Manager, Investment Analytics

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

At Schwab Asset Management (SAM), the Analytics Strategy & Development team supports informed decision-making across the firm by delivering meaningful insights, analytics, and tools. In this individual contributor role, you’ll collaborate closely with partners across Risk, Credit & Performance, Business Intelligence, and Technology to transform complex data into actionable insights.

This role blends strategic partnership with hands-on analytical development. A key focus is enabling the responsible and effective use of GenAI tools to improve efficiency, surface insights, and support better business decisions—while maintaining a strong foundation in analytics best practices.

You’ll have the opportunity to make an impact, continuously learn, and help shape how analytics and emerging technologies are used across the organization.

Strategy & Partnership (Approximately 40%)

• Build strong relationships with stakeholders to understand analytical needs, priorities, and business challenges
• Translate complex investment and analytical concepts into clear, compelling insights and talking points
• Promote best practices for analytics, data visualization, and investment metric storytelling
• Monitor industry trends and emerging tools to inform future analytics capabilities
• Partner with data and technology teams to support execution of the analytics and development roadmap
• Help coordinate GenAI enablement efforts, supporting adoption of tools and workflows in a thoughtful and responsible way

Analytics Development & Enablement (Approximately 60%)

• Design and develop analytical tools for calculation, analysis, and visualization using Python, Tableau, Power BI, and other platforms
• Collaborate on cross-functional analyses to ensure clarity, consistency, and firm-wide alignment
• Improve accessibility and usability of analytics tools for internal users
• Partner with technology, data, and business intelligence teams to support data automation and centralization
• Develop, test, and refine GenAI prompts and use cases to enhance business processes and decision-making

What you have

Required Qualifications

• 2+ years of experience in the investment or financial services industry
• Foundational knowledge of investment concepts, with exposure to performance, risk, or portfolio analytics
• Demonstrated analytical problem-solving skills and the ability to work with data to generate insights
• Experience using analytics or visualization tools such as Tableau, Power BI, or similar platforms
• Programming experience in Python or R, or the ability and willingness to learn
• Strong written, verbal, and interpersonal communication skills, with the ability to explain analytical concepts clearly
• Proven ability to collaborate across teams and build productive working relationships
• Intellectual curiosity, adaptability, and openness to learning new tools and approaches, including GenAI
• Sound business judgment with a strong sense of accountability and client focus
• Strong working knowledge of Microsoft Excel

Preferred Qualifications

• Progress toward or completion of the CFA designation
• Experience working with investment data platforms such as Bloomberg, FactSet, or Morningstar
• Experience supporting analytics enablement, knowledge sharing, or analytics best-practice adoption
• Familiarity with applying GenAI tools in an analytics or business context

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.