Specialist - 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.

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 location(s).

The Business Systems Analyst will play a key role in organizing and driving work within the Security Master Data Management (SMDM) team and across the larger Technology portfolio. Core responsibilities include partnering with business stakeholders, product owners, and technology leads on requirements analysis, and participating in key meetings for platform evolution and data quality.

The team is responsible for supporting the platforms intended to transform how security market reference data is managed across the firm as a strategic enterprise asset. One of the functions of the Business Systems Analyst is to ensure the integrity and accuracy of the data quality and completeness for all Fixed Income, Equity and Mutual Fund securities. Daily functions include both basic and complex functions related to adding securities to the security master with daily interaction and collaboration with internal business partners.

What you'll do:

To be effective in this role and successfully minimize aggregate risk to the firm, candidate must have experience with securities and markets to deliver superior customer service to both our internal and external clients, while demonstrating flexibility and good judgment in prioritizing multiple tasks for complex processes. This role will leverage a variety of tools, information sources and experience, contribute to the research and provision of timely and accurate trading security data for use across the firm to support front, middle and back office processes.

In this role you will provide technical expertise in identifying, evaluating and developing systems and procedures that meet user requirements. You will be a liaison between business partners and technology teams, partnering closely with the technology leads across multiple applications to understand project and application strategy as well as drive delivery of solutions.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
• Knowledge of the trading, operations, settlement and reporting processes in a regulatory environment.
• Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business
• Demonstrable communication skills, including presentation development
• Demonstrated prioritization skills under time constraints.
• Product and project management skills. Business judgment, including ability to balance resources, and evaluate and address risks
• Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Vision
• Working knowledge of Mutual Fund products; Fixed Income and Equity knowledge also preferred.
• Mandatory-Bachelor’s Degree or Equivalent professional experience.

Preferred Qualifications: 

• Preferred- Financial/Trading background
• Preferred- Series 7 and 63 licenses preferred. (Ability to obtain optional)
• Preferred- Experience as business analyst

In addition to the salary range, this role is also eligible for bonus or incentive opportunities