Sr Specialist - Business Systems Analysis - Hybrid

Position Type : Regular

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