Charles Schwab Manager Investor Relations in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Anthony Jason Pacheco


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

This position reports to the Vice President - Investor Relations and operates with a high degree of independence in terms of managing workload and interacting with other departments. This position will interact with staff at all levels of the Finance division, as well as analytical and managerial staff from throughout the Schwab organization. The incumbent must be equally facile in obtaining data from clerical staff and in effectively discussing complex financial issues with outside investment analysts and Schwab executives at the EVP level and above. External contacts will include institutional portfolio managers and buy-side analysts, sell-side analysts with major securities firms, and other Investor Relations professionals.

What you’ll do:

To provide analytical support to the VP and SVP of Investor Relations, the EVP - CFO, and other executive management with regard to developing and maintaining Schwab’s relationships with the various members of the investment community that have an interest in the firm, including institutional portfolio managers, and buy-side and sell-side equity analysts.

Principal Duties/Responsibilities:

A. Support the VP and SVP of Investor Relations as required in carrying out the unit’s stockholder targeting and relationship development efforts. The Manager is responsible for: participating in the targeting of prospective owners of SCHW; assisting current and prospective institutional owners in their research on Schwab; planning for the IR meeting schedule, including out-of-town and local meetings for the IR officers, the EVP-CFO and/or other executives to discuss Schwab with members of the investment community; planning for all aspects of the investor conferences periodically co-hosted by Schwab, including scheduling, speakers, invitations, presentation materials, logistics, etc; and helping prepare presentation materials for investor events.

B. Design, develop and maintain a set of periodic IR reports to keep Finance, executive management, and the Board of Directors informed with regard to: trends in ownership of SCHW by institutional investors; Schwab’s actual and expected (by Wall Street) financial performance versus that of selected financial services firms; and trends in ownership of SCHW by various insiders, including executives, SVPs, VPs, other employees, Directors and family members.


This position is directly accountable for the efficient, accurate and timely dissemination of management information concerning Schwab’s ownership structure and relative financial performance. This position is also accountable for organizing and maintaining the unit’s meeting calendar to ensure the successful execution of Schwab’s ownership targeting plan, which is critical to providing continued liquidity in the firm’s $70++ billion market capitalization. Other accountabilities include identifying IR-related issues requiring resolution and recommending appropriate courses of action to senior management, developing and implementing IR programs to assist the firm in meeting its ownership targeting and share price goals, and preparing unstructured technical analyses on a wide range of IR-related issues with related recommendations.

What you have:

Requires an understanding of investor relations/corporate communications principles, capital and money market instruments, corporate finance, economics, and financial institutions. Strong analytical skills, including demonstrated ability to perform unstructured analyses relating to corporate financial engineering, operating structures, or relative financial performance. Excellent oral and written communications skills. Detail-oriented, able to operate quickly and accurately. Proficient in Microsoft Excel and PowerPoint. Ability to work through projects independently.

Requires degree in Business/Finance/Economics or equivalent education/work experience. Three-plus years overall work experience. Graduate degree, internships or relevant extra-curricular activities may substitute for some work experience. MBA in Finance preferred.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Analyst/Strategy-2-5 yrs, Analyst/Strategy-less than 2 yrs, Analyst/Strategy-6+ yrs, Financial Services-6+ yrs, Communications-2-5 yrs, Communications-less than 2 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Regulatory, Financial Services-2-5 yrs, Communications-6+ yrs, Risk Analysis, Compliance

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time


Activation Date: Wednesday, October 10, 2018

Expiration Date: Saturday, November 10, 2018

Apply Here