Business Systems/Techno-Functional Analyst - Fixed Income Investments (Investort
Charles Schwab, San Francisco, CA, United States
Your Opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 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). Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.
Schwab Technology Services (STS) enables the future of how clients manage their money by providing innovative and reliable technological products and services as a part of our ongoing commitment to democratize access to investing and financial planning. Schwab Asset Management Solutions (SAMS) Technology is part of the STS organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications. SAMS Technology is aligned to support the technology needs of SAMS which is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab’s exchange‑traded funds, referred to as the Schwab ETFs™. With over $370bn in assets under management, SAMS is the 3rd largest provider of index funds and the 7th largest provider of money market funds.
What You’ll Do As a Business Systems/Techno‑Functional Analyst - Fixed Income Investments (Investortools Perform), you will be responsible for delivering high quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing delivery environment. The ideal candidate will be a highly motivated, organized, and experienced business‑focused technology individual with a proven record of Investortools platform engineering and delivery to a front office investment management business.
The Business Systems/Techno‑Functional Analyst - Fixed Income Investments platform engineering role responsibilities include hands‑on requirements gathering, documentation, configuration and customizations related to Investortools Perform, Credit Scope, and In‑house portfolio construction application. The role will translate business requirements into technology‑friendly language and complete the implementation in‑house or in collaboration with vendors. This role will entail testing and supporting User Acceptance Testing following an Agile scrum process. You will work collaboratively in a full Agile model in partnership with SAMS businesses requiring close communication and collaboration with product owners and business stakeholders. You will act as a vendor for liaison and techno‑functional Subject Matter Expert (Level 3 SME and support) for escalations on Investortools Perform and In‑house application as needed.
What you have Required Qualifications
Bachelor's degree in computer science, Computer Engineering, Financial Engineering, or equivalent experience.
5+ years of experience in Fixed Income Separately Managed Accounts (SMA) area with a strong focus on Investortools Perform configuration, customization, and development.
Experience supporting Investortools Perform Task Scheduler, Upgrades, custom report creation, business configurations related to styles, rules, trading configurations.
Exposure as a vendor for liaison and Level 3 SME and support for escalations on Investortools Perform and/or In‑house application.
Solid experience with and understanding Agile in developing epics, themes, user stories, supplementary requirements, and business rules are essential.
Prior data analysis and data‑mapping experiences with strong SQL skills are a must.
Excellent interpersonal, analytical, problem‑solving, written communication, presentation, and facilitation skills.
Well‑organized and disciplined with high attention to detail who takes initiative and can work independently.
Flexible and adaptable working with various business domains.
Strong Excel expertise required, including VLOOKUP, PivotTables, data transformation, and related skills.
Preferred Qualifications
Master’s degree in computer science, Computer Engineering, Financial Engineering, or related field.
Experience with Municipal bond trading and portfolio management is highly desirable.
Experience with Fixed Income portfolio management and trading processing including SMA business workflows process is highly desirable.
Experience in .NET, and object‑oriented programming languages is a plus.
Experience using Copilot and LLM based productivity enhancement tools.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.
In addition to the base pay range, this role is also eligible for bonus or incentive opportunities.
Benefits
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.
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Schwab Technology Services (STS) enables the future of how clients manage their money by providing innovative and reliable technological products and services as a part of our ongoing commitment to democratize access to investing and financial planning. Schwab Asset Management Solutions (SAMS) Technology is part of the STS organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications. SAMS Technology is aligned to support the technology needs of SAMS which is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab’s exchange‑traded funds, referred to as the Schwab ETFs™. With over $370bn in assets under management, SAMS is the 3rd largest provider of index funds and the 7th largest provider of money market funds.
What You’ll Do As a Business Systems/Techno‑Functional Analyst - Fixed Income Investments (Investortools Perform), you will be responsible for delivering high quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing delivery environment. The ideal candidate will be a highly motivated, organized, and experienced business‑focused technology individual with a proven record of Investortools platform engineering and delivery to a front office investment management business.
The Business Systems/Techno‑Functional Analyst - Fixed Income Investments platform engineering role responsibilities include hands‑on requirements gathering, documentation, configuration and customizations related to Investortools Perform, Credit Scope, and In‑house portfolio construction application. The role will translate business requirements into technology‑friendly language and complete the implementation in‑house or in collaboration with vendors. This role will entail testing and supporting User Acceptance Testing following an Agile scrum process. You will work collaboratively in a full Agile model in partnership with SAMS businesses requiring close communication and collaboration with product owners and business stakeholders. You will act as a vendor for liaison and techno‑functional Subject Matter Expert (Level 3 SME and support) for escalations on Investortools Perform and In‑house application as needed.
What you have Required Qualifications
Bachelor's degree in computer science, Computer Engineering, Financial Engineering, or equivalent experience.
5+ years of experience in Fixed Income Separately Managed Accounts (SMA) area with a strong focus on Investortools Perform configuration, customization, and development.
Experience supporting Investortools Perform Task Scheduler, Upgrades, custom report creation, business configurations related to styles, rules, trading configurations.
Exposure as a vendor for liaison and Level 3 SME and support for escalations on Investortools Perform and/or In‑house application.
Solid experience with and understanding Agile in developing epics, themes, user stories, supplementary requirements, and business rules are essential.
Prior data analysis and data‑mapping experiences with strong SQL skills are a must.
Excellent interpersonal, analytical, problem‑solving, written communication, presentation, and facilitation skills.
Well‑organized and disciplined with high attention to detail who takes initiative and can work independently.
Flexible and adaptable working with various business domains.
Strong Excel expertise required, including VLOOKUP, PivotTables, data transformation, and related skills.
Preferred Qualifications
Master’s degree in computer science, Computer Engineering, Financial Engineering, or related field.
Experience with Municipal bond trading and portfolio management is highly desirable.
Experience with Fixed Income portfolio management and trading processing including SMA business workflows process is highly desirable.
Experience in .NET, and object‑oriented programming languages is a plus.
Experience using Copilot and LLM based productivity enhancement tools.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.
In addition to the base pay range, this role is also eligible for bonus or incentive opportunities.
Benefits
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.
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