2027 Retail Investor Services Intern

Charles Schwab Inc.•Austin, TX

5d•Onsite

About The Position

The Retail Strategy & Analytics Intern supports Schwab’s Retail organization through strategy, analytics, and structured problem solving focused on business opportunities and the client experience. Interns contribute to high-priority projects, collaborate with business leaders and experienced professionals, and build skills in analytical thinking, communication, problem solving, collaboration, and execution. Depending on team assignment, interns may work in Business Strategy, an internal consulting team supporting Retail leadership priorities, or Analytics Consulting, which turns data into insights and recommendations for Retail business decisions. Projects may include growth strategy, GenAI adoption, competitive and market assessments, M&A and integration planning, organizational design, client and asset behavior analysis, forecasting, sales performance measurement, KPI dashboards, and client experience improvements. Interns take ownership of a defined workstream or deliverable and help move it from research or analysis through recommendations and next steps. The internship is an on-site, 9-week Summer 2027 program requiring 40 hours per week. The role is intended for students enrolled in a bachelor's degree program who will have junior-level standing by the internship start date and have not completed their bachelor's degree before the internship.

Requirements

Currently enrolled in a bachelor's degree program and entering junior-level standing by the internship start date.
Must not have completed a bachelor's degree before the internship.
Able to commit to 40 hours per week during the 9-week Summer 2027 internship program.
Able to begin full-time employment between August 2027 and September 2028.
Authorized to work in the United States on a full-time basis without employer sponsorship.
Willing to relocate at personal expense if required.

Nice To Haves

Analytical thinking and ability to use quantitative and qualitative information to identify meaningful insights.
Structured problem-solving skills, including the ability to break complex or ambiguous business questions into manageable components.
Intellectual curiosity and interest in business problems, client behavior, financial services, markets, or emerging technologies.
Strong written and verbal communication skills, including the ability to synthesize complex information and communicate recommendations and next steps.
Initiative, ownership, and ability to independently move a project or workstream forward.
Strong attention to detail and commitment to accurate, high-quality analysis and deliverables.
Ability to collaborate effectively with business partners and incorporate multiple perspectives and feedback.
Experience using Microsoft Excel and PowerPoint for analysis, problem solving, and stakeholder-ready materials.
For analytics-focused opportunities, experience or coursework using SQL and/or Python to analyze data and solve business problems.
For analytics-focused opportunities, familiarity with Tableau or Power BI is beneficial.
Familiarity with AI and productivity tools and interest in applying emerging technologies to business challenges.
Coursework or experience in analytics, data science, consulting, strategy, finance, economics, business, statistics, or similar disciplines.
Ability to work effectively in ambiguous and evolving environments, balance multiple priorities, and follow through reliably.

Responsibilities

Break complex or ambiguous business questions into structured components and identify information needed to develop solutions.
Conduct quantitative and qualitative analysis to identify patterns, trends, business drivers, and actionable insights.
Collaborate with business partners to develop analytical approaches and translate findings into recommendations.
Conduct research and synthesize information to support strategic priorities and business decisions.
Create stakeholder-ready presentations, analyses, dashboards, and written materials that communicate findings and recommendations.
Analyze client behavior, asset flows, sales performance, segmentation, or other business performance measures.
Support strategic initiatives related to growth, client experience, competitive positioning, GenAI, business transformation, operating models, or organizational design.
Build or contribute to performance measurement tools, KPI dashboards, forecasting models, or analytical reporting.
Explore opportunities to use AI and productivity tools to improve analytical capabilities, business performance reporting, or ways of working.
Own a defined workstream or deliverable and drive it from initial research or analysis through recommendations and next steps.