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Charles Schwab
Charles Schwab

Investment services and wealth management firm

Business Systems Analyst at Charles Schwab

RoleData Analytics
LevelMid Level
LocationSouthlake, TX, United States
WorkOn-site
TypeFull-time
Posted1 day ago
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About the role

Pay range:

USD $32.16 - $65.77 / 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. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.

The Business Reporting and Insights team (BRIT) within infrastructure and operations helps to support our leadership in making data driven decisions. This role will partner closely with the various technology owners within Infrastructure, and other parts of Schwab technology services to provide actionable insights around how we're managing and supporting systems within or technology environment. This individual will work closely with leadership within Infrastructure to track, document, and trend key metrics on infrastructure progress to rationalize our data center footprint and help to make trade off decisions. Additionally, individuals will partner with other teams in Infrastructure to understand their key team priorities, create action-oriented visualizations, and identify opportunities for improvements to how we deliver across Infra Operations.

What you have Required Qualifications:

  • BA/BS degree or equivalent experience
  • 3-5 years related experience, preferably in financial services and/or technology space.
  • Outstanding communication skills
  • Analytical skills that you employ to take initiative in solving problems creatively
  • Ability to work independently, prioritize tasks and handle multiple projects simultaneously
  • Ability to coordinate a variety of data sources, and to discuss design and results with non-technical colleagues
  • Experience developing, automating, and maintaining reports, dashboards, and/or self-service tools
  • Hands-on experience developing, maintaining, and enhancing dashboards (PowerBI, Tableau, Altyrex, or other similar tools).

Preferred Qualifications:

  • Synthesizes complex data, manages resources, and develops strategic insights
  • Establishes communication processes for smooth information flow with others involved in a project or effort
  • Collaborates across teams, facilitates partnerships, and supports cooperative efforts
  • Provides thought leadership in the business area and independently drives strategic initiatives
  • Provides customer insights that drive strategic decisions and cross-functional initiatives
  • Supports peers in technical areas to refine their knowledge, skills, and abilities
  • Uses advanced techniques to analyze complex problems and data sources
  • Enables stakeholders to align decisions with business goals
  • Influences best practices to plan to prepare for opportunities or challenges
  • Champions innovative solutions to improve efficiency
  • Influences decisions that drive functional success and operational improvements
  • Verbally articulates ideas impactfully, fostering open dialogue
  • Inspires confidence with proven expertise, integrity, and accurate communication
  • Presents compelling arguments to inspire action
  • Sets performance-driven goals across groups and drives continuous improvement
  • Leverages diverse expertise to develop strategies in cross-functional projects or programs
  • Creates clear, persuasive, and professional written documents that meet business standards

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

Required skills

Business analysis

Data analysis

Reporting

Visualization

Stakeholder communication

Metrics tracking

Documentation

Infrastructure operations

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About Charles Schwab

Charles Schwab

Charles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.

10,001+

Employees

Westlake

Headquarters

$134B

Valuation

Reviews

10 reviews

4.2

10 reviews

Work-life balance

3.8

Compensation

4.2

Culture

4.5

Career

3.2

Management

4.0

75%

Recommend to a friend

Pros

Supportive and approachable management

Great work-life balance and flexibility

Excellent benefits and competitive pay

Cons

High pressure and demanding workload

Limited career advancement opportunities

Fast-paced environment causing stress

Salary Ranges

30 data points

L2

L6

Mid/L4

Senior/L5

L3

L4

L5

L2 · Financial Analyst L2

0 reports

$102,538

total per year

Base

$41,015

Stock

$51,269

Bonus

$10,254

$71,777

$133,299

Interview experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer rate

28%

Experience

Positive 14%

Neutral 58%

Negative 28%

Interview process

1

Phone Screen

2

Interview

3

Background Check

Common questions

Phone Interview

Recruiter Screening

Technical Assessment