2027 Retail Investor Services Intern

Your opportunity

Retail Strategy & Analytics Intern

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Retail Strategy & Analytics Intern

This internship offers hands-on exposure to how Schwab's Retail organization uses strategy, analytics, and structured problem solving to address important business opportunities and improve the client experience. Interns contribute to high-priority work while developing durable skills in analytical thinking, communication, problem solving, collaboration, and execution.

Through real-world projects and collaboration with business leaders and experienced professionals, interns gain insight into how Schwab evaluates complex business questions, translates data and information into meaningful insights, and develops recommendations that support clients and the broader Retail organization. Business Strategy interns work on issues tied directly to the Retail leadership agenda, while Analytics interns help deliver analytical insights and recommendations that inform Retail business decisions.

2027 Retail Strategy & Analytics Opportunity Areas Include:

Business Strategy

Operates as an internal consulting team focused on high-priority questions for Retail leadership, giving interns opportunities to contribute to strategic initiatives such as growth strategy, GenAI adoption, competitive and market assessments, M&A and integration planning, and organizational design. Interns receive meaningful ownership of a workstream and exposure to senior leaders across the Retail business.

Analytics Consulting

Partners with the Retail business to transform data into actionable insights and recommendations, with opportunities to analyze client and asset behaviors, forecast business outcomes, measure sales performance, build KPI dashboards, improve client experiences, and explore how AI can enhance analytics and decision-making.

What You'll Do

Depending on your assigned team, you may:

• Tackle complex and sometimes ambiguous business questions by breaking problems into structured components and identifying the 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 clear recommendations.

• Conduct research and synthesize information to support strategic priorities and business decisions.

• Create stakeholder-ready presentations, analyses, dashboards, and written materials that clearly 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.

• Take ownership of a defined workstream or deliverable and drive work from initial research or analysis through recommendations and next steps.

What You'll Learn

• How strategy and analytics support decision-making within a large financial services organization.

• How to approach ambiguous business challenges using structured problem-solving techniques.

• How quantitative and qualitative information can be translated into insights, recommendations, and business actions.

• How client behavior, asset flows, sales performance, and other business metrics can inform strategic and operational decisions.

• How to identify the key "so what" within complex information and communicate a clear recommendation.

• How analytics, dashboards, KPIs, and forecasting can be used to measure and improve business performance.

• How emerging capabilities such as GenAI can influence strategy, analytics, productivity, and the client experience.

• How cross-functional teams collaborate to address high-priority questions across Schwab's Retail business.

These opportunities provide exposure to work that can directly support Retail business priorities and senior leadership decision-making.

What you have

Required Qualifications

• Currently enrolled in a bachelor's degree program and entering junior-level standing by internship start date.

• Have not completed your bachelor's degree prior to 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.

Preferred Qualifications

Depending on the specific Retail Strategy & Analytics internship opportunity and team assignment, preferred qualifications may include:

• Demonstrated analytical thinking and the ability to work with quantitative and qualitative information to identify meaningful insights.

• Strong structured problem-solving skills with the ability to break complex or ambiguous business questions into manageable components and develop a thoughtful approach.

• Intellectual curiosity and a demonstrated interest in understanding business problems, client behavior, financial services, markets, or emerging technologies.

• Strong written and verbal communication skills with the ability to synthesize complex information and clearly communicate the key "so what," recommendations, and next steps.

• Demonstrated initiative, ownership, and ability to independently move a project or workstream forward.

• Strong attention to detail and commitment to producing 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 development of stakeholder-ready materials.

• For analytics-focused opportunities, experience or coursework using SQL and/or Python to analyze data and solve business problems is preferred.

• Familiarity with data visualization tools such as Tableau or Power BI is beneficial for analytics-focused opportunities.

• Familiarity with AI and productivity tools and an interest in applying emerging technologies to business challenges is a plus.

• Prior coursework or experience related to analytics, data science, consulting, strategy, finance, economics, business, statistics, or similar disciplines is beneficial but not required.

• Ability to work effectively in ambiguous and evolving environments while balancing multiple priorities and maintaining reliable follow-through.

#campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 [email protected] or call 800-275-1281.