Charles Schwab Investment Credit Analyst in Westlake, Texas
Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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.
The Corporate Credit Research team is situated within Market and Investment Risk under the Corporate Risk Management organization. The team’s mandate is to ensure strong issuer and counterparty credit quality through fixed income research and credit analysis in support of the investment portfolios and other corporate needs. The team also contributes significantly to credit risk management by identifying potential risk and communicating exposures to senior management and other business partners through an internally-developed credit administration database system.
What you’ll do:
In this position, you will:
Conduct issuer and counterparty credit analysis for various investment portfolios and affiliates.
Communicate with internal portfolio managers, internal and external analysts, rating agencies, and external company management and recommend dollar and maturity limits for issuers and counterparties.
Play a crucial role in continuing to develop our credit administration database system.
Be a self-starter that can quickly assume a broad range of responsibilities.
Conduct and present independent comprehensive credit analyses and provide surveillance of banks, corporates, and broker-dealers.
Support credit risk management through the use of industry data, issuer-provided financial information, and internal data.
Monitor macroeconomic and geopolitical environments for any potential impact on our portfolio.
Assist in producing internal reports describing our credit risks and exposures. Generate timely reporting for our business partners and regulatory filings.
Collaborate with developers to automate reporting functions.
What you have:
Bachelor’s degree required.
Progress toward CFA and/or MBA preferred.
Ideally 1 to 3 years of relevant experience performing issuer and counterparty credit analysis.
Sound high-level understanding of global macroeconomic factors and current events.
Well-developed organizational and interpersonal skills; strong computer and spreadsheet skills.
Excellent communications skills, both oral and written, to interact with outside analysts, business partners, and senior management at Schwab.
Demonstrated ability to use good judgment and to work independently.
Flexibility and ability to adapt to changing requirements and assignments.
SQL experience a plus.
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/" .
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: Capital Markets-less than 2 yrs, Analyst/Strategy-2-5 yrs, Analyst/Strategy-less than 2 yrs, Capital Markets-2-5 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-2-5 yrs, Investment Research-2-5 yrs, Investment Research-less than 2 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Risk Analysis
Position Located In: TX - Westlake
Job Type: Full Time
Activation Date: Monday, June 4, 2018
Expiration Date: Sunday, July 1, 2018