Charles Schwab

Business Systems Analyst

Posted on: 9 Jan 2021

Lone Tree, CO

Job Description

Your Opportunity
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of own your tomorrow every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Business Systems Analyst will play a key role in organizing and driving work within the Reference Data Product Support Services (RDPSS) 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 are good at

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.

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

* Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
* Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)
* 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
* Knowledge of the trading, operations, settlement and reporting processes in a regulatory environment.
* Working knowledge of Mutual Fund products; Fixed Income and Equity knowledge also preferred.
* Mandatory-Bachelors Degree or Equivalent professional experience.
* Preferred- Financial/Trading background
* Preferred- Series 7 and 63 licenses preferred. (Ability to obtain optional)
* Preferred- Experience as business analyst









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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. Were 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: Whats 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.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

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.

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Charles Schwab

San Francisco, CA

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Our purpose is to champion every client's goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.