Manager, Business Systems Analysis

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 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 Manager, 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

Technical Expertise and Educational Requirements

Hands-on experience gained through 5-10 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

Schwab technology domain experience gained through at least 1 year as a current or recent contractor or employee 

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.

Job Sub-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