Specialist, Trading & Trade Support

Charles Schwab

4

(159)

Westlake, TX

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2026-118588

    Position summary

    nds, particularly our money market and bond funds.

    Specific responsibilities include:

    • Set up and maintain entities and securities and relevant attributes within the Aladdin System

    • Validation and monitoring of internal and external credit ratings, outlooks and watches

    • Request final documentation and perform review for accuracy and material changes

    • Identifying and implementing operational process and productivity improvements to enhance control and ensure data integrity

    • Work with business partners to research/resolve issues related to data discrepancies

    • Assist in the creation and updating of policies and procedures in OneNote

    • Perform on-going surveillance and validation of large amounts of data for compliance and reporting purposes

    Critical Success Factors Include: Ability to work seamlessly with a variety of stakeholders; Ability to independently manage multiple priorities in a dynamic environment; Strong problem solving, research and analytical skills with an emphasis on attention to detail.

    What you have

    Required Qualifications

    • Bachelor's degree required. Degree in Business, Economics, or related field preferred (or equivalent work experience)

    • Minimum 2-3 years' experience within the financial services industry specifically in fixed income and investment management operations

    • PC literacy with a high level of proficiency in all Microsoft Office suite applications; Strong Excel skills

    Preferred Qualifications

    • Attention to detail, accuracy and timeliness

    • Experience with Bloomberg and Blackrock Aladdin System

    • Strong organizational and time management skills

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    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.

    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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.