Investment Analyst Lead

About the role

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. We are proud to support active-duty military spouses; roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

As a dedicated Investment Analyst Lead, you will provide analytical and operational expertise to support USAA’s investment management process. You will lead investment research, portfolio analysis, asset allocation modeling, and benchmarking to support the enterprise investment portfolios. You will also oversee investment forecasting, planning, and reporting, and prepare and present investment insights to management and key committees. In addition, you will support investment risk and control activities, including Second and Third Line of Defense data requests, audits, Risk and Control Self-Assessments (RCSA), risk control inventory, and Key Risk Indicator (KRI) reporting and development. You will ensure reporting and analytical processes are timely, scalable, and automated while maintaining compliance with applicable regulatory requirements and internal policies.

This position requires an individual to be in the office 4 days per week and can be based in San Antonio, TX, or Charlotte, NC. Relocation assistance is not available.

Responsibilities

• Applies expert knowledge to conduct extensive research and statistical analysis of USAA investment portfolios.
• Prepares reports and presentations including portfolio performance, risk, and attribution.
• Directs/prepares other ad hoc analysis and reporting as required by internal or external stakeholders and reconciles results consistent with fund/or strategy objectives.
• Presents and meets regularly with Senior business Leaders and all levels of staff within Compliance, Legal, Risk and/or back-office Operations.
• Individually accountable for business results.
• Advises on USAA technical systems for compliance on new requirements.
• Applies expert knowledge to construct and maintain compliance templates to ensure portfolio holdings are in line with policy and regulatory constraints.
• Monitors systems for problems related to investment pricing and valuation and overall data integrity.
• Drive efficiencies in cost, technology and process by leveraging available tools and third-party sourcing options.
• Stays informed of industry initiatives and trends that may impact portfolio analytics.
• Leads and motivates cross-functional team members in the development and implementation of key investment management process initiatives.
• Makes final project-related decisions.
• Prepares responses to due diligence requests for information and special projects on an as needed basis.
• Provides guidance and/or on the job training to less experienced coworkers.
• Serves as a resource to team members on escalated issues of a complex nature.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Requirements

• Bachelor's degree; OR 4 years of relevant education and/or experience.
• 8 years of experience in financial analysis within the investment industry or related financial services industry.
• Expert knowledge and application of fixed income, equity and/or alternative asset classes.
• Strong knowledge and application of applicable regulatory and compliance laws and regulations.
• Acquires and applies expert knowledge of investment management including fixed income, equity, and alternatives.
• Expert knowledge and use of Microsoft tools including Excel and PowerPoint.
• Advanced experience with tools for data gathering and reporting.

Qualifications

• US military experience gained through military service or gained as a military spouse / domestic partner.
• Experience leading or heavily contributing to cross-functional initiatives, including system enhancements, process redesign, or regulatory projects.
• Solid background in investment control frameworks, including audit support, control testing, issue remediation, and risk management practice.
• Hands-on experience partnering with custodians, vendors, and external service providers, including issue resolution and performance oversight.

Pay

The salary range for this position is $127,310 - $243,340. USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

USAA does not provide visa sponsorship for this role. Please do not apply if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Benefits

At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include:

• Comprehensive medical, dental and vision plans
• 401(k)
• Pension
• Life insurance
• Parental benefits
• Adoption assistance
• Paid time off program with paid holidays plus 16 paid volunteer hours
• Various wellness programs
• Career path planning and continuing education

For more details, visit the benefits page on USAAjobs.com.

Schedule

Flexible work environment requiring 4 days per week in the office. Position can be based in San Antonio, TX, or Charlotte, NC.