2017 Schwab Intern Academy - Investor Services Strategy Intern

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

 2017 Schwab Intern Academy -  Investor Services Strategy Intern -June 12th - August 11th, 2017

****This role does not offer sponsorship****

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. 

Through Clients' Eyes:   https://www.youtube.com/watch?v=Qkic76FWat8

 Our Opportunity:

Our Investor Services Strategy Summer Intern is responsible for delivering thoughtful, insightful contributions to Retail’s core strategic work.  They will work in a team setting and have exposure to constituents across Schwab’s business units.   

What you'll do: 

Our Investor Services Strategy Summer Intern is responsible for delivering thoughtful, insightful contributions to Retail’s core strategic work.  They will work in a team setting and have exposure to constituents across Schwab’s business units.  

The Summer Intern has responsibility for several elements of project work, including:

  • Performing quantitative and qualitative analysis on core strategic issues
  • Gathering data through research and interviews
  • Planning and executing their own work streams for subsets of projects
  • Generating creative, action-oriented insights and recommendations
  • Ensuring quality control of data/research and preparing presentation materials for senior management. 

What you have: 

  • Prior experience working in an office environment (e.g., internships, volunteering) with financial services exposure preferred, but not required
  • Excellent leadership and collaboration skills demonstrated through success in extra-curricular activities
  • Sincere interest in financial services and knowledge of current events surrounding the industry (e.g., significant regulatory changes, major Schwab and competitor news and product launches)
  • Superior analytical skills, research capabilities and attention to detail
  • Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
  • Strong academic record from a nationally recognized institution (with course work in finance, strategy, and / or economics preferred)
  • Excel skills including data analysis and financial modeling and comfort with presentation creation in PowerPoint
  • Must be a Graduating Senior in his/her last year of school (Graduating December 2017 or May *2018) 

What you’ll get:

Recognized as an industry leader, Schwab’s 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 a focus on a potential future career with Schwab.

Learn more aboutLife@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.

Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab. 



Position Located In:CA - San Francisco
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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.