Charles Schwab Corporation

Fixed Income Product Strategy and Development Analyst

Job Locations US-CA-San Francisco | US-IL-Chicago | US-CO-Lone Tree
Requisition ID
Posted Date
1 day ago(6/3/2020 11:18 AM)
Investment Research & Management
Position Type
Full time

Your Opportunity

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs) and money market funds within Schwab Asset Management Solutions (SAMS).  The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes:

  • Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs;
  • Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners;
  • The Schwab Center for Financial Research (SCFR), who provide industry insights for investors
  • The Asset Management Client Solutions (AMCS), responsible for leading Schwab’s 3rd party platforms, offering Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments.

What you’re good at

The Senior Manager, Strategy and Product Development is an individual contributor role and will be a key member of the Charles Schwab Investment Management (CSIM) Strategy and Product Development team involved in the ongoing analysis and development of high priority and innovative investment products – mutual funds, money market funds, exchange-traded funds (ETFs) and separately managed accounts – and concepts. This will be done through developing and maintaining an understanding of strategic issues and product and distribution industry trends, and collaborating closely with multiple partner organizations across Schwab. This person will be expected to simultaneously be involved in multiple projects, and will be involved in projects from the brainstorming phase and strategy assessment through launch.

This individual will be engaged in:

  • Executing fixed income business and product strategy as well as product development activities.
  • Developing, maintaining and reporting on strategic issues and investment product and distribution industry trends.
  • Supporting improvement of operational efficiencies across CSIM throughout strategy and product development activities.
  • Collaborating closely with cross-functional groups across Schwab.

What you have

  • Ideally, a minimum of 7 years’ experience within the asset management industry.
  • Knowledge of the investment management industry and major investment product trends for both investment managers and distributors.
  • Ability to synthesize large volumes of investment industry data into the limited number of product development opportunities and product re-design needs most meaningful to Schwab, CSIM and our clients.
  • Outstanding analytic strength, high attention to detail and interpersonal skills, including written (including presentation decks) and verbal communication skills.
  • Comfort in a dynamic and fast paced work environment.
  • Natural ability to establish relationships, both with industry participants and consultants outside of Schwab, and with the business units, product management and product development groups within Schwab.
  • Passion for serving clients and for the investment management industry.
  • Bachelor’s degree required. MBA, CFA or other advanced degree is a plus.
  • Advanced Excel and PowerPoint skills


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Why Schwab?

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