Your Opportunity
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. The CSIM team is passionately committed to helping investors achieve their financial goals. Our organization provides clients guidance and education through investment research and financial planning support. Next, we manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds, ETFs, and managed accounts. Finally, we offer advisory services, discretionary portfolio management and decision-making tools, as well as Schwab's private wealth management offering. At CSIM, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.

The Trade Support and Operations Team is responsible for providing focused support to Portfolio Managers and Traders for daily trade order generation, tax loss harvesting and account maintenance on behalf of Schwab's separately handled account (SMA) products. In addition, the team is responsible for several strategic, multi-year projects, cross-functional reporting, as well as ad-hoc operational strategy support to other teams within the larger organization. We hold ourselves to the highest of standards and strive to create a strong, reliable, and durable operational environment that scales with our growth.

What you are good at
The Specialist will play a key role in handling client assets against our proprietary models, fulfilling client requests, supporting order generation, and assisting in the creation and maintenance of vital client records. The Specialist will:

• Effectively partner with a large, geographically dispersed team
• Support order generation for all types of daily client requests in accordance with the assigned models
• Update and maintain the models in our portfolio management system
• Perform daily/weekly/monthly checks to review accounts for cash and security drift across the strategies, exceptions, possible trade errors, etc.
• Work with members of the trading team and the team manager to ensure that all trading activities are in compliance with our best execution policies
• Support the trade allocation, settlement, and affirmation process, as well as, the communication of block trades and allocations to the appropriate internal departments; ensure trades are executed and allocated correctly and in a timely manner
• Support the resolution of trade errors, escalations, and exceptions
• Learn how to support other CSIM SMA products in a backup capacity
• Work on ad hoc projects or initiatives to support the team

What you have

• Bachelor's degree preferred
• Experience at a financial firm desired, but not mandatory
• Excellent written and verbal communication skills
• Excellent finance or math skills
• Strong analytical skills with a superior level of attention to detail
• Proficient with Microsoft products Excel, Word, and PowerPoint. Ability to quickly learn new software applications.
• Interest in gaining knowledge about investment management