Charles Schwab-posted 2 months ago
Senior
Southlake, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Wealth & Asset Management Engineering (WAME) Technology is part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management, and Trading platforms to provide products, advice and services to institutional and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the 'Best IT Team of the Year' and the 'Asset Manager Digital Tool of the Year'. Team is high performing and plays a key role in developing the technical strategy, designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts. 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.

  • Serve as subject matter expert for business partners and technology.
  • Work through financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution.
  • Conduct requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
  • Partner with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
  • Coordinate user acceptance testing between vendor, business and WAM technology team.
  • Ensure that system solutions are delivered successfully to the business stakeholders.
  • Provide deep data support and maintenance of vendor applications and in-house systems.
  • Gain in-depth business knowledge to represent the business community in technical solutions.
  • Adapt to changing priorities and manage multiple tasks.
  • Extensive experience in financial Asset management, particularly equity trading, portfolio management, operations, and accounting.
  • Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi.
  • Subject matter expertise and experience with IBOR Systems - preferably Vestmark.
  • Ability to manage and communicate multiple and changing priorities and deadlines in a matrixed organization.
  • Demonstrated ability to analyze and provide technology recommendations to the business.
  • Experience in systems development life cycle including defining and documenting specifications.
  • Confidence in presenting both strategic and tactical vision to the business team.
  • Desire to work with both in-house developed systems and third-party vendor packages.
  • Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.
  • BA/BS in finance, computer science or related field.
  • 8+ years of relevant experience working as an IT business systems analyst or business analyst transitioning to technology.
  • Experience in component-based development (integrating vendor products with in-house developed code).
  • Strong data analysis skills.
  • Working experience in an agile development environment.
  • Eligible for bonus or incentive opportunities.
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