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Posted 2mo ago

Manager –ALCO Reporting / Strategic Communications

@ Charles Schwab
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Austin or Westlake or Omaha or Chicago
$84k-$171k/yrOnsiteFull Time
Responsibilities:collaborate materials, ensure consistency, translate data
Requirements Summary:5+ years in communications, analytics, and reporting; banking/financial background preferred; strong MS Office (PowerPoint, Excel) and design tools; excellent collaboration and project management.
Technical Tools Mentioned:MS Office, PowerPoint, Excel, Adobe Creative Suite
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Job Description

At Schwab, you’ll have the chance to shape the future of financial communications. We’re looking for a creative - someone who combines expertise in graphic design and financial storytelling to elevate our Treasury team. 

 

As part of Treasury’s Reporting Team, you’ll be at the intersection of financial analysis and visual communication. You’ll transform complex investments, market risk, liquidity, capital, and funds transfer pricing data into compelling visuals and narratives tailored for diverse audiences, including senior executive management, board members, and internal working groups. Your work will help drive strategic decisions and foster transparency with key stakeholders. 

 

Schwab’s Treasury organization includes: Capital Management, Liquidity Management, Asset & Liability Management, Securities Lending, Operations, Fixed income investing and other Balance Sheet Modeling activities. The overall team manages fixed-income investments in several portfolios totaling over $200 billion, with approximately $480 billion in total balance sheet assets and $75 billion in 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, and high standards in reporting and presentation materials across the Treasury department.
  • Translate complex financial data into clear, engaging graphics and stories for audiences with varying financial expertise.
  • 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.

 

  • 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 regulatory expertise.
  • MS Office suite experience required with an emphasis on PowerPoint and Excel; experience with 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 make accurate evaluative judgments and ensure compliance with internal and regulatory requirements.
  • Bachelor’s degree required.