How to Advance Your Career at Schwab: Exploring Alex's Journey to Becoming a Chartered Financial Analyst
Por Andie T.
Entre os muitos valores e crenças principais de Schwab, o desejo de promover a si mesmo em sua carreira e acender sua paixão é aquela que muitos schwabbies têm em comum. A capacidade de obter conhecimentos e conhecimentos adicionais na perspicácia de negócios ou mesmo em um campo completamente novo é uma oportunidade que muitos não desejam deixar passar. Na Schwab, essa oportunidade é oferecida aos nossos schwabbies de várias maneiras, uma das quais reembolsa as despesas elegíveis dos funcionários para educação e treinamento qualificados aprovados. O reembolso da educação é um benefício oferecido pela Schwab, que pretende oferecer à Schwabbies oportunidades para desenvolver suas habilidades e avançar em sua carreira. Antes de iniciar sua carreira em análise financeira, Alex trabalhou para a equipe de supervisão e controles que apoiava os serviços de investidores logo após a faculdade. Depois de passar 5 anos com esse grupo, Alex mencionou: "Foi um ótimo ponto de entrada no setor. Eu descobri rapidamente que estava realmente interessado em análises financeiras e, ao fazer pesquisas, descobri que o CFA seria uma ótima maneira de obter o conhecimento que eu realmente precisava para iniciar minha carreira em análise financeira".
For current Schwabbie, Alex B., the education reimbursement benefit helped him reach his goal of becoming a financial analyst through earning his CFA (Chartered Financial Analyst). Before he started his career in financial analysis, Alex worked for the Supervision and Controls team that supported Investor Services right out of college. After spending 5 years with this group, Alex mentioned, “It was a great entry point into the industry. I figured out fairly quickly that I was really interested in financial analysis and through doing research, I found that the CFA was going to be a great way to get the knowledge I needed to really start my career in financial analysis.”
Depois de perceber que gostaria de buscar seu interesse em se tornar um analista financeiro, a preparação para o CFA foi a próxima etapa lógica seguinte || 198 
logical step. Alex described how he, “did the research and saw how much it would cost. I had saved some money up, but obviously it’s pricey. There are 3 exams that you prepare for and it takes 2-3 years to get it done.” Despite the expenses and long-term commitment, Alex described how his senior management and team leaders showed their support and encouragement for him pursuing this opportunity: “When I spoke to my leaders in supervision about it, they were all really supportive. Aggie Cahill – who’s the current SVP of Supervision – she’s big on developing her people, so she was 100% behind it. She said, ‘Yeah I think that’s a great idea. I want to see you continue to grow in this industry.’ Elaine Logue was the SVP of Supervision at the time and Aggie was reporting to her. Elaine was also very supportive of me expanding my knowledge and going for the CFA, so they were both completely behind me doing it and allowed me to go and use the benefit for that.”
With supportive leaders by his side, Alex’s teammates also followed suit: “Sometimes I would study in the morning before work. I’d come in a little early and maybe study an hour before work and my teammates were super supportive of it. They knew that I was putting in a decent amount of study time, just like outside of work. They’d always ask me how’s it going. Right before the exams, like the week leading up to the exam they’d always say, “We know you’re under a lot of pressure, so let us know if you need any help. Let us know if your workload is too heavy and fortunately, I was able to manage that. But they said hey, if you need a helping hand or something like that with work, just let us know and we can get you the help you need. So, I really appreciated them being super supportive.”
Depois de ganhar oficialmente seu CFA, Alex observa o quão benéfico isso foi para progredir em sua carreira em finanças: “Eu tive uma explosão passando pelo programa da CFA, aprendi muito. Para quem está interessado no programa, eu o recomendo. Eu consegui minha função atual. ”
O trabalho que Alex queria, que é o seu papel atualmente, está trabalhando como analista financeiro que apoia o financiamento corporativo:" Sou analista financeiro da Schwab Asset Management Solutions ou SAMS, como são chamados agora ". Em sua função como analista financeiro, o CFA provou ser bastante valioso e uma parte essencial de ter sucesso em sua posição: “O conhecimento que obtive sobre a análise financeira passando por esse programa - eu uso a maior parte desse conteúdo todos os dias em várias partes do meu papel, várias tarefas diferentes em que os mais interessados em que eu tenho que me beneficiava diretamente. and foremost from the beginning before you start anything, try to really do the research and make sure it’s going to help you get to your end goal, so you don’t invest a lot of time and effort into something and then realize later down the line that this isn’t really going to help me reach my career goals. Before you get started, try to look at your schedule and say when can I invest the time to study? When can I invest the resources to get this done? For me, I decided I’m a morning person, so I think spending an hour in the Manhã, quatro dias por semana, isso me levará ao meu objetivo final. ”
For anyone also interested in pursuing the CFA, Alex had some parting advice and thoughts: “First and foremost from the beginning before you start anything, try to really do the research and make sure it’s going to help you get to your end goal, so you don’t invest a lot of time and effort into something and then realize later down the line that this isn’t really going to help me reach my career goals. Before you get started, try to look at your schedule and say when can I invest the time to study? When can I invest the resources to get this done? For me, I decided I’m a morning person, so I think spending an hour in the morning, four days a week, that will get me to my end goal.”
