Sr. Specialist, Alternative Investment

Job Description

Your Opportunity

Want to learn about Hedge Funds, Private Equity Funds, Offshore Funds, Real Estate Investment Trusts, and other alternative investment products? Want to build your financial services career with a diverse team in a fast paced environment? Charles Schwab’s Alternative Investment Custody Service may be the place for you! We are responsible for asset servicing of Alternative Investments including Trading, Asset Transfers, and Corporate Actions. We provide access to sophisticated wealth-management products that help clients and advisors compete and succeed in their business efforts.

What you’re good at

As an Alternative Investment Custody Senior Specialist, you will leverage your passion and enthusiasm to learn in providing the highest quality support to our internal and external business partners. Initially, you will be responsible for the timely and accurate processing of Alternative Investment securities held by our clients. As you grow your experience and mastery additional opportunities within the team and across the broader organization will be available. Individuals will be team-oriented, self-motivated and goal driven, able to multi-task, realize the importance of follow through, and have great time management skills.

What you have

• 3+ years of prior experience in financial services preferred
• Bachelor’s degree preferred
• Capacity and passion to learn
• Ability to maintain a positive attitude during times of heavy volume and/or change
• Complex problem solving skills
• Ability to maintain accuracy while processing large volumes of work under time constraints
• Strong analytical, research, data entry and prioritization skills
• Strong interpersonal and teamwork skills
• Good communication skills
• Detailed orientated
• Proficient with Microsoft Outlook, Excel and Word

You demonstrate these behaviors:

• Results Orientation: (Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
• Flexibility: Demonstrates openness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
• Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
• Fostering Teamwork: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.