will be part of a team focused on providing data analysis, thought-leadership, and consulting on Schwab's financial planning, investing, and wealth management advice. Our goal is to help our retail and advisory partners deliver, improve, and deepen advice to clients. As part of the Schwab Center for Financial Research (SCFR) we're looking for these skillsets: Investment analysis, understanding of portfolio management & financial planning concepts Quantitative data analysis and the ability to derive insights Data visualization & presentation Strong oral and written communication With these skills you will: Work with Director-level analysts to ideate, create, and support team deliverables Produce and maintain charts for the SCFR Charts offering Prepare quarterly performance reporting and analysis Provide consulting to partners on investment and financial planning topics Make detailed powerpoint presentations to internal audiences for training and other consultative purposes What you have Required Qualifications Bachelor’s degree required with preference for majors in Economics, Accounting, Business or Finance. At least two years of experience in financial services industry. The ability to collaborate with diverse business partners such as technology teams, marketing, product, and compliance teams. An understanding of global investment markets including underlying economic, fundamental, behavioral, and other factors. Ability to identify and evaluate intangible factors for performing data analysis and research. Preferred Qualifications Progress toward or desire to pursue CFP and/or CFA Familiarity with coding in VBA, Python, SaS or R is a plus. A well-organized self-starter with high energy and creativity, able to manage multiple tasks through prioritization. Familiarity with the following tools: MS Office, Tableau, Bloomberg terminal, and Morningstart Direct. A curious mindset that leads to new, creative approaches to solving problems and servicing business partners. Traits: Adaptable, attention to detail, able to operate and embrace ambiguity, intellectual curiosity. 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

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