Specialist, Trading and Trading Support
Today• Lone Tree, CO
Westlake, TX
Pay range: USD $24.66 - $47.07 / Hour
Your opportunity
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).
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. Your work will directly contribute to maintaining the integrity, efficiency, and reliability of Schwab's investment operations.
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As a Trade Operations Analyst, you will partner with internal teams and external service providers-including brokers, custodians, accountants, and other market participants-to resolve trade, cash, and position discrepancies, monitor corporate actions, and maintain the quality and accuracy of critical operational data. You will use analytical thinking and problem-solving skills to investigate issues, identify process improvements, and support operational projects that enhance efficiency and strengthen controls. This role offers the opportunity to build expertise in trading and settlement processes while developing strong cross-functional relationships and influencing outcomes across a complex operating environment.
You'll join a collaborative team that values accountability, continuous improvement, and partnership. Through exposure to a broad range of operational activities and industry participants, you'll have opportunities to expand your knowledge of investment operations, develop technical expertise, and make meaningful contributions to Schwab Asset Management's success.
What you have
Required Qualifications
- Bachelor's degree.
- 1+ years of professional experience in financial services, operations, accounting, business administration, investment operations, or a related field.
- Knowledge of trading and settlement processes for equity and/or fixed income securities.
- 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.
- Ability to work effectively in a team-oriented environment while adapting to changing priorities and business needs.
- 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.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time 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
Client-provided location(s): Lone Tree, CO, Westlake, TX
Job ID: CharlesSchwab-2026-121797
Employment Type: OTHER
Posted: 2026-07-08T19:52:57
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)