Business Analyst - Wealth and Asset Management

Charles Schwab Corporation; Markham; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a leading financial services firm as a Quantitative Research Platform Analyst, where you'll leverage your analytical skills to support innovative investment initiatives. Collaborate with business and technology partners to create scalable solutions that empower clients in their financial journeys. This role offers opportunities for professional growth in a dynamic environment.

Benefits

Bonus or incentive opportunities

Qualifications

• 3+ years of software and platform development experience in investment management.
• Experience with financial datasets like Bloomberg and Morningstar.

Responsibilities

• Evaluate financial datasets and interpret research code bases.
• Document detailed functional requirements for advanced solutions.

Skills

Business Analysis

Data Analysis

Communication

Problem Solving

Education

Bachelor's degree

Masters or PhD

Tools

Python

R

Excel

Power BI

SQL

NoSQL

Job description

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 are looking for a Quantitative Research Platform Analyst who is passionate about technology and the experiences it can create to join our Research and Analytics development team within the Wealth and Asset Management (WAM) Engineering organization. (WAM) Engineering is a part of Schwab Technology Services that is responsible for Schwab's wealth, advice, investment management, and research platforms. Everything that WAM Engineering builds serves Schwab’s mission of helping clients reach their financial goals.

This is an opportunity to work as a hands-on business analyst focused on a variety of innovative quantitative research and investment initiatives. In this role you will work with business and technology partners to understand the needs of clients, researchers and portfolio managers. You will also evaluate financial datasets, interpret research code bases, and document detailed functional requirements with the goal of creating reliable, scalable, and advanced solutions that will help our clients take ownership of their financial futures. The investment models, analytics, and reporting products you will support are leveraged by multiple organizations across Schwab for portfolio management, client advice, and product development. If you’re looking to bring your expertise to a firm that will provide consistent challenges, promoting development and ownership of your career, this is the role for you.

What you have

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

Required Qualifications

• Bachelor's degree required, Masters or PhD preferred
• Hands on business and data analysis experience gained through 3+ years of software and platform development within the investment management domain
• Working experience required with Schwab systems and processes
• Experience with application development technologies used for quantitative model research and development (e.g. Python or R) as well as business intelligence tools (e.g. Excel and Power BI)
• Knowledge of quantitative investment processes and experience working with financial datasets (e.g., Bloomberg, Morningstar, FactSet)
• Detailed understanding of asset class definitions, asset allocation and portfolio models, investment vehicles, risk management, and optimization
• Familiarity with SQL and NoSQL database technologies (e.g. MongoDB, BigTable, DynamoDB).
• Strong written and verbal communication skills

Preferred Qualifications

• CFA Charterholder
• Language proficiency to interpret text and financial data in international markets (particularly Europe, Asia)
• Ability to work independently and also collaborate with all types of stakeholders, both technical and business, peers, and leaders
• Ability work in a fast-paced environment and contribute to multiple projects simultaneously
• Strong problem solving and critical thinking skills
• Ability to quickly grasp complex concepts and learn new technologies
• Strong customer focus with a sense of ownership and determination to drive solutions in a collaborative environment

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