Manager, Real Estate Strategy and Analytics

Charles Schwab Corporation; Phoenix (AZ); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Charles Schwab Corporation in Phoenix is seeking an experienced Corporate Real Estate Analytics professional to drive financial analysis and strategic recommendations across the firm's branch network and office portfolio. You will build models, evaluate investments, and deliver executive-ready packages while collaborating with Finance, CRE, and leadership.

This role requires a 4+ year background in corporate real estate or analytics and a related Bachelor's degree; strong Excel, PowerPoint, and

Qualifications

• 4+ years in corporate real estate, financial analysis, analytics, or related discipline.
• Bachelor's degree in Real Estate, Finance, Accounting, Economics, Business or related field.
• Proficient in Microsoft Excel PowerPoint and Word.

Responsibilities

• Conduct financial analysis for real estate projects including leases, relocations, consolidations, and capital investments.
• Develop financial models and scenario analysis to evaluate investment options.
• Prepare executive-level approval packages and presentations for lease transactions and capital projects.
• Perform demographic analysis to inform market opportunities and site selection.
• Build and maintain analytical models, dashboards, and reporting tools for leadership.
• Lead or contribute to special enterprise initiatives requiring financial and analytical expertise.

Skills

Strategic thinking

Analytical mindset

Problem solving

Education

Bachelor's degree in Real Estate, Finance, Accounting, Economics, or Business

Tools

Microsoft Excel

PowerPoint

Word

Alteryx

Tableau

SQL

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.

The Corporate Real Estate Analytics team provides financial, strategic, and data-driven analysis that supports real estate decisions across the firm's portfolio. The team partners closely with Corporate Real Estate, Finance, workplace stakeholders, and business leadership to evaluate investments, optimize the branch network and office portfolio, improve business processes, and deliver actionable insights that inform long-term real estate strategy.

Key Responsibilities:

• Conduct financial analysis for real estate projects, including lease renewals, relocations, consolidations, capital investments, subleases, acquisitions, dispositions, and other portfolio initiatives.
• Develop financial models and scenario analysis to evaluate investment alternatives and provide recommendations to management.
• Prepare executive-level approval packages, presentations, and recommendations for lease transactions, capital projects, and strategic real estate initiatives.
• Conduct demographic analysis to evaluate market opportunities and site selection for branch real estate.
• Build and maintain analytical models, dashboards, and reporting tools that support leadership decision-making.
• Lead or contribute to special projects and enterprise initiatives requiring financial, strategic, or analytical expertise.

**This is an individual contributor position**

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

• 4+ years of experience in corporate real estate, financial analysis, analytics, or related discipline.
• Bachelor's degree in Real Estate, Finance, Accounting, Economics, Business or related field
• Proficient in Microsoft Excel PowerPoint, and Word.

Preferred Qualifications

• Advanced financial modeling experience, including NPV, IRR, P&L, tax vs. book, payback calculations, and scenario analysis.
• Knowledge of commercial office and retail real estate, and familiarity with commercial property valuation methods.
• Familiarity with GAAP for real estate and leases.
• Experience with Alteryx, Tableau, Power BI, SQL, or similar analytics and automation platforms
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to data accuracy.
• Collaborative mindset with the ability to build relationships across multiple business functions.
• Proven ability to independently manage multiple priorities and deadlines within a fast-paced environment.

Please note: This position operates on a hybrid work model (4 days onsite, 1 day remote) and is available only in Phoenix, AZ (24th Street and Lincoln location). Candidates must reside in or be willing to relocate to the area at their own expense.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.