Specialist, Retirement Investment Analytics
About The Position
In Retirement Investment Services (RIS), we are committed to providing non-fiduciary investment resources and support for our clients, allowing them to make decisions on their investments. This team represents the only group in the Workplace Services (WS) organization that actively follows the capital markets and is expected to be a subject matter expert in investments. Our team consists of two groups. The first are investment consultants that meet clients virtually and in-person to give updates on the capital markets, performance updates on the plan’s investment menu and trends that impact the 401(k) marketplace from an investment standpoint. Second, are investment analysts that spend time speaking to outside industry experts, provide investment operations support that is leveraged by multiple teams within WS, investigate plan investment trends on Schwab’s platform and take the lead on investment projects and some investment manager research.
Requirements
- A bachelor’s degree or equivalent
- 1+ years of direct experience in financial services or investments
- Strong ability to communicate and prioritize
- Microsoft Excel and PowerPoint skills
- Good interpersonal, analytical, problem solving, organization and decision-making skills
- Ability to multi-task among competing priorities
Nice To Haves
- FINRA SIE and Series 7 or in pursuit of these licenses
Responsibilities
- Support of Sales team researching fund availability on Schwab’s platform, and providing investment insight into funds available in the plan’s menu
- Support the conversion process by auditing funds in investment menus of newly won plans, supporting our conversion team and third-party advisors
- Support quarterly audit of fact sheets for collective trust funds that are posted to the plan sponsor website
- Responsible for monthly and quarterly client reporting
- Involvement in investment operational functions including adding funds to the Schwab’s platform, managing Morningstar data, providing operations and implementations teams with fund information
- Assist with analytical deliverables leveraging MS Excel (VLOOKUP’s, pivot tables) and being able to identify trends in the data
- Assist analysts and investment consultants with investment related research projects
- Involvement in investment-related projects that arise when needed by the business
- Participating in and leading virtual and in-person meetings with industry experts to better understand the markets and the asset management industry to support key business initiatives
- Participate or potentially lead calls to provide ongoing due diligence to Schwab’s investment lists while providing investment insight to the RIS investment consulting team
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
