Senior Business Analyst

California, US

Requisition ID 2025-108243 Category Technology Position type Regular Pay range USD $150,000.00 - $210,000.00 / Year Application deadline 2025-07-27

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Your opportunity

Schwab Asset Management Solutions (SAMS) Technology is part of the Schwab Technology Services (STS) organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications.

SAMS Technology is aligned to support the technology needs of Schwab Asset Management (SAMS) which is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab’s exchange-traded funds, referred to as the Schwab ETFs™. With over $370bn in assets under management, SAMS is the 3rd largest provider of index funds and the 7th largest provider of money market funds.

What you’ll do:

This is a Senior Manager -Business Analyst – Investments Technology role, with responsibilities including hands-on requirements gathering, documentation, leading project workstream and working in close collaboration with product owners and business stakeholders.

The role will translate the business requirements in technology friendly language for implementation. This role will entail testing and supporting User acceptance testing following agile scrum process.

What you have

Senior Software Development and Engineering role -

- 11+ years of experience as a Business Analyst with track record of delivering business value

- Experience with Municipal bond trading and portfolio management is highly desirable.

- Experience with Investortools Perform is highly desirable.

- Experience with Fixed Income Separately managed accounts (SMA) business process is highly desirable.

- Solid experience with and understanding of Agile in developing epics, themes, user stories, supplementary requirements, and business rules is essential.

- Experience with Separately Managed Accounts or Fixed Income asset management is preferred

- Prior data analysis and data mapping experiences with strong SQL skill is a must

- Good interpersonal, analytical, problem-solving skills and excellent written and verbal communication skills

Personal Characteristics

Excellent written communication, presentation, and facilitation skills
Self-starter: takes initiative and can work independently
Well-organized and disciplined with high attention to detail.
Flexible and adaptable working with various business domains

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

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