Specialist, Trading & Trade Support
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Security Operations is looking for a highly-motivated, self-driven individual well-versed in investment operations, data validation and business analysis. The team is responsible for reporting, data integrity, operational and technical support, as well as general business support, project management and governance functions for the funds. It is anticipated that this role will be a blend of operations and analyst support for the Schwab funds, particularly our money market and bond funds.
Specific responsibilities include:
- Set up and maintain entities and securities and relevant attributes within the Aladdin System
- Validation and monitoring of internal and external credit ratings, outlooks and watches
- Request final documentation and perform review for accuracy and material changes
- Identifying and implementing operational process and productivity improvements to enhance control and ensure data integrity
- Work with business partners to research/resolve issues related to data discrepancies
- Assist in the creation and updating of policies and procedures in OneNote
- Perform on-going surveillance and validation of large amounts of data for compliance and reporting purposes
Critical Success Factors Include: Ability to work seamlessly with a variety of stakeholders; Ability to independently manage multiple priorities in a dynamic environment; Strong problem solving, research and analytical skills with an emphasis on attention to detail.
What you have
Required Qualifications
- Bachelor’s degree required. Degree in Business, Economics, or related field preferred (or equivalent work experience)
- Minimum 2-3 years’ experience within the financial services industry specifically in fixed income and investment management operations
- PC literacy with a high level of proficiency in all Microsoft Office suite applications; Strong Excel skills
Preferred Qualifications
- Attention to detail, accuracy and timeliness
- Experience with Bloomberg and Blackrock Aladdin System
- Strong organizational and time management skills
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
- Bachelor’s degree required. Degree in Business, Economics, or related field preferred (or equivalent work experience)
- Minimum 2-3 years’ experience within the financial services industry specifically in fixed income and investment management operations
- PC literacy with a high level of proficiency in all Microsoft Office suite applications; Strong Excel skills
Preferred Qualifications
- Attention to detail, accuracy and timeliness
- Experience with Bloomberg and Blackrock Aladdin System
- Strong organizational and time management skills
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.