Senior Business Analyst – Securities Lending & Strategy

Charles Schwab; Westlake (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Business Analyst to support several strategic Securities Lending initiatives, translating business objectives into clear requirements and executable plans. The role reports to the Director of Product Development and connectors strategy to execution across multiple workstreams with stakeholders in IT, operations and product.

The ideal candidate brings 3+ years creating data-driven artifacts, strong analytics, and excellent communication to build consensus and drive

Qualifications

• Bachelor’s degree required; SIE preferred.
• At least three years of experience in creating requirements and data artifacts that support the transformation of requirements into deliverables.
• Financial services experience; broker‑dealer or securities lending knowledge is preferred.
• Ability to create structure in ambiguous situations and communicate recommendations clearly to both working teams and senior leaders.
• Demonstrated ability to manage multiple work streams, priorities, dependencies and stakeholders in a complex environment.
• Strong strategic thinking, quantitative analysis, problem‑solving, and attention to detail.
• A team player with excellent written and verbal communication skills, and cross‑functional collaboration.
• Proficiency in Excel, Word, and PowerPoint; Access is a plus.
• Experience with SQL, Tableau, and Alteryx; exposure to Python and Farnam is a plus.
• SIE or other relevant industry credentials are preferred.
• A proactive, self‑motivated individual who thrives in collaborative environments, values teamwork, and brings a growth mindset to every challenge.

Responsibilities

• Define business needs, objectives, scope, and success measures with stakeholders.
• Develop clear functional and non‑functional requirements for changes that support the firm’s strategic initiatives.
• Coordinate with key stakeholders across Securities Lending and back‑office teams to support planning and delivery across multiple workstreams.
• Help align Securities Lending with FIT, Technology, AI and other tech domains.
• Structure data analytics and the systems & databases to validate requirements and execute changes.
• Support business cases, journey‑mapping sessions, working meetings, and other forums used to shape product and process improvements.
• Participate in Schwab’s own industry events such as roundtables and symposiums.
• Ensure compliance with related policies and procedures.
• Anticipate and plan for future resource needs.

Skills

Bachelor's degree

SIE

Data analysis

Metrics artifacts

Financial services

Securities Lending

Communication skills

Excel

Word

PowerPoint

Access

SQL

Tableau

Alteryx

Python

Farnam

Credentials

Education

Bachelor's degree

SIE

Tools

Excel

Word

PowerPoint

Access

SQL

Tableau

Alteryx

Python

Job description

Charles Schwab is seeking a Business Analyst to support several strategic Securities Lending initiatives, translating business objectives into clear requirements and executable plans. The role reports to the Director of Product Development and connectors strategy to execution across multiple workstreams with stakeholders in IT, operations and product.

The ideal candidate brings 3+ years creating data-driven artifacts, strong analytics, and excellent communication to build consensus and drive