Charles Schwab

Business Systems Analyst - Patent Office

Charles Schwab • $110K — $130K *
San Francisco, CA 94112In-Person
Business Services
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in patent analytics and competitive intelligence
  • Proficient in Excel and PowerPoint for data visualization
  • Strong analytic skills to identify trends in complex datasets
  • Demonstrated research discipline with a focus on data quality
  • Excellent collaboration skills with cross-functional teams
  • Preferred: Registered patent agent with the USPTO
  • Preferred: Familiarity with patent databases like PatSnap or LexisNexis

Responsibilities

  • Evaluate patent portfolios for trends and overall health
  • Develop metrics that assist with portfolio decisions
  • Monitor competitors and patent activities in key domains
  • Identify risks and emerging technologies relevant to the business
  • Create dashboards and reports that simplify complex data
  • Partner with the Patent Office to drive invention-harvesting sessions
  • Maintain high data quality and consistent research methods

Benefits

  • Comprehensive benefits package
  • Flexible working environment
  • Opportunities for professional development
  • Access to cutting-edge technology and analytical tools
  • Bonus or incentive opportunities based on performance
Full Job Description
Your Opportunity

The Intellectual Property Data Analyst will turn patent and technology data into actionable intelligence that supports Schwab’s innovation and intellectual property objectives. This role focuses on business and patent analytics for portfolio benchmarking, technology landscape assessments, whitespace and trend analysis and competitive intelligence and develop dashboards and leadership-ready insights to support Schwab’s Intellectual Property strategy. The Analyst will provide intelligence that helps inform where Schwab should build, partner, or further evaluate opportunities while improving the analytical foundation for patent portfolio decisions and executive reporting.

Key Responsibilities:
  • Evaluate patent portfolios for trends, growth, quality, technology coverage, and overall portfolio health.
  • Develop metrics and insights that support Schwab’s portfolio decisions.
  • Monitor competitors, technology trends, and patent activity across key priority domains.
  • Identify opportunities, risks, emerging technologies, and innovation trends that may impact the company.
  • Create dashboards, presentations, and recurring reports that summarize portfolio activity, technology trends, and competitive developments that present complex information in a clear and actionable manner.
  • Partner with the Schwab Patent Office Director and business or technology teams to coordinate targeted invention-harvesting sessions.
  • Review innovation themes, project information, and technology initiatives to help identify areas where patent, trade secret, or other innovation-protection approaches may warrant further evaluation .
  • Monitor external developments relevant to patent, trade secret, and innovation protection strategies.
  • Assist with preparing materials for invention workshops, Patent Forums, and innovation discussions.
  • Maintain data quality and research resources.
  • Collect, validate, and organize data from patent databases and other research sources.
  • Maintain consistent reporting standards, research methods, and supporting documentation.
Success Measures:
  • Patent portfolio, competitive intelligence, and technology landscape analyses produce clear insights that inform filing priorities, protection strategy, and leadership decisions.
  • Dashboards, visualizations, and recurring reports are accurate, timely, easy to interpret, and tailored to Legal, Technology, and executive audiences.
  • Competitive monitoring identifies meaningful technology trends, whitespace opportunities, portfolio risks, and emerging innovation areas relevant to Schwab.
  • Innovation-harvesting support helps Patent Office leadership and technology teams focus discussions on areas with strong protection potential.
  • Research methods, data sources, and reporting standards are documented, repeatable, and continuously improved for quality and consistency.
What you have Minimum Qualifications:
  • Experience in patent analytics, competitive intelligence, portfolio analysis, technology research, business intelligence, or related analytical discipline.
  • Ability to analyze complex datasets, identify trends and gaps, validate findings, and translate results into concise recommendations for technical, legal, and executive audiences.
  • Strong proficiency with Excel and PowerPoint, including data visualization, dashboard development, and leadership-ready storytelling.
  • Demonstrated research discipline, attention to data quality, and ability to manage recurring monitoring and ad hoc analysis across multiple technology domains.
  • Strong collaboration and facilitation skills, including the ability to work with inventors, technical leaders, Legal, and Schwab Patent Office stakeholders.
Preferred Qualifications:
  • Registration in good standing as a patent agent with the U.S. Patent and Trademark Office.
  • Experience with patent databases or analytics platforms such as LexisNexis PatentSight+, PatSnap, Derwent, Innography, or comparable tools.
  • Experience creating process automation tools.
  • Experience supporting invention-harvesting, innovation strategy, market intelligence, or process automation.

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

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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