Director, Investment 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. 

At Schwab Asset Management (SAM), the Analytics Strategy & Development team supports the firm's key decisions with powerful tools, analytics, and insights. This is a Director-level individual contributor role, but operates with a high degree of autonomy and serves as a strategic partner within the Risk, Credit & Performance organization, influencing priorities, analytical standards, and capability development across the firm.

This individual will collaborate across the broader Risk, Credit, & Performance organization, and partner with other teams including Business Intelligence and Technology. The role requires a strong understanding of investment concepts and an ability to balance clear communication with analytical development. A key part of this role will be enabling the use of GenAI tools across the Risk, Credit & Performance organization and shaping the organization’s GenAI strategy.

What you are good at:

Strategy:

• Build relationships with stakeholders to understand analytical needs and priorities
• Promote best practices for presenting investment metrics and visuals, monitor industry trends
• Create clear talking points and explanations for key analyses
• Partner with data and technology teams as we execute on our development roadmap
• Help lead the GenAI Enablement initiative to support the adoption of GenAI tools and workflows

Development:

• Develop tools for calculation, analysis, and visualization using Tableau, Power BI, Python, and other systems
• Uncover new opportunities for analysis with a firm-wide perspective to promote clarity and consistency
• Help make analytics tools (e.g. Python, Bloomberg) more effective and accessible for internal users
• Work with technology, data, and business intelligence teams to support centralization and automation of data
• Develop, test, and refine GenAI prompts to enhance business processes

What you have

This role is an individual contributor with accountability for strategy, standards, and outcomes rather than direct people management.

• 10-12+ years of investment industry experience, ideally with exposure to performance and/or risk
• Strong written, oral, and interpersonal communication skills; ability to convey analytical concepts clearly
• Proven ability to build productive relationships across teams
• Demonstrated ability to influence senior stakeholders
• Experience setting team direction and leading complex, cross-team initiatives
• Technical skills, including:
  • Analytics software such as Tableau or Power BI
  • Programming experience in Python
  • Experience with investment platforms such as Bloomberg, FactSet, or Morningstar
  • Curiosity about GenAI and a desire to enable these tools safely and effectively