Counterparty Credit Risk Manager - Securities Financing

Charles Schwab; Dallas, Westlake (TX, TX); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & volunteering time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Manager, Counterparty Credit Risk – Securities Financing to join the Finance Risk Management team in Dallas. You will lead risk assessment across broker-dealers, banks, and custodians involved in securities financing, and partner with Treasury and Legal to shape onboarding and risk controls.

This role offers hybrid work, growth opportunities, and a strong emphasis on data-driven decision making.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 5+ years of experience in counterparty credit risk, credit risk management, treasury, securities financing, or related financial services disciplines.
• Strong understanding of financial institution credit analysis and risk metrics.
• Experience evaluating counterparty exposures in securities lending and secured financing.
• Knowledge of collateral, netting, margin methodologies, and exposure mitigation techniques.
• Strong analytical, problem-solving, and quantitative skills.
• Ability to communicate complex risk topics to senior management and cross-functional stakeholders.
• Proven ability to manage multiple priorities and drive initiatives.
• Advanced Excel and data analysis skills.

Responsibilities

• Manage counterparty credit risk across securities financing activities (agent lending, securities lending, tri-party repo).
• Conduct counterparty due diligence and credit analysis for financial institution counterparties including ongoing monitoring.
• Monitor portfolio exposures, limits, collateral coverage, and concentration risk.
• Evaluate transaction structures, collateral arrangements, and margin methodologies to support prudent risk-taking.
• Collaborate with Treasury, Legal, and second-line Risk teams on onboarding and execution.
• Develop portfolio analytics, stress testing, and management reporting across the securities financing portfolio.

Skills

5+ years exp

Analytical skills

Excel advanced

Data analysis

Communication

Multi-tasking

Problem-solving

Quantitative skills

Education

Bachelor's degree in Finance/related field

Tools

SQL

Tableau

Python

Power BI

Alteryx

Job description

Charles Schwab is seeking a Manager, Counterparty Credit Risk – Securities Financing to join the Finance Risk Management team in Dallas. You will lead risk assessment across broker-dealers, banks, and custodians involved in securities financing, and partner with Treasury and Legal to shape onboarding and risk controls.

This role offers hybrid work, growth opportunities, and a strong emphasis on data-driven decision making.