Investment Operations Analyst (Intermediate)

About the role

USAA seeks to be the #1 choice for the military community and their families. This opportunity is within the Investment Operations Analyst (Intermediate) role, supporting high-quality investment research for new securities.

Responsibilities

• Valuing routine new securities and completing securities transactions data entry
• Soliciting guidance for more complex security setups
• Maintaining security records within order management, accounting, and data warehouse systems
• Conducting initial post-trade compliance testing
• Acquiring and applying maturing knowledge of the investment business, products, and processes
• Participating in the development and implementation of team initiatives as a team resource
• Resolving issues and identifying appropriate issues for escalation
• Performing more remedial tasks such as doing simple quality checks or staging work for analysis
• Ensuring 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
• 2 years of experience in investment operations or middle office functions or financial services industry
• Foundational level of experience in the investment management industry
• Knowledge of investment control testing or audits
• Experience with Microsoft Office tools such as Excel, Word and Outlook

Qualifications

• US military experience through military service or a military spouse/domestic partner
• Demonstrated ability to understand financial concepts, with a specific emphasis on bond pricing and general bond mathematics
• Familiarity with data and automation tools such as SQL, Python, VBA, and Power BI
• Ability to work independently and as part of a team
• Strong organizational and project management skills
• Experience assisting with control testing and audits and identifying opportunities for process improvement

Skills

• Knowledge of investment control testing or audits
• Experience with Microsoft Office tools such as Excel, Word and Outlook
• Familiarity with data and automation tools such as SQL, Python, VBA, and Power BI

Benefits

• 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
• Variety of wellness programs
• Career path planning and continuing education

Pay

The salary range for this position is: $63,590 - $121,530.

Schedule

This position can be based in one of the following locations: San Antonio, TX, or Charlotte, NC.