Manager, Real Estate Strategy and Analytics

Charles Schwab; Phoenix (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus opportunities

Comprehensive benefits

Job summary

Charles Schwab’s Corporate Real Estate Analytics team delivers financial and data-driven analysis to guide real estate decisions across the firm’s portfolio. The team partners with Corporate Real Estate, Finance, workplace stakeholders, and business leadership to evaluate investments, optimize the branch network, and deliver actionable insights for long-term strategy.

This hybrid, individual contributor role based in Phoenix focuses on building financial models, demographic market analyses, and

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.

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.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

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

Tools

Microsoft Excel

PowerPoint

Word

SQL (basic)

Tableau/Power BI (desirable)

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.**

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