Job Detail

  • Career Level Others
  • Experience 3 Years
  • Qualifications Degree Bachelor

Job Description

Your Opportunity

The 1st Line of Defense Risk Management Office (1RMO) is responsible for collaborating with business units to implement effective Risk Monitoring and Management practices. The Data & Risk Intelligence (DRI) Team is a key group within the organization which supports and facilitates the enhancement and growth of the 1RMO. The work of the DRI Team ultimately provide powerful insights for Schwab leaders to make key business decisions. As a member of this team, you will provide analytics and reporting services that will assist with the delivery of solutions that are aligned with the operational and strategic priorities of the 1RMO team. You will be responsible for gathering data, producing reports, and ultimately identifying trends and patterns which will allow you to provide insight into improvement opportunities.

What you are good at

  • Assume ownership of several existing 1RMO Tableau dashboards; from data preparation to dashboard design
  • Gather reporting requirements from partners, collaborate with data producers (e.g., operations, global data), and support data consumers (e.g., risk management analysts, various lines of business)
  • Analyze sophisticated business problems and issues using data from internal and external sources to provide insight to decision makers
  • Identify and interpret trends and patterns in datasets, to locate influences
  • Develop evaluation methods that provide data for process measurement (e.g., operational metrics within risk management teams)
  • Play a key role in maturing the analytical capabilities of the 1st line risk organization and identify indicators for improvement opportunities
  • Evaluation and/or implementation of data audit and visual analytics techniques, methods, and tools, including but not limited to: Tableau, SQL, Microsoft Excel, etc.
  • Assist in developing process diagrams, presentations, and create spreadsheets for effective/automated reporting for management
  • Perform recurring administrative tasks that is required by the 1st line risk organization to perform their respective functions
This is a summary only and duties and responsibilities may be changed from time to time, or over time.

What you have

  • BS/BA degree preferred
  • 3+ years of data analysis experience
  • 2+ years of experience in creating highly interactive data visualization Tableau Desktop & Tableau Server dashboards using features such as data blending, extracts, LOD calculations, filters, actions, parameters, context filters, sets, groups, and aggregate measures.
  • Proficiency in Microsoft Office software such as Excel (including formulas, calculations, charts, graphs, pivot tables, etc.), PowerPoint, Word, Outlook, Visio, and SharePoint
  • Familiarity with semi-structured data and data preparation
  • Eye for data visualization standard methodologies
  • Strong analytical skills, organizational skills, and attention to detail
  • Excellent written and verbal communication skills
  • Ability to self-manage multiple tasks at one time
  • Clarity of thinking to work through limited information and vague problem definitions
  • An inquisitive mind; always seeking root causes, not just simple, superficial answers
  • Confidence to autonomously partner across lines of business and interact with all levels of leadership
  • A passion for proactively seeking opportunities to make improvements, gain efficiencies and meet unknown needs
  • Alteryx, Tableau Prep, or other data preparation experience is a plus.
  • Financial Services experience is a plus
You demonstrate these behaviors:
  • Analytical Thinking: Approaching a problem by using a logical, systematic, sequential approach.
  • Curious: Constantly learns more about our processes as well as the processes of businesses we support.
  • Results Oriented: Delivers on individual goals and visibly participates in delivering on team goals.
  • Overcome barriers/Initiative: Proactively addresses obstacles and Identifies creative solutions.
  • Relationship Oriented: Thrives in an environment of strong reciprocation and partnership with business partners, coworkers, and managers.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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