Details: Research Analyst – Ratings ValidationDenver, CO Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose “to help everyone be financially fit”, we’re committed to building an environment that respects the diverse differences of our employees, our clients and the communities we serve.For more information about life at Schwab click here.Charles Schwab Investment Advisory, Inc. (CSIA) is a subsidiary of The Charles Schwab Corporation and an affiliate of Charles Schwab & Co., Inc. CSIA is responsible for managing Schwab Managed Portfolios, which are diversified portfolios comprised of either mutual funds or ETFs. Current assets under management are approximately $12 billion. CSIA performs the manager research and evaluation functions within Schwab's Managed Account Select platform, and also picks funds for Schwab's recommendable lists such as the Mutual Fund OneSource Select List. This growing team of approximately 25 investment professionals has diverse backgrounds which encompass quantitative financial research, investment manager due diligence, and portfolio management and trading.The Ratings Validation Analyst will have responsibility for ensuring the quality and accuracy of quantitative ratings for mutual funds, separately managed accounts and exchange-traded funds. The analyst will assist in building new validation tools as well as maintaining and using existing tools. Opportunities for other work such as the monitoring of funds used in Schwab Managed Portfolios will be available as well.Job ResponsibilitiesWork with business partners to produce mutual fund ratings and managed account ratingsDevelop tools to ensure the accuracy of ratingsMonitor funds used in Schwab Managed PortfoliosWork on ad hoc research projects in the mutual fund, ETF and separately managed account areasTechnical / Functional QualificationsBachelor’s degree required, preferably in Finance, Economics, Mathematics, Computer Science, or a related fieldExperience with basic computer programming required. Excel VBA a plus Excellent attention to detailProgress toward CFA charter desired, but not required
Showing posts with label Ratings. Show all posts
Showing posts with label Ratings. Show all posts
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