Sr. Specialist - Business Analyst

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

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.

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