Charles Schwab Sr Mgr, Real Estate Strategy in San Francisco, California


San Francisco - CA, SF215FMT, 215 Fremont Street, 94105-2318

Anthony Jason Pacheco


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Real Estate Analytics team provides analytical support for all real estate decisions of the firm, as well as providing demographic and strategic analysis in support of the branch network.

What you’ll do:

Responsibilities of the position include:

  • Conduct financial analysis of real estate project proposals, some simple and some highly complex, ensuring all reasonable alternatives are considered, and present results and recommendations to management

  • Prepare formal approval requests for lease renewals and capital projects

  • Conduct demographics analysis in support of market and site selection for branch real estate

  • Participate in real estate strategic planning and other special projects as required

What you have:

  • Expert in MS Excel, with ability to build complex models from scratch

  • Proficient in Word and Powerpoint

  • Comprehensive knowledge of commercial office and retail real estate, and familiarity with commercial property valuation methods

  • Familiarity with GAAP for real estate and leases

  • 5+ years’ experience as a financial analyst, with a strong background in NPV, IRR, P&L, tax vs. book, payback calculations

  • Familiarity with MapInfo, MS Access and/or Anysite software and demographic analysis a plus, but not required

  • Ability to thrive in a fast-paced environment with firm deadlines, while maintaining accuracy and high quality

  • Strong analytical and problem-solving skills

  • Ability to work independently and manage multiple priorities and deadlines

  • Strong presentation and communication skills, with ability to anticipate questions and come prepared with the answers

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Analyst/Strategy-2-5 yrs, Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Analyst/Strategy-6+ yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Facilities/Real Estate

Activation Date: Saturday, May 19, 2018

Expiration Date: Sunday, July 1, 2018

Apply Here