Sr Specialist, Trading and Trade Support

Charles Schwab Inc.•Westlake, TX

10d•$57,400 - $90,000•Onsite

About The Position

The CSIM Security Operations Team within the Trade Operations Team (TOPS) provides support and oversight to the Portfolio Managers (PMs) & Credit Analysts as it relates to the daily trading and review of issuers and securities on behalf of the Schwab mutual fund and exchange traded fund (ETF) products. We hold ourselves to the highest of standards and strive to create a strong functional atmosphere in which our business partners can focus solely on making effective decisions for our funds and our clients.

Requirements

Bachelor’s Degree Required
1-3 years of experience in financial operations preferred
Familiarity with equity or fixed income instruments
Demonstrate good judgment in selecting methods and techniques for obtaining solutions
Require little instruction on day-to-day work in operational processes
Ability to identify and solve issues proactively and independently
Strong communication, teamwork, and relationship building skills
Ability to work a flex 8 hour schedule 7:00am – 4:00 pm CST

Nice To Haves

BlackRock’s Aladdin system experience preferred but not required

Responsibilities

Set up and maintain credit entities and securities and all other relevant attributes within the systems
Validate and monitor internal and external credit ratings, outlooks and watches
Request final documentation and perform review for accuracy and material changes
Work with business partners to research/resolve issues related to data discrepancies
Daily, weekly, monthly and ad hoc reporting to business partners
Assist in the completion of operational projects
Find efficiencies in our current workflow
Liaison between PM, Credit Analysts and Operational Teams
Provide support for managers on critical issues