Charles Schwab Trading Assistant in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Jessie M. Golden


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 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 Treasury Capital Markets group within Corporate Treasury manages fixed-income investments in several portfolios totaling over $150 billion in assets primarily for the benefit of Charles Schwab Corporation, Charles Schwab & Co., Inc., and Charles Schwab Bank.

As a member of the Treasury Capital Markets group, you will play a key role in supporting and executing trades in various fixed-income instruments while seeking to optimize portfolio returns within the corporate policy, risk, and regulatory framework. Active sectors for this position currently include Money Market Investments, Treasuries, Repos, Corporate Debt. You will also provide backup to other portfolio managers and traders in Agency CMBS, Agency MBS, ABS, and munis. Furthermore, you will be responsible for monitoring trade settlements and performing trade entry.

What you’ll do:

  • Trade execution support as directed by traders and portfolio managers

  • Monitor trade settlements after input into trade inventory system and/or trade blotter

  • Screen dealer inventories for appropriate investment opportunities

  • Manage physical and electronic records of daily trade activity

  • Update market levels on internal presentations and trading dashboards

  • Support regulatory reporting requirements and audit efforts

What you have:

  • A knowledge of fixed income capital markets

  • Excellent quantitative and analytical skills

  • Experience in trading, investing, and securities operations preferably in a trading desk environment

  • Proficiency in Excel, PowerPoint, Bloomberg and other investment software

  • Excellent oral and written communication skills

  • Strong interpersonal and management skill with the ability to build cross-organizational relationships

  • Ability to negotiate trade executions

Four Critical Success Factors for the Role:

  • Keen attention to detail

  • Ability to work efficiently by meeting deadlines without violating policy and/or regulatory limits or other constraints

  • Ability to work effectively with internal and external counterparts

  • Ability to multi-task and efficiently prioritize work while maintaining composure in a potentially stressful environment

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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" .

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 7

Relevant Work Experience: Capital Markets-less than 2 yrs, Capital Markets-2-5 yrs, Trading-2-5 yrs, Trading-less than 2 yrs, Accounting and Finance-2-5 yrs, Banking-less than 2 yrs, Accounting and Finance-less than 2 yrs, Banking-2-5 yrs

Position Located In: CO - Lone Tree, CO - Denver

Education: BA/BS

Job Type: Full Time


Activation Date: Thursday, September 21, 2017

Expiration Date: Monday, October 16, 2017

Apply Here