Charles Schwab & Company, Inc.
Specialist, Trading and Trade Support
Westlake, TX, US
Sponsorship not specifiedDetected 15 days ago
AccountingProcess ImprovementCommunicationCollaborationProblem Solving
About the role
- Your Opportunity At Schwab, you're empowered to make an impact on your career.
- We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
- The CSIM Trade Operations Team (TOPS) plays a critical role in supporting Schwab's mutual fund and exchange traded fund (ETF) business by providing operational oversight and control across the trade lifecycle.
Responsibilities
- You will use analytical thinking and problem-solving skills to investigate issues, identify process improvements, and support operational projects that enhance efficiency and strengthen controls.
- This role offers the opportunity to build expertise in trading and settlement processes while developing strong cross-functional relationships and influencing outcomes across a complex operating environment.
- Strong communication skills with the ability to build collaborative relationships across teams and with external partners.
- Strong attention to detail with the ability to maintain data accuracy and support operational controls.
Requirements
- What you have Required Qualifications Bachelor's degree.
- Preferred Qualifications 1+ years of experience in trade operations, investment operations, settlements, reconciliations, or related financial operations functions.
Nice to have
- 1+ years of experience in trade operations, investment operations, settlements, reconciliations, or related financial operations functions.
- Experience partnering with brokers, custodians, prime brokers, fund accountants, or other financial services vendors.
- Experience monitoring vendor performance metrics and supporting operational oversight activities.
- Experience identifying workflow improvements and contributing to process optimization initiatives.
- Experience supporting operational projects or system enhancement initiatives.
- Familiarity with Omgeo Central Trade Manager (CTM).
- Experience using BlackRock Aladdin or similar investment management platforms.
Compensation
- In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Benefits
- Knowledge of trading and settlement processes for equity and/or fixed income securities.
- Ability to work a flexible 8-hour schedule between 7:00 AM and 5:00 PM CST.
- In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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