Charles Schwab Senior Business Analyst in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Colette Arthur


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 at 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.

Our Opportunity:

The Business Analyst will be a part of the Brokerage Product Services Platform Strategy and Support Team that is responsible for facilitating the modernization and maintaining the viability of Schwab systems that support the Mutual Fund and Alternative Investment Platforms. The team leverages its business and technical expertise in partnership with technology and business stakeholders to implement a strategic vision for the platform including participation in design, requirements development, prioritization, development, testing, and certification activities.

What you’ll do:

The Business Analyst will assist the Product Owner in several key tasks that include, but not limited to, the below items. These tasks will specifically be in support of the Billing Modernization Effort which includes operational applications, processes, and the various downstream interfaces that are dependent on those systems and processes.

  • Work with business partners to understand business processes, process flows, business needs and analyze pain points, and identify viable solutions

  • Develop ‘As Is’ knowledge of platform systems and help define ‘To Be’ system solutions and flows

  • Partner with cross-functional business and technology teams to create process models and user epics/stories and/or initial use case survey/use cases

  • Business Analysts will solicit, document, and manage business requirements and wireframes

  • Advocate of efficient work flow and ensuring that process flows match the way people actually work, creating useful systems that people want to work with, and work to guide the creation of intuitive and natural interfaces

  • Analyzes complex business problems and issues using data and information from internal and external sources

  • Identify and define attributes, data elements, services and features required to support the platform systems

  • User Acceptance Testing planning and production release checkout

  • Investigates and validates reported issues to assess risk and exposure and ultimately provide input on prioritization

  • Assist in vision, roadmap for system development, and annual business plans and proposals

  • Understand technical dependencies within systems that support the platform’s functionality

  • Attend daily scrums, sprint planning, sprint review and sprint retrospective meetings

  • Document product features for internal and external purposes

  • Training business users on new product features

What you have:

  • 7-10 years of business analyst experience; preferably in mutual funds and/or Alternative Investments

  • Bachelor’s degree or equivalent business experience required

  • Advanced knowledge of Excel, Access, PowerPoint, Visio and other MS Office Products and applications required to perform daily implementation functions

  • SQL experience a plus

  • Independence and leadership qualities that apply appropriate discretion and judgement

  • Collaborative and leadership approach to solving for systems or service gaps; ability to internally represent the issues and challenges to business owners and stakeholders; and ability to manage stakeholder expectations and provide superior follow-up and prioritization

  • Strong interpersonal, analytical, and problem solving skill set

  • Flexibility, time management, and good decision making skills when dealing with multiple tasks, changing priorities, varying stakeholder styles, and project complexities

  • Organized and detail oriented with the ability to manage multiple tasks simultaneously

  • Ability to write business requirements, including user stories, use case development and work flow documentation

  • Experience in the various facets of testing: test documentation; execution; and supporting others through the testing life cycle

  • Understand the value of listening to client needs and have the ability to understand the deeper underlying problem that needs to be addressed

  • Prior working knowledge of JIRA or any related Scrum tools preferred

  • Able to garner respect from your Scrum team(s), lead and demonstrate value-add principles, and willing and able to get your hands dirty to get the job done

  • Desire and ability to bring disclosure and transparency to the Scrum team and grow trust between the business and development

  • Able to facilitate discussion of issues and different approaches and alternatives, and effectively resolve issues in a timely manner

  • Cultivates productive working relationships within the team, cross domains as well as system vendors

  • Able to facilitate discussion of issues and different approaches and alternatives, and effectively resolve issues in a timely manner

  • A thorough understanding, experience, and appreciation for the Agile values and principles

  • Strong grasp of software development and technology

  • Excellent oral and written communications skills with internal and external entities.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Financial Services-6+ yrs, IT-Management/Technical Project Mgmt-6+ yrs, Customer Service-6+ yrs, Analyst/Strategy-6+ yrs, Communications-6+ yrs

Position Located In: CO - Lone Tree, CO - Denver

Education: BA/BS

Job Type: Full Time

Category:Project/Program Management

Activation Date: Tuesday, December 18, 2018

Expiration Date: Wednesday, May 1, 2019

Apply Here