Charles Schwab Business Analyst in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Brian Parker


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 Risk Data Aggregation and Risk Reporting (RDARR) team is situated in Corporate Risk Management (CRM). The team is tasked with defining and executing data, reporting and technology initiatives that advance CRM's RDARR maturity. This position is for a Business Analyst with broad responsibilities, some of which include intake of requirements and documentation of the integrated data infrastructure for CRM data and reporting.

What you’ll do:

This role will be uniquely positioned to work with a variety of Risk teams to document data management solutions and functionality that provide direct business value while helping enforce proper IT best practices and controls. Key responsibilities include:

  • Own documentation of business logic and maintenance of procedures

  • Manage multiple large, complex and cross functional projects

  • Deliver business process requirements and use cases by working with the business product owners

  • Contribute to the roadmaps for data strategy

  • Establish productive relationships with internal business partners and information technology partners for alignment with the standards and data strategy

This will be an individual contributor role.

What you have:

The following qualifications are required:

  • BA/BS degree and/or PMP certification

  • 3+ years of experience of hands-on experience as a Business Analyst

  • Strong knowledge of JIRA, MS Project, Excel, MS Word and Visio along with general familiarity with Outlook and other MS Office applications is also required

  • Excellent technical writing and verbal communication skill

  • Strong interpersonal, analytical, problem-solving, influencing, prioritization, decision-making and conflict resolution skill

  • Individual must be self-motivated and able to bring projects to their conclusion

The following qualifications are not required, but highly desired:

  • Sufficient understanding of the General Ledger (ex. Balance Sheet and Income Statement)

  • Familiarity with Data Modeling concepts

  • A background in the financial services industry

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: PMP (Project Mngmt Prof cert.)

Relevant Work Experience: Analyst/Strategy-2-5 yrs, Project Management-2-5 yrs, IT-Management/Technical Project Mgmt-6+ yrs, Analyst/Strategy-6+ yrs, IT-Management/Technical Project Mgmt-2-5 yrs, Financial Services-less than 2 yrs, IT-Software Quality Assurance (QA)-2-5 yrs, Risk Analysis, IT-Software Quality Assurance (QA)-6+ yrs

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Monday, May 7, 2018

Expiration Date: Sunday, July 1, 2018

Apply Here