Specialist, Trading and Trading Support

About the role

The CSIM Trade Operations Team (TOPS) plays a critical role in supporting Schwab’s mutual fund and exchange traded fund (ETF) business by providing operational oversight and control across the trade lifecycle. In this role, you will help ensure the accurate processing, confirmation, settlement, and reconciliation of investment transactions, enabling portfolio managers and traders to focus on delivering positive outcomes for clients.

Responsibilities

• Partner with internal teams and external service providers—including brokers, custodians, accountants, and other market participants—to resolve trade, cash, and position discrepancies.
• Maintain the quality and accuracy of critical operational data by monitoring corporate actions.
• Investigate issues, identify process improvements, and support operational projects that enhance efficiency and strengthen controls.
• Build expertise in trading and settlement processes while developing strong cross-functional relationships and influencing outcomes across a complex operating environment.

Requirements

• Bachelor’s degree.
• 1+ years of professional experience in financial services, operations, accounting, business administration, investment operations, or a related field.
• Demonstrated ability to analyze information, evaluate alternatives, and make sound decisions to resolve operational issues.
• Ability to identify, investigate, and solve problems independently while managing multiple priorities.
• Strong communication skills with the ability to build collaborative relationships across teams and with external partners.
• Strong attention to detail with the ability to maintain data accuracy and support operational controls.
• Ability to work a flexible 8-hour schedule between 7:00 AM and 5:00 PM CST.

Preferred Qualifications

• 1+ years of experience in trade operations, investment operations, settlements, reconciliations, or related financial operations functions.
• Experience partnering with brokers, custodians, prime brokers, fund accountants, or other financial services vendors.
• Experience monitoring vendor performance metrics and supporting operational oversight activities.
• Experience identifying workflow improvements and contributing to process optimization initiatives.
• Experience supporting operational projects or system enhancement initiatives.
• Familiarity with Omgeo Central Trade Manager (CTM).
• Experience using BlackRock Aladdin or similar investment management platforms.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.