Investment Analyst, Victory Solutions

About the role

Victory Solutions manages over $60B in assets across multi-asset, multi-manager, active quantitative and rules-based strategies. The firm's ETF business, VictoryShares, sits within Victory Solutions as well. Join us as a Senior Investment Analyst at Victory Solutions. In this role, you'll be an integral part of our Portfolio Management Team focusing on portfolio construction and implementation.

Responsibilities

• Manage portfolios ensuring alignment with strategy investment objectives, adhering to compliance regulations.
• Design and execute trading, tax management tactics, and take the helm for corporate action decisions across all Victory platforms.
• Uphold portfolio standards by mitigating risks and staying updated on regulatory standards for assigned portfolios.
• Independently execute global equity trades utilizing OMS/EMS systems.
• Lead ETF rebalances and reconstitutions, analyzing various factors such as tax implications and market impact.
• Act as the bridge between Victory Solutions and key stakeholders like brokers and custodians.
• Collaborate with the Head of Capital Markets on a multitude of ETF activities including product launches and broker relations.
• Harness quantitative methods and market insights for portfolio optimizations.
• Decipher portfolio performance, pinpointing risk areas in comparison to benchmarks.
• Advocate for and implement process improvements where necessary.
• Foster a constructive team atmosphere, setting the tone through personal leadership.

Requirements

• Experience executing trades for rules or model-based investing.
• Proficiency with OMS/EMS.
• Comprehensive understanding of index provider methodologies.
• Strong understanding of securities including equities, futures, and options.
• Experience of Microsoft Excel (can perform complex functions).
• Self-starter and problem-solver with experience leading a team in a fast-paced environment.
• Quantitative orientation; comfortable manipulating, scaling, and analyzing large datasets.
• Demonstrated track record of thought leadership and strong performance results.

Qualifications

• 3+ years of proven investment-related experience.
• Working proficiency of Charles River, FactSet or Bloomberg.
• CFA charter holder or working towards the CFA designation.

Skills

• Experience executing trades for rules or model-based investing.
• Proficiency with OMS/EMS.
• Comprehensive understanding of index provider methodologies.
• Strong understanding of securities including equities, futures, and options.
• Experience of Microsoft Excel (can perform complex functions).
• Self-starter and problem-solver with experience leading a team in a fast-paced environment.
• Quantitative orientation; comfortable manipulating, scaling, and analyzing large datasets.
• Demonstrated track record of thought leadership and strong performance results.

Benefits

• Affordable medical, dental, and vision plans.
• Flexible PTO.
• Family medical and disability leaves.
• Tuition reimbursement.
• A 401(k) plan with a generous employer match.

Pay

The target base salary range for this position is $76,500 - $ 90,000. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Schedule

N/A