Charles Schwab

Manager, Real Estate Strategy and Analytics

Charles Schwab • $95K — $115K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in corporate real estate or financial analysis
  • Bachelor's in Real Estate, Finance, or related field
  • Proficient in Microsoft Office Suite, especially Excel and PowerPoint
  • Advanced financial modeling experience preferred
  • Familiarity with commercial real estate valuation methods
  • Experience with analytics platforms like Tableau or SQL
  • Strong analytical and detail-oriented mindset

Responsibilities

  • Conduct financial analysis for various real estate projects
  • Develop financial models and scenario analysis for investment evaluation
  • Prepare executive-level approval packages and presentations
  • Evaluate market opportunities through demographic analysis
  • Build and maintain analytical dashboards for leadership
  • Lead special projects requiring financial analysis expertise

Benefits

  • Hybrid work model (4 days onsite, 1 day remote)
  • Opportunities for performance-based bonuses
  • Collaborative work environment
  • Potential for professional development
  • Exposure to strategic decision-making at executive level
Full Job Description
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 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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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