At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
We are seeking a versatile business analyst to perform business analysis, technical project management and scrum master for Schwab asset management (SAM) data team. This role is ideal for a professional with progressive experience in cloud native data platform who is ready to take on more responsibility and operate with minimal supervision. You will be integral to enabling and enhancing our data assets, data pipelines and supporting a data platform 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/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 entitiesDefine 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.
Scrum Master Duties:
Enable team to facilitate agile ceremonies (daily stand-ups, sprint planning, sprint reviews, retrospectives). Ensure the team adheres to Scrum principles and practices.Remove impediments to team progress. Promote transparency, communication, and continuous improvement. What you haveEducation:
Bachelor’s or master’s degree in business administration, Computer Science, Information Technology, Engineering, or related field.
Experience:
10 + years’ experience as Data analyst / Product Owner / Business Analyst / Data Engineer in Investments/Asset management data domains, Investment front office, back office , Investment risk / performance processes10 + years in business analysis, technical program management, and/or Scrum Master roles. 5+ years' experience operating in Agile team environments and processes.Required Qualifications:
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 / RedshiftStrong SQL skillsPreferred 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"
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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