Job Purpose: 

  • As the Product Owner of the Charles Schwab Investment Management (CSIM) for investment risk, credit research, fiduciary oversight and fixed income; you will be responsible for the successful business implementation of our firm’s investment risk, credit research, fiduciary risk and fixed income infrastructure, production processes and workflow
  • These teams manage or assist in managing over $320 billion in assets in over 130 Mutual Funds, ETFs and Collective Trust Funds
  • You will work directly with the CSIM technology development and leadership team, portfolio managers, credit analysts, fiduciary oversight managers, and traders to ensure that this centerpiece of our infrastructure and production business strategy is built and released effectively and efficiently, and in order of business priorities.

Your Responsibilities: 

  • Prioritizing backlogs supporting the CSIM investment risk, credit research, fiduciary oversight and fixed income technology platforms
  • Prioritize features, functions, and data as needed within the CSIM, with vendors and across Schwab
  • Identify high-level business needs through outreach to key business stakeholders (traders, portfolio managers and analysts), and create user stories associated with these requirements
  • Communicate data requirements to the CSIM technology development and data sourcing teams
  • Verify that data feeds, load processes, and exception management processes are built to meet business requirements
  • IT Project Governance and User Acceptance:
    • Participate in the steering group that oversees the roadmap of near- and long-term deliverables
    • Validate and provide approval that user stories have been executed correctly against acceptance criteria
  • Production Business Process oversight:
    • Define the operating workflow for bringing all data and production elements into production as functions are incrementally released
    • Create the operations procedural playbook for each release to production, and implement these controls as each release is rolled out across the business teams
    • Collaborate with the Technology Support team to ensure their production processes and escalation procedures are in place prior to each release
  • Coordinate with VPs, CSIM technology, Vendor management, middle and back office for critical production processes
  • Work closely with CSIM business continuity team to plan a for key investment management processes across all equities and multi asset strategies business units.

Skills and Qualifications:  

  • Bachelor’s degree required
  • Minimum 10 years’ experience in the asset management industry
  • Experience with order management systems such as Blackrock Aladdin, Axioma, Factset Charles River and ITG
  • Experience collaborating with technology teams to implement front office portfolio management solutions
  • Experience representing data stakeholders in the implementation of a portfolio management solutions
  • Ability to communicate proactively and effectively with business and operations users
  • Experience creating and implementing operational processes and controls for managing portfolio management processes
  • A drive to maximize efficiency through exception-driven resolution processes
  • A passion for learning and a spirit of continual self-improvement.

Source: for more information click here.

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