Investment Analyst Senior

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. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

About the role

As a dedicated Senior Investment Analyst, you are responsible for providing analytical and operational expertise to support USAA's investment management process. You conduct research and statistical analyses of investment portfolios, including asset allocation modeling and benchmarking, to support the enterprise's investment portfolios. You deliver forecasting, planning, and reporting functions for the enterprise and create investment management reports and presentations for business leaders. You support Second Line of Defense (SLOD) and Third Line of Defense (TLOD) data requests related to investment management activities, including audits. Additionally, you manage Risk Control Self-Assessments (RCSAs), maintain the risk control inventory, and develop and report Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). You reconcile returns by asset manager and asset class, resolving discrepancies. You ensure all analyses and reports are delivered on schedule to meet stakeholder needs while maintaining processes that are efficient, automated, and scalable.

This position can be based in one of the following locations: San Antonio, TX, or Plano, TX. Relocation assistance is not available for this position. We offer a flexible work environment that requires an individual to be in the office 4 days per week.

Responsibilities

• Apply advanced knowledge to conduct extensive research and statistical analysis of USAA investment portfolios.
• Complete complex ad hoc and recurring analysis, research market trends, and compile data.
• Discuss concerns and make recommendations that influence investment modifications.
• Prepare other ad hoc reporting as required by internal or external stakeholders and reconcile results consistent with fund or strategy objectives.
• Create reports and presentations for investment portfolios that include portfolio performance, risk, and attribution.
• Coordinate and conduct meetings and presentations with Senior Leaders within Portfolio Management, Investment Strategy, Trading, Research, and all levels of staff within Compliance, Legal, Risk, and/or back-office Operations.
• Manage client relationships and assist in business development.
• Advise on compliance initiatives to update new requirements on USAA technical systems and manage compliance templates to align with policy and regulatory constraints.
• Stay informed of industry initiatives and trends that may impact portfolio analytics.
• Serve as a resource to less experienced team members on escalated issues of a routine nature.
• Apply advanced knowledge to assist team members with the onboarding of new asset managers, including coordinating efforts with stakeholders.
• Lead team members in the preparation of investment presentations.
• Ensure 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.
• 6 years of experience in financial analysis within the investment industry or related financial services industry.
• 2 years of performance measurement experience.
• Advanced knowledge and application of fixed income, equity, and/or alternative asset classes.
• Knowledge and application of applicable regulatory and compliance laws and regulations.
• Ability to communicate complex information to analysts, management, and operations teams.
• Advanced knowledge and use of Microsoft Excel.
• Experience with tools for data gathering and reporting.
• Proficiency with analytical toolsets.

Qualifications

US military experience gained through military service or gained as a military spouse/domestic partner is a plus.

Pay

The salary range for this position is $103,450 - $197,730. USAA does not provide visa sponsorship for this role.

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) and pension plans.
• Life insurance.
• Parental benefits and adoption assistance.
• Paid time off program with paid holidays plus 16 paid volunteer hours.
• Various wellness programs.
• Career path planning and continuing education to assist employees with their professional goals.