Sr. Analyst, Credit Research

Charles Schwab

4

(159)

San Francisco, CA

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2025-112664

    Position summary

    ing detailed, concise, and accurate credit reports;

    • Provide verbal credit presentations to large and small internal audiences;

    • Providing on-going surveillance of assigned corporate issuers.

    Key factors for success in this role include:

    • Demonstrated knowledge of and interest in financial markets, specifically fixed income;

    • Ability to think strategically and apply broad economic trends as a component of investment recommendations;

    • Strong fundamental and in-depth issuer-specific credit analysis skills

    • Strong and effective interpersonal and presentation skills;

    • Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines;

    • Ability to work both independently and as part of a team in making appropriate credit recommendations.

    What you have

    Required Qualifications:

    • 5 years of fixed income credit research experience or related analytical role

    • Bachelor's degree

    • Excellent fundamental credit analysis skills involving corporate issuers; strong quantitative acumen

    • Ability to think strategically, evaluate industry and economic/sovereign trends, and apply analysis to make appropriate investment recommendations for the funds and SMA accounts.

    Preferred Qualifications:

    • Strong writing skills. Experience writing investment reports, a plus.

    In addition to the salary range, this role 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:

    • 401(k) with company match and Employee stock purchase plan
    • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
    • Paid parental leave and family building benefits
    • Tuition reimbursement
    • Health, dental, and vision insurance

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.