Investment Research Analyst Intern

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Job ID:
Job Category:
Campus Programs/Internships
Relevant Work Experience:
No Work Experience
Current Licenses / Certifications:
Position Located In:
CO - Lone Tree, CA - San Francisco
Job Type:
Full Time

2017 Schwab Intern Academy

It is not often you get a chance to work with a company that has been challenging the conventions of the industry for over 40 years. But that is what you could be doing next summer!

Schwab’s mission is to help our clients create a better future for themselves, their families, and their communities. It is summed up in our tagline – Own your tomorrow – and it permeates everything we do.

Schwab Intern Academy is our centrally managed summer internship program for juniors and rising seniors. The design of the program invites interns to engage directly in Schwab’s culture of service, while challenging them with a blend of learning programs, team-building activities, networking opportunities, and enriching work projects. Features of our 2017 program include:

  • Business Track Project: Work with a Schwab organization that provides a meaningful and valuable experience to translate classroom learning into real business projects.
  • Intern Cohort Project: Partner with other interns to brainstorm, discuss learning experiences, and present solutions.
  • Learning Activities: Participate in facilitated classroom training, team discussions and events, individual assessments and activities, senior leader meetings, and on-the-job training.
  • Feedback Loop: Receive regular feedback from your manager, participate in career-related discussions, and provide your own feedback.
  • Strengths Application: Learn about yourself and how to apply your unique strengths, abilities, and goals to the work you do as part of Schwab’s ‘strengths-based’ culture.
  • Networking: Gain support by interacting with professionals across Schwab, including senior leaders, peers, and Schwab Intern Academy Alumni..

We look for students with:

  • Optimism and curiosity, who are inspired by a keen sense of purpose, awareness, and knowledge 
  • Adaptability and flexibility, who enjoy working through cross-functional partnerships and collaboration to achieve a common purpose
  • An innovative and questioning mindset, who constantly look for better ways to do things, have  a passion for service, and aim to exceed client expectations

Because interns are considered a primary pipeline for full-time opportunities, every intern candidate must be eligible for full-time employment upon graduation and must also meet the following requirements:

  • Enrolled in a current undergraduate program tracking to a bachelor’s degree
  • Plan to graduate between December 2017 and May/June 2018
  • Can work full time and on-site at Schwab during the 9-week program (June 12 to August 11)
  • Have specific skills as needed by the hosting Business Track

Schwab is recognized as an industry leader, and our welcoming culture will embrace your individuality and partner you with other like-minded and solution-focused students. We will invest in your summer experience by providing you direction and leadership for a robust and well-rounded internship, as well as help you focus on a potential future career with Schwab.

Please Note: For the 2017 Schwab Intern Academy there will be multiple job opportunities. We encourage you to apply for all positions for which you are qualified and interested. Regardless of which opportunity you pursue, our goal is to provide you with a consistent and unique experience – one you won’t soon forget!

Investment Research Analyst within Schwab Center for Financial Research

The Portfolio Analysis, Advice Tools and Policies team within the Schwab Center for Financial Research works with outside advice vendors and Schwab's internal business teams to help ensure high quality standards of advice are met. The team ensures that portfolio evaluation, analysis and reporting tools used by reps are accurate, relevant, and high-quality.  The team also provides subject matter expertise across the firm on a broad range of topics including portfolio analysis, asset classification and benchmarks, fund research, financial planning, investing fundamentals, quantitative analysis and performance evaluation.

Specific duties are:

  • Develop portfolio analytics to help explain various investment concepts and principles to clients and prospects in an intuitive manner
  • Research various digital investment tools, identify best practices, and develop a vision plan for enhancing Schwab’s currently available Advice Tools
  • Collaborate with other internal teams to prepare timely and relevant content (training, education, digital, articles, marketing collateral, white papers etc.) to help internal representatives and clients understand the broad range of investment topics available
  • Create a strong foundation for modern wealth management offering at Schwab by:
    • Analyzing multiple asset classes, benchmarks
    • Optimizing services, business processes and products to create a strong foundation for modern wealth management.
    • Provide expertise on new trends and innovation in product structures, asset allocation, rebalancing, behavior finance, forecasting, decision-making, and investment analysis
    • Other duties as assigned

What you have:

  • Understanding of global investment markets including an understanding of underlying economic, fundamental, behavioral and other factors
  • Understanding of economics, modern portfolio theory, and overall financial planning concepts
  • Excellent oral and written communication skills with a focus on attention to details
  • Must be a well-organized self-starter with high energy and creativity; Must be able to manage multiple tasks by setting priorities and being results-oriented to meet defined timelines
  • Must have the ability to work independently and in a cross-functional team environment
  • Must Demonstrate a high level of ethics and professionalism
  • Must be proficient in statistical and quantitative methods
  • CFA charterholder or candidate is a plus.


Position Located In:CO - Lone Tree, CA - San Francisco
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.