Charles Schwab Sr. Reporting Analyst - Investment Credit Research in San Francisco, California


Chic 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 at 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 Culture:

Through Clients’ Eyes:

Our Opportunity:

The Corporate Credit Research team is situated within Market and Investment Risk under the Corporate Risk Management organization. The team’s mandate is to ensure strong counterparty credit quality through fixed income research and credit analysis in support of the investment portfolios and other corporate needs. The team also contributes significantly to credit risk management by communicating exposures to senior management and other business partners, ensuring our policies and procedures reflect the firm’s established risk appetite and risk acceptance parameters, and maintaining a credit administration database system that identifies potential credit risk.

In this position, you will play a crucial role in developing our credit administration database system. You will develop and execute internal controls, and perform all facets of reporting related to credit risk and exposures for risk committees, regulators, rating agencies and for our business partners.

You will also conduct counterparty credit analysis and will recommend dollar and maturity limits for counterparties with a primary emphasis on broker-dealers.

What you’ll do:

  • Recommend and test new functionality/enhancements to our credit administration database system

  • Develop internal controls related to reporting and data integrity within the credit administration database system

  • Produce presentations for risk committees, regulators, and rating agencies

  • Generate timely reporting for our business partners and for regulatory filings

  • Collaborate with developers to automate reporting functions

  • Document the reporting process and internal controls surrounding data integrity

  • Monitor credit violation reports and resolve open issues

  • Conduct comprehensive credit analyses and provide surveillance of issuers and counterparties

What you have:

  • Bachelor's degree strongly preferred

  • Strong analytical, reporting and financial analysis skills

  • Ideally 3+ years of experience producing financial data presentations

  • A sound, high-level understanding of U.S. macro-economic factors

  • Strong interpersonal skills

  • Strong Excel and PowerPoint skills

  • Excellent verbal and written communication skills

  • Ability to interact with business partners and senior management

  • Demonstrated ability to use good judgment and to work independently

  • CFA candidate preferred

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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 at" .

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Regulatory, Risk Analysis

Position Located In: CA - San Francisco, IL - Chicago

Education: BA/BS

Job Type: Full Time

Category:Risk Management

Activation Date: Monday, May 8, 2017

Expiration Date: Saturday, July 1, 2017

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