Senior Data Analyst

Plaud; San Francisco (CA); Hybrid; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Manager for Business Systems Analysis to drive impactful solutions in asset management. This role involves collaborating with business stakeholders and development teams to enhance technology systems critical to the company's competitive edge. The ideal candidate will possess a strong background in financial services, with expertise in SQL and Agile methodologies. Join a dynamic team committed to innovation and excellence, while enjoying a supportive culture that prioritizes your professional growth and work-life balance. This is a unique opportunity to make a meaningful impact in the finance industry.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

28-day sabbatical after 5 years

Paid parental leave

Health insurance

Dental insurance

Vision insurance

Qualifications

• Proven record in business analysis within financial services.
• Experience with financial technologies and data structures.
• Strong communication skills for technical and business stakeholders.

Responsibilities

• Identify gaps in business requirements and deliver solutions.
• Support key stakeholders in the asset management domain.
• Collaborate with technical teams to troubleshoot issues.

Skills

Business Analysis

SQL Queries

Agile Methodologies

Financial Services Knowledge

Communication Skills

Problem Solving

Education

Bachelor's Degree in Computer Science

Advanced Degrees or Certifications

Tools

Jira

Confluence

Aladdin

Charles River

Vestmark

Job description

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.

Wealth and Asset Management (WAM) Engineering is an organization within Schwab Technology Services aligned to support the technology needs of Schwab Asset Management (SAM), Wealth & Advice Solutions (WAS), the Schwab Center for Financial Research (SCFR), and Third-Party Platform teams. WAM Engineering Investments, an organization within WAM Engineering, is dedicated to providing support to SAM’s front office team.

This newly created role will support the future growth of the SAM business. As a Senior Manager, Business Systems Analysis Lead, you will partner with business stakeholders and development teams to identify gaps in business requirements and provide technical expertise for new and current systems. You will deliver high-quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing environment.

You will play a critical role in supporting key stakeholders across the SAM organization, which is focused on Schwab’s proprietary ETF, Mutual Fund, and SMA products. Supported business functions span SAM’s equity portfolio management and equity trading teams. You will be working with a team of talented and highly motivated technologists that strive to make technology a strategic differentiator for Schwab’s SAM business and their clients.

What you have :

This role requires a highly motivated, organized, and business-focused analyst with a proven record of delivery. You have a desire to continuously improve a highly customized technology stack that is critical to SAM’s competitive advantage in the asset management industry. You thrive working in a team environment, both with technical and business partners, while being a self-motivated problem solver.

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

• A university degree in a technical program, such as Computer Science, Engineering, or Information Systems. Advanced degrees and / or other professional certifications are a plus
• Working experience with Schwab processes and systems
• Hands-on industry experience gained through a complex financial services business analyst role
• Experience in financial industry-specific technologies, such as FIX messaging, market data APIs, and investment management systems (such as Aladdin, Charles River, Vestmark, etc)
• Strong written and verbal communication skills, with the ability to explain complex technical processes to business stakeholders and to create actionable user stories for the software developers
• Documented experience writing SQL queries and understanding of complex data structures of financial data (security master, etc)
• Ability to test new code and provide constructive feedback to the development team
• Experience supporting portfolio managers and / or traders across third party and custom applications and being able to troubleshoot complex issues encountered
• Recent experience working in Agile (Scrum or Kanban) teams, as both a practitioner and an adherent, using Jira / Confluence

Preferred Qualifications

• Strong understanding of SDLC and DevOps
• Strong customer focus with a sense of ownership and determination to drive solutions in a collaborative environment
• 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

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
• Health, dental, and vision insurance

About the company

The Charles Schwab Corporation is an American multinational financial services company founded and based in San Francisco, California.