Manager - Capital Forecasting, Balance Sheet Forecasting & Analytics

About the Role

As a Manager in the Capital Forecasting team at Schwab, you'll enhance capital forecasting processes and support stress testing initiatives. Your analytical skills will be crucial in navigating complex data while collaborating closely with various teams to ensure transparent and accurate forecasts.

Responsibilities

• Own delivery of capital forecast deliverables for CCAR
• Develop and maintain capital forecasting methodologies
• Partner across CCAR workstreams to understand dependencies
• Produce detailed attribution analysis for capital ratio movements
• Execute governance and control activities
• Support CCAR submission and review materials

Requirements

• 5+ years relevant experience in ALM, fixed income analytics, capital markets, or CCAR/stress testing
• Bachelor's degree required; Master's degree or CFA preferred
• Experience with the CCAR process including forecasting and regulatory support
• Strong understanding of bank balance sheet forecasting
• Expertise with Polypaths ALM, QRM, or other NIR forecasting platforms

Benefits

• 401(k) with company match
• Paid time for vacation and volunteering
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance