Sr Specialist - Business Systems Analysis
Your Opportunity
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.
What you have
Required Qualifications
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
Preferred Qualifications
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
Job Family-Specific Competencies
Analytical Thinking - Approaching a problem by using a logical, systematic, sequential approach
Attention To Communication - Ensuring that information is passed on to others who should be kept informed
Oral Communication - Expressing oneself clearly in conversations and interactions with others
Persuasive Communication - Ability to plan and deliver communications that are impactful and persuasive with their intended audiences
Strategic Thinking - Analyzing an organization’s competitive position and developing a clear and compelling vision of what the organization needs for success in the future
Written Communication - Expressing oneself clearly in business writing
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications
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
Preferred Qualifications
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
Job Family-Specific Competencies
Analytical Thinking - Approaching a problem by using a logical, systematic, sequential approach
Attention To Communication - Ensuring that information is passed on to others who should be kept informed
Oral Communication - Expressing oneself clearly in conversations and interactions with others
Persuasive Communication - Ability to plan and deliver communications that are impactful and persuasive with their intended audiences
Strategic Thinking - Analyzing an organization’s competitive position and developing a clear and compelling vision of what the organization needs for success in the future
Written Communication - Expressing oneself clearly in business writing
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.