Careers at Charles Schwab

Your opportunity

At Charles Schwab, our purpose is simple: we champion client’s goals with passion and integrity. Guided by honesty, mutual respect and a commitment to doing what’s right, we bring innovation, education, and service together to help shape financial futures. Our people are the foundation of our success – they approach their work with curiosity and collaboration, coming together to create solutions that make a meaningful impact for clients and communities. As we expand into India, we are bringing this same culture of inclusion, learning, and opportunity to new talent. Joining us means becoming part of a global team where your work matters and your future can take shape.

Our Hyderabad location is central to Schwab’s growth, bringing together talented people and technology to drive innovation, scale and efficiency. Here, you will work alongside teams who create solutions that support millions of clients every day. The work you do is more than daily operations – it’s a chance to experiment, learn, and build within a values-driven, supportive environment. This is a unique opportunity to be part of our early growth phase and shape something new, backed by the stability and strength of a Fortune 500 company. Your impact begins on day one, and your contributions will help define our future in the region.

What you have

Role Description

BI Platform Engineer is responsible for the administration, operational support, maintenance, and continuous improvement of enterprise business intelligence and analytics platforms. This role supports technologies such as Power BI, Tableau, Alteryx, SAP BusinessObjects, and related analytics services to ensure platform reliability, performance, security, and availability. The Specialist serves as a key technical resource for platform operations, troubleshooting incidents, managing user onboarding and access requests, supporting platform upgrades, and implementing governance and compliance controls.
Working closely with business stakeholders, data engineering teams, infrastructure teams, security partners, and software vendors, this role helps deliver scalable and secure analytics services that enable data-driven decision making. The Specialist also contributes to automation initiatives, operational monitoring, capacity planning, documentation, and user enablement efforts while supporting enterprise standards and operational excellence objectives.

Key Responsibilities

• Administer and support enterprise BI and analytics platforms, including Power BI, Tableau, Alteryx, SAP BusinessObjects, and related technologies.
• Monitor platform performance, availability, and health to ensure reliable service delivery.
• Troubleshoot and resolve platform incidents, service requests, and user issues within established service levels.
• Perform root cause analysis and implement corrective actions to prevent recurring issues.
• Support platform onboarding activities, including workspace provisioning, access management, and security configuration.
• Assist with platform upgrades, patching, migrations, and lifecycle management activities.
• Maintain governance controls, security standards, and compliance requirements.
• Partner with infrastructure, networking, cybersecurity, IAM, and vendor teams to resolve technical issues and improve platform capabilities.
• Develop and maintain operational runbooks, knowledge articles, and support documentation.
• Identify and implement automation opportunities to improve operational efficiency and reduce manual effort.
• Contribute to capacity planning, performance optimization, and disaster recovery preparedness initiatives.
• Support self-service analytics adoption by assisting users and providing technical guidance on platform capabilities and best practices.
• Participate in change management, release management, and operational readiness activities.
  
  

Required Qualifications

• Experience with one or more analytics technologies such as Power BI, Tableau, Alteryx, SAP BusinessObjects, Microsoft Fabric, or similar platforms.
• Understanding of platform administration, access management, governance, and security principles.
• Experience troubleshooting platform, reporting, data connectivity, authentication, or performance issues.
• Knowledge of SQL and data analytics concepts, including reporting, dashboards, data warehousing, and ETL/ELT processes.
• Experience working with cloud and hybrid technology environments.
• Familiarity with Microsoft Entra ID (Azure AD), Single Sign-On (SSO), Role-Based Access Control (RBAC), and identity management concepts.
• Understanding of incident, problem, change, and release management processes.
• Experience with monitoring and alerting tools to ensure platform health and availability.
• Strong analytical, problem-solving, and troubleshooting skills.
• Effective verbal and written communication skills with the ability to collaborate across technical and business teams.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• 4-6 years of experience supporting, administering, or maintaining enterprise BI, analytics

Preferred Qualifications

• Evaluates moderately complex problems by analyzing data and spotting trends
• Keeps others informed about workstream developments and updates
• Applies business intelligence and industry insights to support decision making
• Microsoft Certified: Power BI Data Analyst Associate
• Microsoft Certified: Fabric Analytics Engineer Associate
• Tableau Certified Data Analyst
• Tableau Certified Professional
• Alteryx Designer Core Certification
• Influences peers and collaborates across teams to improve workflow efficiency
• Verbally conveys complex concepts and engages peers effectively
• Acts with integrity, responsibly handles information, and communicates with accuracy
• Crafts impactful messages tailored to audience needs, persuading desired actions
• Sets challenging goals, monitors progress, and applies problem-solving techniques
• Evaluates market dynamics and proposes innovative, efficient solutions
• Adjusts written tone and style effectively for diverse readers