Charles Schwab Manager, Business Systems Analyst in Chicago, Illinois


Chicago - IL, IL150SW, 150 S Wacker Dr, 60606-4111

Gena Elise Goolsby


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 objective of the CSIM Business Analysis team is to possess in-depth business knowledge to successfully represent the business community in arriving at technical solutions that lead business strategies through implementation. The team participates in the day-to-day support of CSIM applications used by various lines of business in CSIM. The CSIM BA team plays an important role in ensuring that the CSIM user community has the tools it needs to manage over $300 billion in assets.

This position is based in Chicago, IL, managing the business analysis function to support the dynamic needs of the CSIM’s Investment Risk Management area.

What you’ll do:

The role includes management of full-time employees, vendor relationships and contractors. The role encompasses establishing and directing the strategic and tactical goals, building a client driven technology organization improving the software quality, platform and technology service provided to the CSIM business.

In addition to the functional responsibilities within the technology organization, the role will include playing a pivotal role in the requirements gathering process for the Investment Risk technology platform by utilizing the candidate’s blend of business domain and technical knowledge. CSIM Technology strives to build proprietary applications and integrate industry leading vendor software to help our business partners gain a competitive advantage, while we provide a cohesive, flexible and scalable technology platform that supports future business growth. The ideal candidate also needs to be able to have hands-on experience in business analysis and is willing to dive into details as an individual contributor to projects.

What you have:

This role requires a highly motivated, organized and experienced business-focused technology leader with a proven record of software delivery to a front office investment management business.

Qualifications & Experience

  • A university degree from a well-respected academic institution; advanced degrees in Information management, Computer Science, Business Administration and/or other professional certifications are a plus

  • 10+ years of experience leading large scale initiatives in the financial industry, preferably in the area of asset management investment risk, and managing a team of technology professionals

  • Minimum of 7 years’ experience managing a team of business systems analysts that support investment management business disciplines

  • Hands-on experience as a business analyst with a strong understanding of the software development lifecycle including web development

  • Knowledge of the asset management investment risk function and proven track record of support for the group

  • Proven record of delivering technology solutions within agreed upon budgets and timeframes

  • Substantiated experience raising the bar on staff delivery performance and cultivating high performance work environments

  • Significant experience transforming teams through technology, organization, culture, process and business change management

  • Ability to manage the priorities of the Investment Risk and Credit Research stakeholders

  • Experience building teams in multiple locations and motivating all levels of staff towards both tactical and strategic delivery goals

  • Ability to drive change with external counterparties and vendors, managing and enhancing relationships and services provided

  • Outstanding performer, persistent and pro-active leader, detailed oriented, and driven to exceed expectations

  • Working experience as a member of an Agile Scrum team and as a manager of members of a scrum team

Personal Characteristics

  • Shows a commitment to high ethical standards and integrity and demonstrates this through action

  • Skilled communicator and negotiator with exceptional written, verbal, presentation, and interpersonal skills

  • Inquisitive, analytical, a strategic thinker, proactive and solutions-oriented

  • High-energy, positive, entrepreneurial in spirit while goal-oriented and results-driven

  • Self-starter; takes initiative and can work independently

  • Well-organized and disciplined with high attention to detail

  • Flexible and adaptable working with various business domains and changing priorities

  • Willing to work on the details of a project

  • Direct, plain-spoken; conveys a genuine/authentic demeanor

  • Team player

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: IT-Management/Technical Project Mgmt-6+ yrs, Investment Management - 6+ yrs, Analyst/Strategy-6+ yrs

Position Located In: IL - Chicago

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Monday, May 21, 2018

Expiration Date: Wednesday, August 1, 2018

Apply Here