Senior Specialist, Credit Reporting & Analytics

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation, has more than $1 Trillion in assets under management and is one of the nation’s largest retail money managers.  SAM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded fund, and multi-asset SMAs. SAM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The Senior Specialist will be part of the Credit Operations Team and will be providing operational and analytical support for the Fixed Income Research Team who is responsible for creating and implementing credit policies, establishing risk parameters, and monitoring regulatory and internal guidelines for issuers in the SMA Strategies and Municipal Bond Fund portfolios. The individual will be working in a collaborative environment by interacting daily with portfolio management teams and credit research analysts. The Senior Specialist will also partner with third-party vendors to identify and implement efficiencies related to research data workflows and will manage the operational support for the ESG strategies. Flexibility and extreme attention to detail, taking initiative, and the ability to meet multiple competing deadlines is vital to success in this position. The right candidate should also be able to multi-task in a fast-paced, daily-deadline-driven environment.  

What you are good at

Responsibilities will include, but are not limited to: 

• Verify proper linking of obligors and linking appropriately as needed
• Perform SMA and Muni Bond Fund Surveillance Review process
• On-going reconciliation of data within multiple applications to ensure data integrity
• Work with vendors to learn new functionality and products to streamline existing workflows
• Involvement with audit inquiries and reviews by providing data samples and documentation
• Oversee operational support for ESG related strategies to ensure scalability and growth
• Responsible for quarterly write-ups and marketing data for ESG related strategies
• Provide operational support for Portfolio Management teams on a regular basis

What you have

• Bachelor’s degree, required
• Minimum 2-3 years’ experience within the financial services industry
• Advanced Excel skills (V-look Up, Pivot tables, Formulas)
• Experience with Bloomberg (API, Exporting Data), Investortools, Aladdin
• Attention to detail with an emphasis on data integrity and accuracy
• Good time management/ability to meet tight deadlines
• Creative thought process focusing on continuous process improvement
• Strong written and verbal communication skills