Lone Tree - CO, DENR2, 9800 Schwab Way, 80124
Keith Andrew Vogel
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.
The Treasury Capital Markets (TCM) function within Corporate Treasury manages fixed-income investments in several portfolios totaling over $175 billion in assets primarily for the benefit of Charles Schwab Corporation, Charles Schwab & Co., Inc., and Charles Schwab Bank.
What you’ll do:
As a member of the Treasury Capital Markets function you will support the TCM Portfolio Analytics & Strategy team and play a key role in the overall strategic optimization of the investment portfolio from an integrated portfolio and balance sheet management perspective through collaboration and partnership with critical business partners, stakeholders, and subject matter experts (e.g. liquidity, capital, credit, interest rate risk, stress testing, controllers, etc)
In this role, you will support the Portfolio Analytics & Strategy team to determine relative value decisions that will directly impact the composition of the investment portfolio(s) from a sector and sub-sector perspective, while operating within limits, guidelines, constraints, and risk appetite.
Key responsibilities include:
Supporting Portfolio Analytics & Strategy team members to achieve risk-return optimization mandate
Combine external market conditions with internal factors to optimally position the interest rate risk position of the investment portfolio
Collaborating with key business partners to drive portfolio analytics to support allocation decisions Risk-Return Optimization taking into account internal and external factors
Support ALM Positioning Strategy by leveraging existing capabilities, tools, and reports
Construct investment portfolio strategy presentations and executive meeting materials
Leverage front office technology and tools to support portfolio analytics
Leverage industry investment research and staying abreast with peer and industry trends
What you have:
A minimum of 7+ years relevant experience
Bachelor’s degree in accounting, finance, economics, or related field is required, Master’s and/or CFA perferred
Enthusiasm to work in white space and the ability to create innovative analyses to help drive the strategy for the portfolio
Strong knowledge of fixed income capital markets
Strong knowledge of fixed income modeling in systems such as PolyPaths, BlackRock, Murex, Bloomberg, QRM, Calypso
Experience with optimization software such as Crystal Ball, MATLAB, IPOPT etc
Excellent quantitative and analytical skills
Excellent written communication skills
Proficiency in Excel, PowerPoint, Word
Three Critical Success Factors for the Role
Ability to work efficiently by meeting deadlines without violating policy and/or regulatory limits
Ability to work effectively with internal and external counterparts.
Ability to multi-task while maintaining composure in a potentially stressful environment.
What you’ll get:
- Comprehensive Compensation and Benefits package
- Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
- Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
- Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
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.
||English - spoken
|Current Licenses / Certifications:
||Chartered Financial Analyst - CFA
|Relevant Work Experience:
||Accounting and Finance-6+ yrs
|Position Located In:
||CO - Lone Tree
Activation Date: Monday, March 12, 2018
Expiration Date: Sunday, April 1, 2018