Your Opportunity
At Schwab,you’llhave the chance to shape the future of financial communications.We’relooking for a creative- someone who combinesexpertisein graphic designand financial storytelling to elevate ourTreasuryteam.
As part of Treasury’s Reporting Team,you’llbe at the intersection of financial analysis and visual communication.You’lltransform complexinvestments,market risk, liquidity, capital, and fundstransferpricing data into compelling visuals and narratives tailored for diverse audiences, including seniorexecutivemanagement, board members, and internal working groups. Your work will help drive strategic decisions and foster transparency with key stakeholders.
Schwab’s Treasury organizationincludes:Capital Management, Liquidity Management, Asset & Liability Management,Securities Lending, Operations,Fixed incomeinvesting and otherBalanceSheetModeling activities. The overall team manages fixed-income investments in several portfolios totaling over$200 billion, with approximately$480 billionin total balance sheet assets and$75 billionin off-balance-sheet brokered deposit agreement notional investments.
Key Responsibilities
- Collaborate closely with Subject Matter Experts to help them create clear, engaging, and audience-appropriate presentation materials that effectively communicate intricate financial concepts.
- Ensure consistency, accuracy, andhigh standardsin reporting andpresentationmaterials across the Treasury department.
- Translate complex financial data into clear, engaging graphics and stories for audiences with varying financialexpertise.
- Shape communications,ensuring materials reflect Schwab’s brand and strategic priorities.
- Tailor content and visualizations to suit the needs of internal and external stakeholders, including regulatory bodies.
- Foster two-way dialogue with teams to refine qualitative and quantitative presentations.
- Support the transformation of reporting into a strategic tool for optimizing bank and broker dealer functions.
What you have
- 5+ years relevant experience with an emphasis on communications, analytics, and reporting.
- The ideal candidate has a banking/financial background and/or investor relations with an understanding of finance, accounting and balance sheet management, or financial and regulatoryexpertise.
- MS Office suite experiencerequiredwith an emphasis on PowerPoint and Excel; experiencewith design tools (Adobe Creative Suite or similar) on past projects is highly valued.
- Possesses a passion for communication with diverse teams and stakeholders; highly collaborative and resourceful.
- Suited to a high-pressure environment with strong organization skills to meet tight turnarounds.
- Strong attention to detail: the ability to makeaccurateevaluative judgments and ensure compliance with internal and regulatory requirements.
- Bachelor’sdegreerequired.
