Sr. Specialist - Business Analyst

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

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 Business Analyst will provide dedicated support across several strategic Securities Lending initiatives, partnering with stakeholders to translate business objectives into clear requirements and executable plans. The role will help ensure new capabilities are thoughtfully designed, effectively implemented, and aligned with client and business needs.

The Business Analyst will report to the Director of Product Development and help connect strategy to execution across high-priority initiatives. This individual will translate business needs into clear requirements, strengthen decision-making through data and analysis, and coordinate delivery across business, operations, product, and technology partners. Work will include helping to build analytical tools to track success and client satisfaction with internal and external technology relationship efforts, including production planning, coordination and execution, meeting key milestones, anticipation of issues, managing dependencies and the resolution of challenges resulting from multiple work streams. The ideal candidate is an action-oriented, strategic thinker who can bring structure to complex work, communicate effectively, and build strong cross-functional relationships.

What you have

• Bachelor’s degree required;SIE preferred.
• At least three years of experience in creating requirements, data and key metrics-based 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
• Excellent written and verbal communication skills, with a demonstrated ability to build effective cross-functional relationships.
• Proficiency in Excel, Word, and PowerPoint. Experience with 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.
• A proactive, self-motivated individual who thrives in collaborative environments, values teamwork, and brings a growth mindset to every challenge.

What you’ll do:

• 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.

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