Charles Schwab

Software Engineer- Investment Research and Data

Charles Schwab$110K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Computer Science, Engineering, Mathematics, Statistics, or related field.
  • 0–2 years of software engineering experience (internships or project work included).
  • Proficiency in at least one programming language (Python, Java, C#, etc.).
  • Working knowledge of relational data concepts, SQL queries, and ETL/ELT data transformations.
  • Understanding of software engineering practices (version control, code review, automated testing).
  • Ability to troubleshoot using logs/metrics and communicate progress clearly.
  • Demonstrated analytical/problem-solving skills and commitment to secure development.

Responsibilities

  • Collaborate with researchers and product owners to define technical tasks based on business needs.
  • Build and enhance data pipelines for quantitative research and analytics.
  • Implement data-quality controls and contribute to documentation and operational processes.
  • Develop and maintain APIs and supporting services with an emphasis on reliability and performance.
  • Write clean, testable code and adhere to development standards.
  • Participate in Agile ceremonies and communicate project progress and risks.
  • Support incident triage by analyzing logs and driving resolutions.

Benefits

  • Opportunity to grow software engineering and data engineering skills.
  • Collaborative team environment focused on cutting-edge research.
  • Exposure to modern development tools and practices.
  • Engagement in Agile methodologies for dynamic project management.
  • Involvement in large-scale, impactful quantitative research projects.
Full Job Description
Your Opportunity

The Schwab Asset Management (SAM) Engineering organization is a part of Schwab Technology Services that is responsible for Schwab's investment management, operations, data, and research platforms. Everything that SAM Engineering builds serves Schwab’s mission of helping clients reach their financial goals.As a Software Engineer in the SAM Engineering Investment Research Technology group, you will work as a hands-on technologist focused on our quantitative research initiatives. We currently support a variety of existing on-premises and cloud solutions, and we are actively expanding the capabilities of these platforms to drive cutting-edge research and product development activities.  We partner closely with researchers and product teams to acquire, curate, and operationalize diverse datasets — so researchers can move from ideas to back tested signals and production-ready models faster, with strong governance and quality. In this role, you’ll join a collaborative engineering team and contribute hands-on to our modern data platform: building and improving data pipelines, implementing automated data-quality checks, and helping deliver production-grade datasets and services used across research workflows. It’s a great opportunity to grow your software engineering and data engineering skills while seeing your work directly enables quantitative research and model development.

What you have

▪ Partner with researchers, product owners, and other engineers to clarify requirements, ask the right questions, and translate business needs into well-scoped technical tasks and deliverables.▪ Build and enhance data pipelines to ingest, transform, validate, and publish datasets used for quantitative research and downstream analytics.▪ Implement data-quality controls (e.g., schema checks, completeness/accuracy rules, anomaly detection) and contribute to data lineage, documentation, and operational runbooks.▪ Contribute to our data platform and supporting services (APIs, shared libraries, workflow orchestration, scheduling), with an emphasis on maintainability, performance, and reliability.▪ Write clean, testable code and practice disciplined engineering: unit/integration tests, code reviews, version control, and adherence to Schwab development standards.▪ Collaborate with DevOps, production support, and partner technology teams to deliver supportable solutions, including CI/CD, monitoring/alerting, and day-2 operational readiness.▪ Participate in Agile ceremonies (standups, grooming, sprint planning, demos, retros) and communicate progress, risks, and dependencies clearly and early.▪ Support incident triage and problem management by analyzing logs/metrics, identifying root causes, and driving fixes to reduce recurrence (with mentorship as needed).▪ Apply security and compliance best practices (least privilege, secrets handling, secure coding) and follow data governance guidelines when handling sensitive information.▪ Leverage modern development tools—including AI-assisted coding tools where appropriate—to accelerate delivery while maintaining high quality, correctness, and proper review practices.

 

Required Qualification:

▪ Bachelor’s degree in Computer Science, Engineering, Mathematics, Statistics, or a related field (or equivalent practical experience).▪ 0–2 years of software engineering experience (including internships, co-ops, undergraduate research, or substantial project work).▪ Proficiency in at least one general-purpose programming language (e.g., Python, Java, C#, or similar) and comfort learning new technologies quickly.▪ Working knowledge of data fundamentals: relational data concepts, writing SQL queries, and designing/debugging ETL/ELT-style data transformations.▪ Understanding of core software engineering practices such as version control (Git), code review, and automated testing concepts.▪ Ability to troubleshoot issues using logs/metrics and to communicate clearly with teammates and stakeholders about progress, risks, and next steps.▪ Demonstrated analytical/problem-solving skills, including the ability to break down ambiguous problems into smaller, testable steps.▪ Commitment to secure development and responsible data handling (e.g., least privilege, secrets management, and following data governance standards).

 

Preferred Qualification:

▪ Experience building and supporting data pipelines using common patterns/tools (e.g., Airflow or similar orchestrators; dbt or similar transformation tooling).

▪ Expertise building data visualization capabilities using tools such as Plotly Dash, Streamlit, etc.▪ Familiarity with cloud services and concepts (compute, storage, IAM), and/or experience running workloads in a cloud environment.▪ Exposure to containerization and deployment tools (Docker; Kubernetes or similar) and CI/CD pipelines (e.g., GitHub Actions, Azure DevOps, Jenkins).▪ Experience with observability practices (logging, metrics, alerting) and on-call/production support concepts.▪ Familiarity with data modeling concepts and modern data stores (e.g., columnar formats such as Parquet, data lakes/warehouses such as Snowflake, time-series data).▪ Experience working with large or messy real-world datasets and implementing data validation/testing (e.g., Great Expectations or similar).▪ Interest in quantitative finance, statistics, or machine learning, and enthusiasm for enabling research teams with reliable data and tools.▪ Strong written communication skills (documentation, runbooks, design notes) and a collaborative approach to working across disciplines.

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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