- Company Name
- Charles Schwab
- Job Title
- Senior Business Analyst - Portfolio Optimization - Hybrid
- Job Description
-
Job Title: Senior Business Analyst – Portfolio Optimization
Role Summary:
Lead analytical and technical bridge between asset‑management business stakeholders and technology teams to optimize portfolio construction, performance attribution, and operational workflows. Deliver business requirements, test scenarios, and system integration plans for both in‑house and third‑party solutions, ensuring high‑quality, compliant delivery within an Agile environment.
Expectations:
- Translate complex financial and operational needs into actionable technical solutions.
- Manage shifting priorities across trading, portfolio, compliance, and risk functions while delivering on time and within scope.
- Act as subject‑matter expert for portfolio optimization tools and institutional IBOR systems.
Key Responsibilities:
1. Conduct workshops with users, developers, architects, and vendors to elicit, document, and validate business requirements.
2. Author user stories, acceptance criteria, UAT scripts, and release documentation in JIRA and Confluence.
3. Coordinate and facilitate UAT sessions, ensuring stakeholder alignment and defect resolution.
4. Provide data support and maintain vendor applications (e.g., Axioma, Gurobi, Vestmark) and in‑house platforms.
5. Design workflow diagrams using Visio or Lucidchart to illustrate business processes.
6. Evaluate technical proposals, analyze alternatives, and recommend solutions that align with business strategy.
7. Actively participate in Agile ceremonies (sprint planning, reviews, retrospectives).
8. Communicate progress, risks, and decisions to business and technical leadership in a matrixed organization.
Required Skills:
- 8+ years as an IT or business systems analyst in asset‑management or related financial services.
- Deep expertise in equity trading, portfolio management, operations, and accounting.
- Proven experience with portfolio optimizers (Axioma, Gurobi) and IBOR platforms (Vestmark).
- Strong command of JIRA, Confluence, Visio/Lucidchart, and web‑services/API design.
- Excellent analytical, problem‑solving, and data‑analysis capabilities.
- Effective verbal and written communication, stakeholder management, and negotiation skills.
- Agile development experience and component‑based integration knowledge.
Required Education & Certifications:
- BA/BS in Finance, Computer Science, or a related discipline.
- CFA Foundation or CFA designation preferred.