Head of Performance Analytics

Chicago, Illinois
May 17, 2022
Jun 16, 2022
Requisition #20220504-5017
Job Function
Performance Analysis
Employment Type
Full Time

Your Opportunity

We are seeking a data savvy, subject matter expert, and experienced people leader as Director, Head of Performance Analytics for Schwab Asset Management (SAM). In this role you will provide leadership and people management for a well-established team of 14+ employees located across multiple locations. This team is responsible for analyzing, presenting, and reporting on performance, attribution, and statistics of SAM’s investment products for senior management, internal business partners, and the public. The Director will sit at the intersection of business and data to help build a data-driven culture to improve our beneficial performance analytics. This position will be responsible for partnering with leaders of the various investment and product management teams to proactively improve reporting quality and analytics for the products. You will play a critical role in developing, inspiring, and leading the day to day and strategic direction of the team.

This role will be a part of Schwab Asset Management organization. Schwab Asset Management offers a focused lineup of proprietary ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. As part of the Charles Schwab organization, we champion the needs of investors and seek to enhance the financial lives of our clients in all we do. Operating our business through clients’ eyes and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. Established in 1989, Schwab Asset Management manages more than $600 billion in assets. More information is available at www.schwabassetmanagement.com.

What you are good at

  • Managing a team of performance analysts responsible for performance reporting and analytics for Mutual Funds, ETFs, Separately Managed Accounts and Collective Investment Trusts
  • Embracing and bring to bear data and automation opportunities in the production of performance reports to unlock operational efficiencies for the team
  • Leading by metrics to maintain a steadfast focus on data timeliness and accuracy
  • Seeking out opportunities to provide new, valuable reports and analysis about our products’ performance and portfolio attributes to key partners
  • Building collaborative relationships with Product Managers, Portfolio Managers, Risk, Operations, Legal, Compliance, and other Investment Management personnel to establish best in class review processes, understand and address pain points, and drive valuable performance data analysis
  • Being an expert in attribution and analytical concepts related to performance data and analytics
  • Working with technology and data partners to improve process efficiency, drive automation, and improve stakeholder self-service data access
  • Displaying excellent written and verbal communication with the ability to effectively communicate with all levels of management and business teams
  • Demonstrating critical thinking, communicating strategic objectives and prioritization, and completing tactical initiatives to align with the broader SAM vision
  • Exhibiting effective leadership by setting a positive tone for your team, developing the high potential talent on the team, and adding needed skills and talent when positions open on your team
  • Staying current with industry and functional trends and using these insights to advise team initiatives

What you have

  • 15+ years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or attribution
  • At least 5 years in a people management role
  • Bachelor’s degree is required
  • Advanced degree/designation such as an MBA, CFA, or CIPM is strongly preferred
  • Technical proficiencies in Tableau, SQL, and/or Python
  • Experience with Blackrock Aladdin, Factset, Bloomberg and Morningstar strongly preferred
  • Ability to thrive in a complex, dynamic environment, demonstrating solid judgment, planning and organization skills
  • Experienced in building and leading highly effective teams, including hiring, talent development, coaching, and performance management
  • A passion for analyzing data and experience in developing insights from data sets
  • Demonstrated strategic thinking ability with experience leading a dynamic portfolio of initiatives and project activities
  • Must be a self-starter, very detailed and analytical, and have a curious mind that enjoys digging into how things work and continuously strives to enhance workflows and processes
  • Exceptionally clear communicator and strong writer with the ability to effectively communicate with senior management and partner teams
  • Entrepreneurial spirit and desire to continuously innovate to achieve great results
  • Outstanding collaboration skills with a focus on fostering connections by putting people first and building trusting relationships
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