Charles Schwab

Business Systems/Techno-Functional Analyst - Fixed Income Investments (Investortools Perform)

Charles Schwab$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in computer science, Computer Engineering, Financial Engineering, or equivalent experience.
  • 5+ years of experience in Fixed Income Separately Managed Accounts (SMA) with a focus on Investortools Perform.
  • Experience in supporting Investortools Perform Task Scheduler and custom report creation.
  • Vendor liaison experience as a Level 3 Subject Matter Expert (SME) for Investortools Perform and Inhouse applications.
  • Solid experience in Agile methodologies and business requirement documentation.
  • Strong SQL skills and data analysis experience.
  • Excellent communication, analytical, and problem-solving skills.

Responsibilities

  • Gather and document business requirements for technology solutions.
  • Configure and customize Investortools Perform and related applications.
  • Translate business needs into technology-friendly specifications.
  • Implement solutions in-house or with vendor collaboration.
  • Test applications and support User Acceptance Testing following Agile processes.
  • Collaborate with SAMS businesses and product owners throughout the project cycle.
  • Act as a Level 3 SME and liaison for technology escalations.

Benefits

  • Opportunities for bonuses or incentives based on performance.
Full Job Description

What0you00do:0

0

As a Business Systems/Techno-Functional Analyst - Fixed Income Investments (Investortools Perform), you will be responsible for delivering high quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing delivery environment. The ideal candidate will be a highly motivated, organized, and experienced business-focused technology individual with a proven record of Investortools platform engineering and delivery to a front office investment management business.0

00

The Business Systems/Techno-Functional Analyst - Fixed Income Investments platform engineering role responsibilities include hands-on requirements gathering, documentation,0configuration and customizations0related to0Investortools0Perform, Credit Scope,0and Inhouse portfolio construction application.0The role will translate0business0requirements0into0technology friendly language0and complete the implementation in-house or in collaboration with0vendors. This role0will entail testing and supporting User acceptance testing following0Agile scrum process.0You will work collaboratively in a0full Agile model in partnership0with0SAMS0businesses0requiring0close communication and collaboration with product owners and business0stakeholders. You0will act0as a0vendor for0liaison0and0techno-functional Subject0Matter0Expert0(Level 3 SME and support)0for escalations on0Investortools0Perform and Inhouse application as needed

0

What you have

Required Qualifications:0

  • Bachelor's degree in computer science,0Computer0Engineering,0Financial Engineering, or equivalent experience.0
  • 5+ years of experience in Fixed Income Separately Managed Accounts0(SMA)0area with0a strong0focus on0Investortools0Perform configuration, customization,0and development.0
  • Experience0supporting0Investortools0Perform Task Scheduler, Upgrades, custom report creation, business configurations related to styles, rules, trading configurations.00
  • Exposure0as a0vendor for0liaison0and0Level 3 SME and support for escalations on0Investortools0Perform and/or0Inhouse application.00
  • Solid experience with and0understanding0Agile in developing epics, themes, user stories, supplementary requirements, and business rules are essential.0
  • Prior data analysis and data-mapping experiences with strong SQL0skills0are0a must.a00
  • Excellent0interpersonal, analytical, problem-solving,0written communication, presentation, and facilitation skills.0
  • Well-organized and disciplined with high attention to detail0who0takes initiative and can work independently.0
  • Flexible and adaptable working with various business domains.0
  • Strong Excel0expertise0required, including VLOOKUP, PivotTables, data transformation, and related skills.0

0

a0Preferred Qualifications:0

  • Masters degree in computer science,0Computer Engineering, Financial Engineering, or related fielda00
  • Experience with Municipal bond trading and portfolio management is highly desirable.a00
  • Experience with Fixed Income0portfolio management and trading processing0including0SMA business0workflows0process is highly desirable.0
  • Experience in .NET, and object-oriented programming0languages0is a plus.0
  • Experience using0Copilot and LLM based productivity enhancement tools.0

0

In addition to the base pay range, this role is also eligible for bonus or incentive opportunities.0

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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