Senior Business Analyst - Portfolio Optimization - 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. 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).

Schwab Wealth & Asset Management Engineering (WAME) Technology is part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management, and Trading platforms to provide products, advice and services to institutional and retail clients manage investments.

This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the “Best IT Team of the Year” and the “Asset Manager Digital Tool of the Year”.

Team is high performing and plays a key role in developing the technical strategy, designing systems, and delivering to high quality standards.

• Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution.
• Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors.
• Partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.
• Coordinating user acceptance testing between vendor, business and WAM technology team.
• Ensuring that system solutions are delivered successfully to the business stakeholders.
• Providing deep data support and maintenance of vendor applications and in-house systems, as needed.
• Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies.
• Adapting to changing priorities and managing multiple tasks.
• Knowledge Visio, Lucid chart or other visualization software, experience building flowcharts to represent workflows.
• Strong knowledge of webservices and / or API specifications and ability to transform business requirements to stories in JIRA and confluence.
• Experience with collaborative tools such as Jira, Confluence is required.

What you have

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

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 :