Job Description
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
WAM Engineering Investments Technology is aligned to support the technology needs of Schwab Asset Management (SAM) investment professionals across portfolio management, trading, and compliance for Schwab's proprietary mutual funds, referred to as the Schwab Funds and Schwab's exchange-traded funds, referred to as the Schwab ETFs™. With over $900bn in assets under management, SAM is the 3rd largest provider of index funds, 5th largest provider of ETFs and the 5th largest provider of money market funds.
Our group is responsible for the divisions use of information technology including all telecommunications, operations, client, and business applications. We are essentially the front-office for Schwab Asset Management that continues to harness state-of-the-art technologies for differentiating Schwab portfolio research and asset management. Our team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year". Your role as a Senior Business Systems Analyst is to play a key role in developing our evolving business strategies, designing systems, and maintaining vendor systems. You will also serve as a subject matter expert to business partners and technology, working through financial application enhancements, issues and questions related to Order/Trade processing of ETFs and Index Funds for Equity and/or Fixed Income.
What you have
Required Qualifications
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
WAM Engineering Investments Technology is aligned to support the technology needs of Schwab Asset Management (SAM) investment professionals across portfolio management, trading, and compliance for Schwab's proprietary mutual funds, referred to as the Schwab Funds and Schwab's exchange-traded funds, referred to as the Schwab ETFs™. With over $900bn in assets under management, SAM is the 3rd largest provider of index funds, 5th largest provider of ETFs and the 5th largest provider of money market funds.
Our group is responsible for the divisions use of information technology including all telecommunications, operations, client, and business applications. We are essentially the front-office for Schwab Asset Management that continues to harness state-of-the-art technologies for differentiating Schwab portfolio research and asset management. Our team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year". Your role as a Senior Business Systems Analyst is to play a key role in developing our evolving business strategies, designing systems, and maintaining vendor systems. You will also serve as a subject matter expert to business partners and technology, working through financial application enhancements, issues and questions related to Order/Trade processing of ETFs and Index Funds for Equity and/or Fixed Income.
What you have
Required Qualifications
- BA/BS Degree in finance, computer science or related field
- 8+ years of relevant Asset Management experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology.
- 5-7+ years of experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.
- 5-7+ years of experience conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
- 5+ years of experience working in a cross functional environment while supporting multiple lines of stakeholders, such as trading, portfolio management, compliance, and/or risk.
- 5+ years of experience partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
- 5+ years of experience analyzing and providing technology recommendations to the business.
- 3-5+ years of working knowledge in Visio, Lucid Chart or other visualization software, with experience building flowcharts to represent workflows.
- 3-5+ years of experience with collaborative tools such as Jira and Confluence.
- Finance CFA Foundation or CFA certification.
- Subject matter expertise and experience with OMS/EMS, Order Management Systems - BlackRock Aladdin, CRD or other widely used enterprise OMS solutions. EMS solutions - Virtu Triton, Bloomberg EMSX.
- Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting.
- Strong knowledge of webservices and/or API specifications and ability to transform business requirements to stories in JIRA and confluence.
- Experience in component-based development (integrating vendor products with in-house developed code).
- Strong data analysis skills and working experience in an agile development environment.
- Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal.
- Desire to work with both in-house developed systems and third-party vendor packages.
- Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.
- Coordinating user acceptance testing between vendor, business and WAM technology team.
- Ensuring that system solutions are delivered successfully to the business stakeholders.
- Providing deep data support and maintenance of vendor applications and in-house systems, as needed.
- Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies.
- Adapting to changing priorities and managing multiple tasks.
About Charles Schwab
Learn More About Charles SchwabCharles 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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