Senior Manager, Performance 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 are seeking a data savvy, subject matter expert as Senior Manager in the Performance Analytics team for Schwab Asset Management (SAM). In this role you will both manage analytics for several separately managed account (SMA) products and provide local leadership for team initiatives. This team is responsible for analyzing, presenting, and reporting on performance, attribution, and statistics of SAM’s investment products for internal business partners and the public.

The Manager will sit at the intersection of business and data to help build a data-driven approach and culture to improve the scale and capabilities of our performance analytics team. This position will partner with technology and product leaders to proactively improve both the quality and efficiency of the team’s reporting and operational work.

This role will be a part of the Schwab Asset Management organization. Schwab Asset Management offers a focused lineup of proprietary ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As part of the Charles Schwab organization, we champion the needs of investors and seek to enhance the financial lives of our clients in all we do. Operating our business through clients’ eyes and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. Established in 1989, Schwab Asset Management manages more than $1.2 trillion in assets. More information is available at www.schwabassetmanagement.com.

Key responsibilities for this role include:

• Seeking opportunities to provide new, valuable analytics and reporting for our products’ performance and portfolio attributes to key partners
• Expert at applying GIPS (Global Investment Performance Standards) to existing reporting and new product initiatives
• Building collaborative relationships with partner organizations to enable best in class review processes, understand and address pain points, and drive value-added performance data analysis
• Uncovering opportunities to use automation to increase the efficiency and coverage of operational reporting with an unyielding focus on timeliness and accuracy
• Being an expert in both attribution and analytical concepts related to performance data and analytics

What you have

Required Qualifications:

• 3+ years of experience within the financial services industry, specifically in investment performance reporting and analysis and/or attribution
• Bachelor’s degree is required.

Preferred Qualifications:

• A passion for analyzing data and experience in developing insights from data sets
• Ability to thrive in a complex, dynamic environment, demonstrating solid judgment, planning and organization skills
• Clear communicator and strong writer with the ability to effectively communicate with management and stakeholder teams.
• Self-starter, detailed and analytical with an intellectual curiosity on understanding how things work. Continuously strives to enhance workflows and processes.
• Entrepreneurial spirit and desire to continuously innovate to achieve impressive results.
• Technical proficiencies in Tableau, SQL, and/or Python
• Experience with FactSet, Bloomberg, or Morningstar preferred
• Understanding of separately managed account (SMA) performance operations, analysis, business complexities