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.

WAM Engineering Investments Technology is aligned to support the technology needs of Schwab Asset Management (SAM) investment professionals across portfolio management, trading, and compliance for Schwab’s proprietary mutual funds, referred to as the Schwab Funds and Schwab’s exchange-traded funds, referred to as the Schwab ETFs™. With over $900bn in assets under management, SAM is the 3rd largest provider of index funds, 5th largest provider of ETFs and the 5th largest provider of money market funds.

Our group is responsible for the divisions use of information technology including all telecommunications, operations, client, and business applications. We are essentially the front-office for Schwab Asset Management that continues to harness state-of-the-art technologies for differentiating Schwab portfolio research and asset management. Our team has won several industry awards such as the “Best IT Team of the Year” and the “Asset Manager Digital Tool of the Year”. Your role as a Senior Business Systems Analyst is to play a key role in developing our evolving business strategies, designing systems, and maintaining vendor systems. You will also serve as a subject matter expert to business partners and technology, working through financial application enhancements, issues and questions related to Order/Trade processing of ETFs and Index Funds for Equity and/or Fixed Income.

What you have

Required Qualifications

• BA/BS Degree in finance, computer science or related field
• 8 years of relevant Asset Management experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology.
• 5-7 years of experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.
• 5-7 years of experience conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
• 5 years of experience working in a cross functional environment while supporting multiple lines of stakeholders, such as trading, portfolio management, compliance, and/or risk.
• 5 years of experience partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
• 5 years of experience analyzing and providing technology recommendations to the business.
• 3-5 years of working knowledge in Visio, Lucid Chart or other visualization software, with experience building flowcharts to represent workflows.
• 3-5 years of experience with collaborative tools such as Jira and Confluence.

Preferred Qualifications

• Finance CFA Foundation or CFA certification.
• Subject matter expertise and experience with OMS/EMS, Order Management Systems - BlackRock Aladdin, CRD or other widely used enterprise OMS solutions. EMS solutions – Virtu Triton, Bloomberg EMSX.
• Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting.
• Strong knowledge of webservices and/or API specifications and ability to transform business requirements to stories in JIRA and confluence.
• Experience in component-based development (integrating vendor products with in-house developed code).
• Strong data analysis skills and working experience in an agile development environment.
• Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal.
• Desire to work with both in-house developed systems and third-party vendor packages.
• Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.
• 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.