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Your opportunity

The Trading Platform Strategy and Support team is responsible for facilitating the modernization of Schwab's trading & portfolio accounting platforms and for maintaining the availability of those systems. The team applies its business and technical expertise to ensure the integrity of the platforms by participating in design, test and certification activities. We are currently offering the opportunity for a Sr business system Analysis within our Portfolio Accounting team.

What you’ll do:

+ Serve as the primary contact between our business and IT partners to ensure that business requirements are well documented and technical solutions transformed to meet business strategies

+ Conduct requirement-elicitation meetings with users, developers, system design architects, system integrators and vendors; understanding the context of critical stakeholder needs, pain points and business impact

+ Provide thought-leadership on vision; roadmaps for system development and achieving sprint goals

+ Partner with cross-functional business and technology teams to create process models, user epics/stories and/or initial use case survey/use cases

+ Understand both business and technical dependencies between business areas and within systems that support or may be impacted by middle office functionality; upstream as well as downstream

+ Perform planning and scoping for several inter-related initiatives to help senior-level business stakeholders make informed decisions about which initiatives to tackle and how

+ Elicit, document and manage business requirements

+ Facilitate and drive issues resolution and retrospectives between stakeholders

+ Develop expert ‘As Is’ knowledge of platform systems and help define ‘To Be’ system solutions and flows

+ Handle complex, high profile projects (across multiple domains, systems and stakeholders)

+ Adapt to changing priorities and managing of multiple tasks

+ Coordinate with other BAs as it relates to specific projects

+ Learn Portfolio Accounting business processes and system flows at a high level, and some flows in extreme detail

+ Support business implementation process for new and/or enhanced system features

+ Assist with training and support to frontline staff as appropriate

What you have

Required qualifications

+ Experience in back-office Product Management, specifically relating to trading/margin risk tools and associated risk management rules

+ Experience with option trading risk

+ 3-to- 5 years’ experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments

+ 5 years’ experience in software development methodology (Agile Framework)

+ Bachelor’s degree or equivalent business experience

+ Excellent communication, interpersonal, organizational and negotiation skills

+ Proven ability to write business requirements, including user stories, use case development and work flow documentation

+ Demonstrated ability to align and unify _ALLstakeholders to a shared vision and a common focus_ ; including senior leaders

+ Prior working knowledge of JIRA or any related Scrum tools preferred

Preferred qualifications

+ Securities Industry/Operational background preferred, a focus on trading and margin risk

+ Strategic mindset to help drive product management decisions, governance, and long-term vision

+ Strong analytical and problem-solving skills - ability to quickly analyze data to identify key insights and apply them to the business, quantitative and qualitative analysis

+ Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal

+ Product and project management skills; business judgment, including ability to balance resources, evaluate and address risks, and concisely articulate where trade-off decisions are to be made

+ Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content ( _internal and external_ )

+ Ability to analyze and communicate technology recommendations to business stakeholders

+ High attention to detail and the ability to see things through from concept to implementation

+ Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio

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

+ Tuition reimbursement

+ Health, dental, and vision insurance

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

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.