Investment Analyst (Intermediate Level)

San Antonio Home Office I

Plano Legacy

Full time

R0120906

Why USAA?

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.

The Opportunity

As a dedicated Investment Analyst II , within established guidelines and frameworks, provides analytical and operational support to the investment management process. Conducts research and statistical analysis of investment portfolios, asset allocation modeling, and benchmarking to support enterprise investment portfolios. Contributes to enterprise forecasting, planning, and reporting processes through research and statistical analysis. Gathers data for the development of investment management reports and presentations. Supports Second Line of Defense (SLOD) and Third Line of Defense (TLOD) data requests related to investment management activities, including audits. Assists with risk and control inventory management, control testing, and the development and reporting of Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). Ensures all analyses and reports are completed and delivered in a timely manner to meet stakeholder needs.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. 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.

What you'll do:

• Conduct research and statistical analysis of USAA investment portfolios.

• Completes ad hoc and recurring analysis, research market trends and compiles data.

• Prepares ad hoc reporting as required by internal or external stakeholders and reconcile results consistent with fund/or strategy objectives.

• Supports client relationships and assists in business development.

• Develops an understanding of the fixed income, alternatives, and equity asset classes and shares knowledge with operations teams.

• Stays informed of industry initiatives and trends that may impact portfolio analytics.

• Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation.

• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree; OR 4 years of relevant education and/or experience.

• Up to 2 years in financial analysis.

• Developing knowledge and experience within the investment industry or related financial services industry required.

• Knowledge of applicable regulatory and compliance laws and regulations.

• Developing knowledge and use of Microsoft Office applications.

What sets you apart:

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

• Prior use of investment analytic tools such as Bloomberg or Aladdin.

• Financial and/or investment analysis experience.

Compensation range: The salary range for this position is: $69,920 - $133,620 .

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

Compensation: 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.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.