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

Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting.

Subject matter expertise and experience with

optimizers – preferably Axioma and Gurobi.

Subject matter expertise and experience with

IBOR Systems

– preferably Vestmark.

Ability to manage and communicate multiple and changing priorities and deadlines to the business in a matrixed organization, comfortable supporting multiple line of stakeholders in trading, portfolio management, compliance, and risk.

Demonstrated ability to analyze and provide technology recommendations to the business.

Experience in systems development life cycle including the ability to define and document specifications, work with developers to design / analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.

Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal.

Desire to work with both in-house developed systems and third-party vendor packages.

Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills.

Education :

BA / BS in finance, computer science or related field. Finance CFA Foundation or CFA certification would also be accepted.

8+ years of

relevant experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology.

Preferred Proficiencies : Experience in component-based development (integrating vendor products with in-house developed code); strong data analysis skills; working experience in an agile development environment.

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 :

• 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