Charles Schwab Treasury Project Analyst - Capital Stress Testing in San Francisco, California

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.

Our Opportunity:

The Capital Stress Testing group within Treasury manages the CCAR and DFAST capital stress testing projects for the corporation and its subsidiaries. This group is responsible for the design, scheduling, and the gathering of documentation requirements from groups across the organization for semi-annual stress testing. As Schwab’s financial profile and regulatory requirements evolve, so does our department. In addition to the semi-annual stress testing, our group is responsible for integrating other regulatory requirements into the firm’s framework and ad hoc analyses such as peer analytics.

The Project Analyst position will contribute to the planning and coordination, track the completion of key milestones, anticipate issues, understand dependencies, and help to resolve challenges under tight deadlines. The Project Analyst position is an individual contributor role.

What you’ll do:

  • Assist in the preparation of leadership decks, including supporting quantitative analysis and graphs, if needed

  • Organize and own the capital stress testing project calendars and monitor deliverables and deadlines

  • Create meeting agendas and lead peer meetings

  • Partner with Corporate Planning, Risk Analytics and other internal business partners to ensure alignment across the capital stress testing documentation

  • Assess the impact of regulatory changes and perform gap analyses

  • Track the remediation of process improvements, including self-identified, audit, and regulatory matters

  • Develop subject matter expertise in capital stress testing regulations

  • Prepare written updates for the annual policy and procedures

  • Contribute to ad hoc analytical projects, primarily related to capital and peer analytics

What you have:

  • Demonstrated project management experience with the ability to organize, manage, and prioritize several projects at once

  • Strong interpersonal skills with the demonstrated ability to build cross-functional relationships and to interact effectively with peers across the firm; a high energy individual is preferred

  • Prior experience creating project materials that are viewed by senior management

  • Excellent oral and written communication skills

  • High attention to detail

  • Strong PowerPoint, Excel, and Word skills

  • Some knowledge of regulatory reporting (Enhanced Prudential Standards, CCAR, DFAST, and Basel III) is highly preferred

  • 2-5 years of prior work experience at a financial organization

  • Bachelor’s degree required

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.

Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.

Position Located In: CA - San Francisco