#2025-114914
kills; proficiency in Excel, PowerPoint, Bloomberg and other investment software
Excellent oral and written communication skills; strong interpersonal and management skills with the ability to build cross-organizational relationships; ability to maintain broker relationships and negotiate trade executions
Strong attention to detail, analytical and problem-solving abilities.
Bachelor's degree required
Three Critical Success Factors for the Role
Ability to work efficiently by meeting deadlines without violating policy and/or regulatory limits or other constraints
Ability to work effectively with internal and external counterparts
Ability to multi-task while maintaining composure in a potentially stressful environment
Key responsibilities include:
Ensuring efficient operations across various investment portfolios
Contributing to investment strategy decisions and presentations
Contributing to analytics reporting and ALM modeling packages
Leveraging technology and analytical tools to improve the portfolio management process
In addition to the salary range, this position is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future: