Charles Schwab Mutual Fund Modernization Platform Analyst in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s 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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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 Mutual Fund and Alternative Investment Platform Support Team is seeking a Business Analyst to support our exciting Mutual Fund modernization initiative. The team’s goal is to build trust, credibility, and strong partnerships with all business lines, technology support, vendors, and the industry by setting high standards, demonstrating patterns of successful execution, providing thoughtful and strategic guidance in daily interactions, and fostering collaboration, open communication, and transparency.

What you’ll do:

The Business Analyst will assist the Platform Support Team with several key tasks including, but not limited to, the below items. The Business Analyst will be responsible for functional informational interviewing, requirements writing and gathering, technology enhancement tracking, creating and coordinating platform testing, and implementation management. These tasks will be in support of Mutual Fund operational applications, processes, and the various downstream interfaces that are dependent on those systems and processes.

  • Independently manages complex project tasks, leads interview, owns facilitation of discussions, and communications with impacted areas regarding project.

  • Works with business partners to understand business processes, process flows, business needs and analyze pain points, identify viable solutions, and ultimately implement enhancements

  • Represents business owners and end users, and collaborating with technology and or vendors to meet a clearly identified “Business Need” which will benefit from a technology-based solution.

  • Advocate of efficient screen flow and ensuring that process flows match the way people actually work, creating useful systems that people want to work with, and work to guide the creation of intuitive and natural interfaces.

  • Responsible for providing project and business analysis expertise and support to the department and assist them in meeting their business objectives; bringing leadership, perspective, consistency of approach, and quality assurance to assigned projects.

  • Create presentation materials including Leadership project updates, workflow diagrams, and decision matrixes

  • Analyzes complex business problems and issues using data and information from internal and external sources to provide insight to decision-makers.

  • Constructs recommendations and strategic/tactical plans based on business data and market knowledge.

  • Supports various project methodology business requirement development (e.g., RUP, Agile, etc.), defining acceptance criteria, and assisting in defining prioritization

  • Creates and manages User Acceptance Testing plans and production checkout of releases

  • Document platform features for internal and external purposes

  • Training business users on new product features

What you have:

  • Demonstrates independence and leadership qualities that applies appropriate discretion and judgement

  • Demonstrates excellent customer service orientation to include: collaborative and leadership approach to solving for systems or service gaps; ability to internally represent the issues and challenges of clients; and ability to manage stakeholder expectations and provide superior follow-up and prioritization

  • Possess strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision making, and conflict resolution skills.

  • Experience in the various facets of testing; test documentation, execution, and supporting others through the testing life cycle

  • Experience in assisting in business requirement gathering and documentation

  • Ability to effectively manage projects within a cross functional project team (internal and external technology, operations, product, and business organizations)

  • Cultivates productive working relationships within the team, cross domains as well as system vendors

  • Demonstrates flexibility, time management, and good decision making skills when dealing with multiple tasks, changing priorities, varying stakeholder styles, and project complexities

  • Must be organized and detail oriented with the ability to manage multiple tasks simultaneously

  • Committed to creating a culture that identifies innovative solutions and drives improvement

  • Excellent oral and written communications skills with internal and external customers

  • Advanced knowledge of Excel, Access, PowerPoint, Visio and other MS Office Products and applications required to perform daily implementation functions

  • 5+ years of Brokerage Operation and/or business analysis experience; preferably in Mutual Funds

  • Agile training preferred

  • BA/BS degree preferred

  • FINRA Series 7 and 63 preferred

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: CO - Lone Tree