Business Systems Analyst - Patent Office

Charles Schwab; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Charles Schwab in San Francisco seeks an Intellectual Property Data Analyst to transform patent and technology data into actionable insights that support IP strategy and leadership reporting.

You will build dashboards, analyze portfolio trends, monitor competitors, and collaborate with the Patent Office Director to identify opportunities and risks for Schwab’s intellectual property program.

Responsibilities

• Evaluate patent portfolios for trends, growth, quality, technology coverage, and overall portfolio health.
• Develop metrics and insights that support Schwab’s portfolio decisions.
• Monitor competitors, technology trends, and patent activity across key priority domains.
• Identify opportunities, risks, emerging technologies, and innovation trends that may impact the company.
• Create dashboards, presentations, and recurring reports that summarize portfolio activity, technology trends, and competitive developments that present complex information in a clear and actionable manner.
• Partner with the Schwab Patent Office Director and business or technology teams to coordinate targeted invention-harvesting sessions.
• Review innovation themes, project information, and technology initiatives to help identify areas where patent, trade secret, or other innovation-protection approaches may warrant further evaluation.
• Monitor external developments relevant to patent, trade secret, and innovation protection strategies.
• Assist with preparing materials for invention workshops, Patent Forums, and innovation discussions.
• Maintain data quality and research resources.
• Collect, validate, and organize data from patent databases and other research sources.
• Maintain consistent reporting standards, research methods, and supporting documentation.

Job description

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Intellectual Property Data Analyst will turn patent and technology data into actionable intelligence that supports Schwab’s innovation and intellectual property objectives. This role focuses on business and patent analytics for portfolio benchmarking, technology landscape assessments, whitespace and trend analysis and competitive intelligence and develop dashboards and leadership-ready insights to support Schwab’s Intellectual Property strategy. The Analyst will provide intelligence that helps inform where Schwab should build, partner, or further evaluate opportunities while improving the analytical foundation for patent portfolio decisions and executive reporting.

Key Responsibilities

• Evaluate patent portfolios for trends, growth, quality, technology coverage, and overall portfolio health.
• Develop metrics and insights that support Schwab’s portfolio decisions.
• Monitor competitors, technology trends, and patent activity across key priority domains.
• Identify opportunities, risks, emerging technologies, and innovation trends that may impact the company.
• Create dashboards, presentations, and recurring reports that summarize portfolio activity, technology trends, and competitive developments that present complex information in a clear and actionable manner.
• Partner with the Schwab Patent Office Director and business or technology teams to coordinate targeted invention-harvesting sessions.
• Review innovation themes, project information, and technology initiatives to help identify areas where patent, trade secret, or other innovation-protection approaches may warrant further evaluation.
• Monitor external developments relevant to patent, trade secret, and innovation protection strategies.
• Assist with preparing materials for invention workshops, Patent Forums, and innovation discussions.
• Maintain data quality and research resources.
• Collect, validate, and organize data from patent databases and other research sources.
• Maintain consistent reporting standards, research methods, and supporting documentation.