Charles Schwab · 2 hours ago
Sr. Manager, Investment Risk
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leader in the finance industry, dedicated to innovative thought and problem-solving. The Senior Manager, Investment Risk will oversee collaboration with equity portfolio management teams, enhance risk reporting, and analyze investment strategies, ensuring effective risk management and performance assessment.
Financial Services
Responsibilities
Managing collaboration and strategic partnerships with CSIM's active and passive equity portfolio management teams. Enhance effectiveness of existing risk and performance reporting and further develop and improve partnership momentum with portfolio management teams. Conduct detailed independent assessments of investment strategies
In particular, materially contribute to fulfillment of the rapidly increasing demands for account-specific performance and risk attribution analysis for separately managed account products such as Schwab Personalized Indexing
Materially contribute to report automation and better ensure the ability of SAM Risk and Performance to successfully scale to demands of separately managed account management
Ensure production of material for quarterly investment risk and performance meetings
Be responsible for identifying, critically analyzing, and communicating market and non-market risks to investment professionals and to senior management
Contribute to the operational running, maintenance and upgrade of department risk analytics and reporting
Take an active role in the portfolio risk budgeting process and recommend changes to positioning or processes when necessary
Perform on-demand ad-hoc analyses and reporting to address evolving market conditions and portfolio developments
Monitor domestic and foreign regulatory policies on financial markets while identifying issues affecting Schwab’s investment management business
Qualification
Required
5+ years of quantitative investment management experience on the buy side
5+ years of experience using risk models (Barra Equity & Multi-asset Class, Axioma, Aladdin)
Bachelor's degree required
Experience using risk models (Barra/Axioma/Aladdin/ MSCI MAC), Portfolio Optimizers (Axioma/Aladdin/BarraOne), and general market analytical tools (FactSet/ Bloomberg/ Aladdin/ BarraOne)
Solid technical skills with the use of Python, SQL, Tableau, Excel VBA, automation and database management
Experience with market risks monitoring including the use of investment risk metrics, performance and risk attribution, scenario analysis, and stress testing
A technically savvy background and experience with the ability to integrate internally developed analytics with third-party vendor solutions such as Axioma, Factset, Barra, Aladdin and Morningstar
Experience in applying machine learning to analyze datasets, drive investment risk decisions, and automate business processes
Familiarity with current industry practices and relevant academic research about risk management and portfolio construction
Preferred
Experience in all areas of investment management is valued, but experience in equity portfolio analysis is a distinct plus
CFA charter or an active desire to pursue a CFA charter is a distinct plus. An advanced degree in finance or quantitative methods is a distinct plus
Ability to utilize a versatile skill set and leadership qualities to take detail-oriented approaches to creatively solve problems
Capacity to collaborate with other team members on how to identify the right balance between analysis, judgment, agility and urgency in order to deliver positive results
Sufficient depth of experience to interact effectively with portfolio managers via meetings, presentations, and written reports
Superior communication skills: Ability to explain quantitative concepts to a nontechnical audience, and communicate different messages clearly, authentically, and persuasively in a way that motivates people to take action. Dedication to developing communication skills
Ability to work effectively in a collaborative environment and being able to leverage the opinions, perspectives, and ideas of colleagues and incorporates their input into plans and priorities
Ability to Identify and remove obstacles that prevent teams from doing their best work
Proactively identify opportunities and take the initiative to establish new quantitative programs, either in response to requests from senior leaders or based on your own innovative ideas
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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