Charles⠀Schwab⠀Investment⠀Management⠀(CSIM) is⠀the asset⠀management⠀arm of the⠀Charles⠀Schwab⠀Corporation.⠀CSIM⠀delivers a⠀wide⠀variety of⠀products⠀including⠀mutual⠀funds,⠀exchange-traded⠀funds⠀(ETFs) and⠀money⠀market⠀funds⠀within⠀Schwab⠀Asset⠀Management⠀Solutions⠀(SAMS).⠀The⠀overall⠀SAMS team⠀embodies⠀our firms⠀commitment⠀to⠀providing⠀client-centric⠀solutions⠀that help⠀Schwab⠀clients⠀achieve⠀their⠀financial⠀goals.
The⠀CSIM SMA⠀Operations⠀and Trade⠀Support⠀Team is⠀responsible⠀for⠀providing⠀focused⠀support to⠀Portfolio⠀Managers⠀and⠀Traders⠀for trade⠀order⠀generation,⠀tax loss⠀harvesting⠀and⠀account⠀maintenance⠀on behalf⠀of⠀Schwab’s⠀separately⠀managed⠀account⠀(SMA)⠀products.⠀In⠀addition,⠀the team⠀is⠀responsible⠀for⠀several⠀strategic,⠀multi-year⠀projects,⠀cross-functional⠀reporting,⠀as well as⠀ad-hoc⠀operational⠀strategy⠀support to⠀other⠀teams⠀within the⠀larger⠀organization.⠀We hold⠀ourselves⠀to the⠀highest of⠀standards⠀and strive⠀to create⠀a strong,⠀reliable,⠀and⠀durable⠀operational⠀environment⠀that⠀scales⠀with our⠀growth.
The⠀Sr.⠀Specialist⠀will play⠀a key role⠀in⠀managing⠀client⠀assets⠀against⠀our⠀proprietary⠀models,⠀fulfilling⠀client⠀requests,⠀supporting⠀order⠀generation⠀and⠀assisting⠀in the⠀creation⠀and⠀maintenance⠀of vital⠀client⠀records.⠀The Sr.⠀Specialist⠀will:
- Effectively⠀partner⠀with a⠀large,⠀geographically⠀dispersed⠀team
- Complete⠀order⠀generation⠀for all⠀types of⠀daily⠀client⠀requests⠀in⠀accordance⠀with the⠀assigned⠀models
- Update⠀and⠀maintain⠀the models⠀in our⠀portfolio⠀management⠀system
- Monitor⠀our⠀portfolio⠀management⠀system⠀setup to⠀analyze⠀order⠀generation⠀implications.⠀Look for⠀areas of⠀improvement⠀to better⠀align⠀order⠀generation⠀with⠀desired⠀Portfolio⠀Manager⠀outcomes.
- Perform⠀daily/weekly/monthly⠀checks to⠀review⠀accounts⠀for cash⠀and⠀security⠀drift⠀across the⠀strategies,⠀exceptions,⠀possible⠀trade⠀errors,⠀etc.
- Support⠀the trade⠀allocation,⠀settlement,⠀and⠀affirmation⠀process,⠀as well⠀as, the⠀communication⠀of block⠀trades and⠀allocations⠀to the⠀appropriate⠀internal⠀departments;⠀ensure⠀trades are⠀executed⠀and⠀allocated⠀correctly⠀and in a⠀timely⠀manner
- Support⠀the⠀resolution⠀of trade⠀errors,⠀escalations,⠀and⠀exceptions
- Work⠀with⠀Trading,⠀Investment⠀Guidelines⠀Oversight,⠀and⠀Compliance⠀to build⠀and⠀maintain⠀procedures⠀and⠀documentation⠀for best⠀practices
- Learn⠀how to⠀support⠀other CSIM⠀SMA⠀products⠀in a⠀backup⠀capacity
- Work⠀on ad hoc⠀projects⠀or⠀initiatives⠀to support⠀the team
What you have
Required Qualifications
- Bachelor’s⠀degree⠀required
- 3+⠀years of⠀financial⠀services⠀experience
- Advanced⠀Microsoft⠀Excel⠀skills
Preferred Qualifications
- Exceptional⠀written⠀and verbal⠀communication⠀skills
- Strong⠀analytical⠀skills⠀with a⠀superior⠀level of⠀attention⠀to⠀detail
- Collaborative⠀and⠀relational⠀work style⠀with⠀proven⠀success in⠀a team⠀environment
- Proficient⠀with⠀Microsoft⠀products⠀Word and⠀PowerPoint.⠀Ability to⠀quickly⠀learn new⠀software⠀applications.
- Use⠀of⠀VestmarkONE⠀for⠀portfolio⠀management⠀and order⠀generation⠀preferred
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
Experience
Salary
Job Type
Company
Job Category
Qualification
Gender
Last Date
Vacancies
Remote
Location(s)
Job Description
