The Charles Schwab Corp logo

Manager, Real Estate Strategy and Analytics

The Charles Schwab Corp

  • Phoenix, AZ
  • 2 days ago

    Highlights

    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. Key Responsibilities: Conduct financial analysis for real estate projects, including lease renewals, relocations, consolidations, capital investments, subleases, acquisitions, dispositions, and other portfolio initiatives.

    Numbers & Facts

    LocationPhoenix, AZ
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    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 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.

    Key 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

    What you have

    To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

    Required Qualifications:

    • 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.

    Preferred Qualifications:

    • 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.

    Please note: This position operates on a hybrid work model (4 days onsite, 1 day remote) and is available only in Phoenix, AZ (24th Street and Lincoln location). Candidates must reside in or be willing to relocate to the area at their own expense.

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

    Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

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