
Investment services and wealth management firm
Business Systems Analyst at Charles Schwab
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
PublicCharles 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
Latest updates
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