Boston - MA, WNWMAIP, One International Place, 02110-2600
Jeanie Lynn Bannon
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 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.
Charles Schwab Investment Advisory (CSIA) is a separately registered investment advisor and an affiliate of Charles Schwab & Co., Inc. (CS&Co). CSIA creates diversified portfolios of ETFs combined with a cash allocation in a single account for several Programs, or Portfolios such as Schwab Managed Portfolios-ETF, Windhaven Strategies, and Schwab Intelligent Portfolios. CSIA also provides portfolio management for ThomasPartners Strategies which invests primarily in dividend paying stocks, fixed income securities, and fixed income ETFs.
In addition, CSIA oversees the selection of investments and ongoing monitoring of the Mutual Fund OneSource Select List® and Managed Account Select® (MAS), and produces market commentary and other investment advice for CS&Co clients and financial consultants.
The investment team at CSIA is published in respected business and academic journals and frequently cited by the media on investment topics. CSIA is distinguished by their ability to effectively combine both rigorous quantitative work as well as manager profiling and market analysis in their research and portfolio management.
What you’ll do:
This is a senior support position based in Boston, MA, that will act as a liaison between Charles Schwab Investment Advisory (CSIA) and CSIA Technology organizations. In this business facing role, the candidate will be interacting with several internal and external teams, driving issue analysis and resolution, recommending solutions, and helping to promote the overall support strategy.
To support the front office environment for the Trading desks, the candidate must have prior experience of asset management supporting Portfolio Managers, Traders, Compliance and Operations teams. This role requires an individual who has supported Investment Management systems encompassing portfolio management, order execution, trade matching and associated batch processes.
The role requires an individual to understand the various business workflows and a deep understanding of the various third party vendor products used by the business users.
What you have:
Qualifications & Experience:
What you’ll get:
Learn more about Life@Schwab.
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.
|Languages:||English - spoken|
|Current Licenses / Certifications:||None|
|Relevant Work Experience:||Investment Management - 6+ yrs, IT-Other Specialty Engineering-6+ yrs|
|Position Located In:||MA - Boston|
|Job Type:||Full Time|
Activation Date: Monday, December 17, 2018
Expiration Date: Monday, March 18, 2019