Charles Schwab

Data, Analytics and Insights is a department within Corporate Strategy, focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, market research, client loyalty, management reporting, and client and prospect data management.. More specifically, our Retail Analytics team provides dedicated support to Investor Services, which generates 75% of Schwab’s revenue and is well-positioned for significant growth over the next 3-5 years.. As a member of a team with broad business impact, you are an effective collaborator able to work with a wide array of business partners and colleagues to provide support for various business units in Investor Services that include Retail Strategy and Leadership.. You can think strategically and act tactically by delivering effective data visualization and analytics, user-driven analysis capabilities, all geared toward driving actionable business growth and client retention.. Deliver as a trusted resource for all things data and analytics for the Investor Services business

analytics consultant

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. Do you have a passion for all things analytics? Do you enjoy building advanced analytics solutions that drive bottom line business impact? Do you thrive in a fast paced, exciting, fun environment with other like-minded analytics professionals? If so, we want you on our team! Data, Analytics and Insights is a department within Corporate Strategy, focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, market research, client loyalty, management reporting, and client and prospect data management. Our mission is to help Schwab compete on analytics and business intelligence – in particular, to serve our clients and cultivate their loyalty by understanding their needs and goals better than anyone – and make strategic decisions in a data-driven, fact-based, sophisticated manner. Our services are in heavy demand due to our reputation for strong business insight, outstanding productivity, and attention to detail. More specifically, our Retail Analytics team provides dedicated support to Investor Services, which generates 75% of Schwab’s revenue and is well-positioned for significant growth over the next 3-5 years. The team focuses on delivering actionable insights to drive growth and help leadership make better business decisions. What You Are Good At We are looking for a highly skilled and experienced, self-driven Data Analytics Senior Analyst, well versed in statistical analysis, data modeling, SQL/Big Query, and turning the data into insights consumable by an executive audience. As a member of a team with broad business impact, you are an effective collaborator able to work with a wide array of business partners and colleagues to provide support for various business units in Investor Services that include Retail Strategy and Leadership. You can think strategically and act tactically by delivering effective data visualization and analytics, user-driven analysis capabilities, all geared toward driving actionable business growth and client retention. <ul><li>Proactively analyze data to uncover insights that drive business value and impact</li><li>Create analytical models, such as impact analysis of internal and external factors on metrics, forecasting, and segmentation drivers to evaluate business decisions and opportunities</li><li>Collaborate with product and business stakeholders to gather requirements, hypotheses, identify success metrics, and determine feasibility of analyses in current and future states</li><li>Analyze several disparate data sources and tie them together in a way that supports further analysis of the data</li><li>Use advanced statistical analysis methodologies to determine key drivers of client behaviors, and use the insights rendered from those analyses to determine business recommendations</li><li>Have an extensive understanding of data architecture, tools and applications </li><li>Develop subject matter expertise around key Schwab systems & domains </li><li>Collaborate with internal SDA partners to deliver best-in-class and holistic solutions</li><li>Work closely with business partners to build a strong, well defined engagement model that ensures optimal project scoping and prioritization while balancing business impact and success. Gather strong technical business requirements to ensure good solution design and architecture, and utilize development expertise to create a defined project schedule</li><li>Manage relationships to gain alignment across data and technology partners</li><li>Deliver as a trusted resource for all things data and analytics for the Investor Services business </li></ul>What you have Requirements <ul><li>Passion for business intelligence, data, and analytics, and a commitment to drive positive change</li><li>Strong curiosity to understand clients and improve overall business impact</li><li>Outstanding communicator who can clearly translate data to insights and leverages trend analysis and statistical methods such as regression modeling, time series analysis, clustering and decision trees to identify notable and actionable analytics</li><li>Advanced skillset with SQL structured programming/Big Query, ad hoc queries, and data analysis development</li><li>Superior analytical skills, creativity in problem solving, and attention to detail</li><li>Must be able to translate business requirements into SQL "from scratch" without the assistance of a code generating tool and able to understand existing complex SQL</li><li>Experience leveraging and reconciling data across multiple source systems</li><li>Effective communication skills, both written and verbal, as well as the ability to develop concise and effective presentations tailored to specific audiences</li><li>Project execution skills with a proven track record of driving critical initiatives to drive growth</li><li>Self-starter that can thrive in a multifaceted and fast-paced work environment, with a positive attitude and strong work ethic</li><li>Influential consultant with the ability to partner cross-functionally, cross-enterprise and work effectively with various levels and personality types within the organization</li><li>Strong relationship building and collaboration skills, especially in cross-functional teams</li><li>Comfort in a dynamic, fast-moving, Agile, and matrix work environment </li></ul>Preferred Requirements <ul><li>Experience presenting to an executive audience</li><li>Financial services experience </li></ul>What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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: <ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul>

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