2018 Schwab Intern Academy: Windhaven Intern

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Job ID:
1009-36542
Job Category:
Campus Programs/Internships
Relevant Work Experience:
No Work Experience
Current Licenses / Certifications:
None
Position Located In:
MA - Boston
Education:
HS/GED
Job Type:
Full Time
Description:

Boston - MA, MA225FR, 225 Franklin St, 02110-2885
Amy Elizabeth Munson
1009-36542

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.

Our Opportunity:

Work with a company that has been challenging the conventions of the financial services industry for over 40 years through an internship with Charles Schwab. 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 that recruits juniors and rising seniors within a year of graduation. As an affirmative action employer, Schwab takes affirmative action to employ qualified minorities, women, individuals with disabilities, and protected veterans in our intern program.  As a culture that values Diversity and Inclusion, Schwab encourages the application of Women, Minorities, Individuals with Disabilities and Protected Veterans.

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 2018 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 2018 and May/June 2019
  • Can work full time and on-site at Schwab during the 9-week program (June 11 to August 10)
  • 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 helping you focus on a potential future career with Schwab.

Please Note: The 2018 Schwab Intern Academy features multiple job opportunities. We encourage you to apply for all positions for which you are qualified and interested. Regardless of which opportunity you pursue, we will provide you with a consistent and unique experience – one you won’t soon forget!

Windhaven Intern

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model.  Windhaven is a wholly owned subsidiary of Charles Schwab and is located in Boston, MA.

Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions. 

What you’ll do:

We seek an Intern to support the development of Quantitative Models that are at the heart of the investment process for our Global Asset Allocation strategies. This is an exceptional opportunity to contribute to the efforts of the WIM Quantitative Research Group on building cutting edge models for markets that include Global Equities, Global Fixed Income, Commodities and Currencies.

Windhaven Investment Management offers three strategies that seek to achieve capital appreciation by investing in a wide variety of asset classes that may include U.S. and international equities, fixed income securities, real estate, currencies and commodities. Our strategies are dynamically managed, striving to take advantage of global capital market opportunities while focusing on downside risk management by changing allocations in response to the firm’s views and market conditions.

Key Responsibilities:

  • Help to develop, implement and maintain Global Asset Allocation quantitative models that forecast returns for various asset classes and generate strong performance for our clients
  • Model development to rely heavily on careful gathering of historical data, using the data to test various hypotheses on the behavior of Capital Markets and cogent presentation of the results to the Research team and to broader audiences
  • Build tools that help streamline research and the portfolio construction process 

What you have:

  • Excellent quantitative and analytical skills 
  • Excellent programming skills in Matlab or Python
  • Exposure to managing large and heterogeneous databases in SQL
  • Understanding of Global Capital Markets
  • Excellent written and oral presentation skills
  • Currently enrolled and working towards a Masters or MBA degree

What you’ll learn:

  • You will gain a unique exposure to building models for Global Capital Markets
  • You will learn how to manage and analyze large non-homogenous data sets
  • You will gain experience in how model output is implemented in portfolios
  • You will learn how to assess risk-return profile of the portfolios

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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: No Work Experience
Position Located In: MA - Boston
Education: HS/GED
Job Type: Full Time

Category:Campus Programs/Internships
Activation Date: Monday, October 9, 2017
Expiration Date: Wednesday, November 1, 2017
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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.