Sr Specialist - Business Systems Analysis

Charles SchwabSouthlake, TX
62d

About The Position

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. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning. This newly created role will support the future growth of the Schwab Asset Management (SAM) business. As a Sr. Specialist, Business Systems Analyst, you will be working directly with the portfolio managers, traders, and compliance teams responsible for managing SAM's assets. As a member of a high-performing platform team, you will deliver high-quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing environment. You will gain expertise in SAM's order management system and leverage this knowledge to improve business outcomes.

Requirements

  • Hands-on experience gained through 3-8 years in a software development, technical support, or other role in a financial services or financial technology organization
  • Organized, self-reliant, and self-motivated, with attention to detail and ability to multi-task
  • Adept at effective communication and forming strong relationships with vendor and internal stakeholders

Nice To Haves

  • A university degree in a program, such as Computer Science, Engineering, or Information Systems, finance or related.
  • Advanced degrees and/or other professional certifications are a plus
  • Prior experience in the financial services with a good understanding of portfolio management and trading
  • Understanding the data elements required to support systems implementation - Orders, Holdings, Compliance, Risk and Performance
  • Ideal candidates will have experience in investment process—portfolio construction, portfolio rebalance and portfolio risk and analytics.
  • Exposure to relational databases (SQL Server, PostgreSQL) and SQL queries
  • Familiarity with Atlassian Jira and Confluence
  • Finance CFA Foundation or CFA certification would also be accepted.
  • 6 months or more of Schwab technology domain experience gained as a current or recent contractor or employee
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