Senior Business Analyst - Securities Lending Strategy

Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Business Analyst at Charles Schwab Corporation will partner with stakeholders across Securities Lending to translate business needs into clear requirements and executable plans. You will work with the Director of Product Development to connect strategy to delivery, ensuring new capabilities are thoughtfully designed and aligned with client and business needs.

You will build analytical tools to track success and client satisfaction, manage dependencies across multiple work streams, and help

Qualifications

• Bachelor’s degree required; SIE preferred.
• At least three years of experience turning requirements into deliverables with data and metrics.
• Financial services experience; broker-dealer or securities lending knowledge preferred.
• Ability to structure ambiguity and communicate recommendations to 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 relationship-building.
• Proficiency in Excel, Word, and PowerPoint; Access is a plus.
• Experience with SQL, Tableau, and Alteryx is strongly preferred; exposure to Python and Farnam is a plus.
• SIE or other relevant industry credentials are preferred.

Responsibilities

• Partner with the Director of Product Development and key stakeholders to define business needs, objectives, scope, and success measures for prioritized initiatives.
• Develop clear, detailed requirements (functional and non-functional) for changes that support the firm’s strategic initiatives.
• Coordinate with key stakeholders across Securities Lending, including Strategy, back-office teams and Product Owners to support planning and delivery across multiple workstreams.
• Help align Securities Lending business functions with the key stakeholders in FIT, Technology, AI and other tech domains.
• Structure data analytics and the systems & databases that can be employed to utilize data that helps validate business requirements and execute changes that meet the requirements.
• Support business cases, journey-mapping sessions, working meetings, and other forums used to shape product and process improvements.
• Participate in and assist in hosting Schwab’s own industry events such as roundtables and symposiums.
• Ensure compliance with all related policies and procedures.
• Anticipate and appropriately plan for future resource needs.

Skills

Requirements gathering

Data analysis

Stakeholder management

Communication skills

Team collaboration

Education

Bachelor’s degree

SIE preferred

Tools

Excel

Word

PowerPoint

Access

SQL

Tableau

Alteryx

Python

Farnam

Job description

The Business Analyst at Charles Schwab Corporation will partner with stakeholders across Securities Lending to translate business needs into clear requirements and executable plans. You will work with the Director of Product Development to connect strategy to delivery, ensuring new capabilities are thoughtfully designed and aligned with client and business needs.

You will build analytical tools to track success and client satisfaction, manage dependencies across multiple work streams, and help