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Charles Schwab & Co., Inc

Junior Product Owner, Portfolio Management Income Reporting - Military veterans preferred

Charles Schwab & Co., Inc - Raleigh, NC

\t\t Description: Raleigh - NC, RALEIGH, 434 Fayetteville St, 27601-1701Naren Barve20170926-4962We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s 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 \u2018own your tomorrow\u2019 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.Our Opportunity:\u00a0\u00a0Junior Product Owner, Portfolio management income reporting. The person in this role will be responsible for defining, developing, and delivering new and capabilities associated with investment portfolio calculations. This is an entry level product owner position, with an initial focus on investment income calculations, for use in retail client experiences on Schwab.com and the Schwab mobile app.What you\u2019ll do:
Take ownership of investment income calculations delivery, which includes;

Investigation and analysis of the current income data provided across Schwab\u2019s various platforms, along with areas for improvement and enhancements
Create requirements and user stories for new features to support income calculations within the portfolio management domain
Managing the execution and delivery of prioritized features

Work closely with fellow portfolio management product owners, ensuring the quality and consistency of calculated information is maintained across the platform
Help to prioritize features and provide input into the overall portfolio management domain roadmap
Identify areas of opportunities for leveraging the portfolio management domain to expand and enhance client level reporting capabilities across Schwab\u2019s various organizations and affiliates

What you have:
Good experience in financial services including an understanding over the range of financial product and account types available to consumers today.\u00a0
A foundational understanding of the concepts and principals involved in financial planning, investment portfolio management, and client reporting
High adaptability in managing an emerging platform through new and evolving consumer trends in financial data management.\u00a0
Experience working in or closely with Agile principled development teams
Ability to cultivate relationships with a variety internal partner platforms and stakeholders
Excellent verbal and written communication skills
Strong interpersonal and communication skills, exemplifying the vision and values of Schwab
Familiarity with fixed income products and their associate income calculations\u00a0 (preferred)
Familiarity with Service Oriented Architecture and RESTful service principles (preferred)

What you\u2019ll 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.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. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Product Development-2-5 yrs

Position Located In:
NC - Raleigh

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Information Technology \t\t Activation Date: Thursday, October 5, 2017 \t\t Expiration Date: Saturday, January 6, 2018 \t\t Apply Here \t
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14 days 9 hours ago

Charles Schwab & Co., Inc

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Junior Product Owner, Portfolio Management Income Reporting - Military veterans preferred Charles Schwab & Co., Inc - Raleigh, NC, United States

   

Location: Raleigh, NC

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.