Sr Data Modeler [Investments domain]

Charles Schwab

4

(159)

Southlake, 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.
  • #2025-112168

    Position summary

    rm on Snowflake and Google Cloud. This is an exciting opportunity to work in a dynamic, data-driven environment, contributing to the ongoing development and optimization of our data platform.

    This role involves driving project success, facilitating agile processes, and ensuring business objectives are met through effective analysis and communication.

    Key Responsibilities:

    Business and Data Analysis Requirements:

    • Perform deep data analysis to understand data sources, source data quality and make assessment for data ingestion and data delivery.

    • Develop and maintain requirement documentation, process flows, use cases, and user stories.

    • Partner with Data Governance , BI reporting and Product owners to enable the team on delivery of data products ( Data marts, Data Apis)

    • Translate business needs into detailed functional and technical requirements.

    • Conduct data gap analysis and provide actionable recommendations.

    • Define Conceptual / Logical Data modeling of Investment data domain entities [Critical MUST HAVE]

    • Define consumption views partnering with stakeholders - Business Intelligence/reporting and various operational teams.

    • Data mapping from data sources to define data model.

    • Gather and document business requirements.

    Technical Program Management:

    • Assist the Delivery lead on overseeing the lifecycle of data projects through delivery.

    • Track project plans including timelines, milestones.

    • Coordinate with cross-functional teams to ensure seamless project execution.

    • Monitor and report on project status and performance metrics.

    • Coordinating with Product owner to guidance on requirements guidance and support to teams.

    What you have

    Education:

    Bachelor's or master's degree in business administration, Computer Science, Information Technology, Engineering, or related field.

    Required Experience:

    • 10 + years' experience as Data Engineer and Modeler in Investments/Asset management data domains, Investment front office, back office , Investment risk / performance processes

    • 10 + years in business analysis, technical program management, and/or Scrum Master roles.

    • 5+ years' experience operating in Agile team environments and processes.

    • Strong analytical and problem-solving skills.

    • Strong experience in Python and frameworks like Pandas, Spark for data analysis.

    • Strong experience in Data Modeling - 3NF form and dimensional data modeling.

    • Excellent communication skills.

    • Proficiency in project management and agile tools (e.g., Jira, Confluence).

    • Strong organizational and time management skills.

    Technical Expertise:

    • Experience with software development, data analysis, and cloud technologies (e.g., AWS, GCP, Azure).

    • Snowflake / Redshift

    • Strong SQL skills

    Preferred Qualifications:

    • Certifications: CFA, CSM, PMP, PMI-ACP, or other relevant certifications.

    • Industry Experience: Finance, Investments

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

    What's in it for you

    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

    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.