Specialist, Alternative Investments

Company: Charles Schwab
Location: Phoenix
Posted on: March 19, 2023

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 Institutional Alternative Investment Order Entry. We provide access to sophisticated wealth-management products that help clients and advisors compete and succeed in their business efforts.
What you are good at
As an Alternative Investment Order Entry 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 trades on Alternative Investment securities held by our clients. In this role you will be responsible for front end trade processing for Alternative Investment securities. 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

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  Detailed orientated
  
  
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  Ability to maintain a positive attitude during times of heavy volume and/or change
  
  
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  Complex problem-solving skills
  
  
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  Ability to maintain accuracy while processing large volumes of work under time constraints
  
  
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  Strong analytical, research, data entry and prioritization skills
  
  
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  Strong interpersonal and teamwork skills
  
  
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  Good communication skills
  
  
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  Capacity and passion to learn
  
  
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  Proficient with Microsoft Outlook, Excel, and Word
  
  
  You demonstrate these behaviors:
  
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    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.
    
    
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    Flexibility: Demonstrates openness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
    
    
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    Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
    
    
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    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.
    
    
    Why work for us?
    Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
    Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future.
    TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
    Why work for us?
    Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
    Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf).
    Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.
    Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
    TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Phoenix , Specialist, Alternative Investments, Other , Phoenix, Arizona