Charles Schwab Investment Writer/Communications Manager in Chicago, Illinois
Chicago - IL, IL150SW, 150 S Wacker Dr, 60606-4111
Axle J Marcoline
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.
Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $350 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and multi-asset fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.
What you’ll do:
The Investment Writer/Communications Manager will focus on writing and editing the Management Discussion of Fund Performance (MDFP) and President’s Letter content for shareholder reports, and other regulatory or shareholder communications for the Schwab Funds, Laudus Funds, and Schwab ETFs.
Create content using independent research, attribution reports, Portfolio Manager responses and other data analytics
Tailor and refine messaging in President’s Letter content, develop and maintain appropriate executive level voice and tone
Conduct research and analyze raw performance and attribution data to identify trends, and accurately convey fund performance and market conditions
Ensure all phases of the review and approval process are completed—coordinating preliminary draft reviews with Performance, Portfolio Management, and Legal
Facilitate final review meetings with senior management, ensuring all questions and comments are fully addressed prior to publishing, and maintain archives of source materials
Manage relationships with external writing vendors, providing oversight and direction
Identify and implement enhancements to content model, as well as the overall writing and review process, on an ongoing basis
Provide writing and editing support to Product Management for non-regulatory product-related communications, and other investment- or product-related materials, as needed
Cross-train on other team functions. Responsibilities will vary based on department need and priorities.
What you have:
At least 5 years of professional writing experience in the financial services industry; expertise as an investment writer managing mutual fund commentaries for domestic and international products, or as a research analyst covering such products preferred
Bachelor’s degree preferred – or experience in business, economics, or finance.
Outstanding written and verbal communication skills with demonstrated ability to communicate effectively with all levels of an organization and successfully collaborate with multiple business partners
Firm grasp of the financial services industry, investment concepts, financial markets, mutual funds, and ETFs
Ability to research and analyze data from various sources, including attribution reports, and synthesize information into channel-appropriate content
Proven analytical, problem-solving, and organizational skills, with expertise driving multiple projects from conception to completion in a fast-paced, deadline-driven environment
Solid proficiency using Microsoft Word, Excel, PowerPoint and Outlook
Strong technical skills, with ability to quickly learn online content management and production software/tools
This is a summary only and duties and responsibilities may be changed from time to time, or over time
What you’ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
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 http://www.aboutschwab.com/careers/lifeatschwab/%22 .
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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Financial Services-6+ yrs, Investment Management - 6+ yrs, Investment Management - 2-5 yrs, Financial Services-2-5 yrs
Position Located In: IL - Chicago
Job Type: Full Time
Category:Investment Management & Research
Activation Date: Monday, October 22, 2018
Expiration Date: Thursday, December 13, 2018