Live chat
Charles Schwab & Co., Inc

Sr. Specialist, Mutual Fund Data Management - Security Master Quality Management - Military veterans preferred

Charles Schwab & Co., Inc - Lone Tree, CO

\t\t Description: Lone Tree - CO, DENR2, 9800 Schwab Way, 80124James D Hapgood20170712-3560We 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\u00a0over 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.\u00a0Our Opportunity:A centralized team was formed to support a platform intended to transform how security market reference data is managed across the firm as a strategic enterprise asset.\u00a0 Leveraging a new reference data platform, this team will establish centralized data governance, integrate platform data throughout the firm, optimize value from data providers, and implement policies and controls to lead the data quality function and manage risk.\u00a0\u00a0What you\u2019ll do:The primary responsibility of this individual is to ensure the integrity and accuracy of the reference Mutual Fund data \u00a0within the Security Master databases. Daily functions include both basic and complex functions related to updating and adding mutual funds to the platform, using a variety of tools and information sources. The role involves daily interaction and collaboration with internal business partners. As we transistion to a new Security Master platform, the role will evolve to inclde comples data analysis and management on financial instruments in other asset classes, such as Fixed Income and Equities to contribute to efficient business operations and trade execution. To be effective in this role and successfully minimize aggregate risk to the firm, candidate must have expertise with securities and markets to deliver superior customer service to both our internal and external clients, while demonstrating flexibility and good judgment in prioritizing multiple tasks for complex processes.\u00a0 This role will leverage a variety of tools, information sources and experience, contribute to the research and provision of timely and accurate trading security data for use across the firm to support front, middle and back office processes.\u00a0\u00a0What you have:
BA/BS\u00a0required, in business or related field is preferred
Minimum\u00a0of 2 year\u2019s experience working in the back-office operations of a\u00a0brokerage or financial services firm

You demonstrate these behaviors:
Strong attention to detail, while\u00a0accurately processing large volumes of work under strict time constraints\u00a0and multiple priorities.
Ability to cultivate productive\u00a0and strong working relationships within the team, department and other\u00a0enterprises.
Ability to recognize patterns and trends in data operations and identify opportunities for improving processes and systems
Strong\u00a0conceptual thinking and problem solving skills\u00a0\u00a0 in order to effectively research and resolve business issues arising in various operating environments.
Excellent communication,\u00a0organization and time management skills
Knowledge\u00a0of \u00a0Mutual Fund operations, including rules, upstream and downstream effects\u00a0
Intermediate to Advanced knowledge of Microsoft software applications\u00a0

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:
Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In:
CO - Lone Tree

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Brokerage Operations & Trading \t\t Activation Date: Wednesday, August 30, 2017 \t\t Expiration Date: Thursday, February 1, 2018 \t\t Apply Here \t
See Job Description

9 days 1 hour ago

Charles Schwab & Co., Inc

apply

Sr. Specialist, Mutual Fund Data Management - Security Master Quality Management - Military veterans preferred Charles Schwab & Co., Inc - Lone Tree, CO, United States

   

Location: Lone Tree, CO

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.