Manager, Real Estate Strategy and Analytics at Charles Schwab in US-AZ-Phoenix

Job description

• 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 Corporate Real Estate Analytics team provides financial, strategic, and data-driven analysis that supports real estate decisions across the firm's portfolio. The team partners closely with Corporate Real Estate, Finance, workplace stakeholders, and business leadership to evaluate investments, optimize the branch network and office portfolio, improve business processes, and deliver actionable insights that inform long-term real estate strategy.

Responsibilities

• Conduct financial analysis for real estate projects, including lease renewals, relocations, consolidations, capital investments, subleases, acquisitions, dispositions, and other portfolio initiatives.
• Develop financial models and scenario analysis to evaluate investment alternatives and provide recommendations to management.
• Prepare executive-level approval packages, presentations, and recommendations for lease transactions, capital projects, and strategic real estate initiatives.
• Conduct demographic analysis to evaluate market opportunities and site selection for branch real estate.
• Build and maintain analytical models, dashboards, and reporting tools that support leadership decision-making.
• Lead or contribute to special projects and enterprise initiatives requiring financial, strategic, or analytical expertise.
• **This is an individual contributor position**

Requirements

• To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
• 4+ years of experience in corporate real estate, financial analysis, analytics, or related discipline.
• Bachelor's degree in Real Estate, Finance, Accounting, Economics, Business or related field
• Proficient in Microsoft Excel PowerPoint, and Word.
• Advanced financial modeling experience, including NPV, IRR, P&L, tax vs. book, payback calculations, and scenario analysis.
• Knowledge of commercial office and retail real estate, and familiarity with commercial property valuation methods.
• Familiarity with GAAP for real estate and leases.
• Experience with Alteryx, Tableau, Power BI, SQL, or similar analytics and automation platforms
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to data accuracy.
• Collaborative mindset with the ability to build relationships across multiple business functions.
• Proven ability to independently manage multiple priorities and deadlines within a fast-paced environment.

Skills

Required

• Microsoft Excel
• PowerPoint
• Word
• Alteryx
• Tableau
• Power BI
• SQL

Benefits

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