Charles Schwab-posted 3 months ago
Full-time • Entry Level
San Francisco, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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. Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. SAM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and money market funds offered within and outside of Charles Schwab. SAM team members exhibit our firm's commitment to providing client-centric solutions that help Schwab clients achieve their financial goals. SAM Business Unit Risk performs several key first line risk functions supporting the business including cyber security, business continuity, risk metrics, and risk oversight. This junior level role will primarily be in support of our risk monitoring, cyber security and business continuity efforts.

  • Building foundational relationships with key stakeholders, cross-functional teams, and senior team members to support the execution of risk and monitoring activities critical to SAM.
  • Be an advocate for the usage of artificial intelligence (AI) tools by integrating those tools into existing workflows, helping the team focus less on redundant and repetitive tasks and more on analysis, insight and improvement.
  • Support all areas of Business Unit Risk as asked, including in areas such as metric reporting, business records, and business continuity testing.
  • Bachelor's degree required
  • Experience in BI tools (e.g., Power BI, Tableau), Excel, and SQL.
  • Strong desire to develop and learn new financial and technical concepts and skills
  • Ability to solve complex problems with ambiguous or incomplete data
  • Excellent interpersonal skills and understanding of client service and peer group interactions
  • Microsoft Office proficiency
  • Excellent attention to detail and the ability to work independently
  • Outstanding interpersonal skills, including presentation and communication skills - both written and oral.
  • Strong time management, organization, and prioritization skills; ability to complete multiple concurrent tasks within established deadlines with a high degree of accuracy and detail
  • Demonstrated mindset of continuous learning and improvement.
  • Investment Adviser and/or Investment Company experience
  • Eligible for bonus or incentive opportunities
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