Sr. Specialist - Business Analyst
About The Position
The Business Analyst will provide dedicated support across strategic Securities Lending initiatives, partnering with stakeholders to translate business objectives into clear requirements and executable plans. The role helps ensure new capabilities are thoughtfully designed, effectively implemented, and aligned with client and business needs. Reporting to the Director of Product Development, the Business Analyst connects strategy to execution across high-priority initiatives. The role translates business needs into requirements, strengthens decision-making through data and analysis, and coordinates delivery across business, operations, product, and technology partners. Work includes building analytical tools to track success and client satisfaction with internal and external technology relationship efforts; production planning, coordination, and execution; meeting milestones; anticipating issues; managing dependencies; and resolving challenges across multiple workstreams. The successful candidate brings structure to complex work, communicates effectively, and builds strong cross-functional relationships.
Requirements
- Bachelor’s degree required.
- At least three years of experience creating requirements, data- and key-metrics-based artifacts that support transforming requirements into deliverables.
- Financial services experience.
- Ability to create structure in ambiguous situations and communicate recommendations clearly to working teams and senior leaders.
- Demonstrated ability to manage multiple workstreams, priorities, dependencies, and stakeholders in a complex environment.
- Strong strategic thinking, quantitative analysis, problem-solving, and attention to detail.
- Excellent written and verbal communication skills and demonstrated ability to build effective cross-functional relationships.
- Proficiency in Excel, Word, and PowerPoint.
- A proactive, self-motivated team player who thrives in collaborative environments, values teamwork, and brings a growth mindset.
Nice To Haves
- SIE or other relevant industry credentials.
- Broker-dealer or securities lending knowledge.
- Experience with Access.
- Experience with SQL, Tableau, and Alteryx.
- Exposure to Python and Farnam.
Responsibilities
- Partner with the Director of Product Development and key stakeholders to define business needs, objectives, scope, and success measures for prioritized initiatives.
- Develop clear, detailed functional and non-functional requirements for changes that support the firm’s strategic initiatives.
- Coordinate with stakeholders across Securities Lending, including Strategy, back-office teams, and Product Owners, to support planning and delivery across multiple workstreams.
- Help align Securities Lending business functions with stakeholders in FIT, Technology, AI, and other technology domains.
- Structure data analytics, systems, and databases used to validate business requirements and execute changes that meet those requirements.
- Support business cases, journey-mapping sessions, working meetings, and other forums used to shape product and process improvements.
- Participate in and assist in hosting Schwab industry events such as roundtables and symposiums.
- Ensure compliance with related policies and procedures.
- Anticipate and appropriately plan for future resource needs.
- Help build analytical tools to track success and client satisfaction with internal and external technology relationship efforts.
- Support production planning, coordination, and execution; meet key milestones; anticipate issues; manage dependencies; and resolve challenges across multiple workstreams.
Benefits
- Bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
