Business Strategy Analyst Senior - Investment Nurturing

USAA•Charlotte, NC

18h•Hybrid

About The Position

USAA is launching a new Investment Services Company (ISCO) to combine personalized advice with investment products and solutions. The Investment Nurturing team within ISCO is responsible for creating a continuous, personalized, and compliant post-account opening experience across channels to grow member trust, increase engagement, and expand lifetime value. Initially, this role will contribute to the vision and build of dashboards for daily, near real-time business management. Post-ISCO launch, the role will maintain operational and Nurturing dashboards, analytics insights, and supervisory tools, collaborating with analytics and reporting teammates to drive continuous improvement. The role will also utilize quantitative and qualitative analysis to provide thought leadership on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends, offering insights to key stakeholders to influence business unit strategy. The work environment is flexible, requiring 4 days in the office per week, with positions based in San Antonio, TX; Plano, TX; or Charlotte, NC. Relocation assistance is not available.

Requirements

Bachelors degree in business, Science, Finance, Economics or related field OR 4 years of relevant education and/or experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 10 years of experience without bachelor’s degree)
6 years of data and/or analytics or strategy consulting experience OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting.
Experience identifying business needs and managing strategic plans driven by qualitative/quantitative analysis and market insights.
Demonstrated experience using data analytics to formulate data-driven insights and influence business decisions.
Experience performing complex data analysis using various data analytics tools (i.e. Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics).
Demonstrated experience in project management.

Nice To Haves

US military experience through military service or a military spouse/domestic partner
Business Analysis & Reporting experience: Ability to analyze data, track KPIs, identify trends, and support business reporting needs.
Data Interpretation & Insights experience: Capable of translating data into meaningful insights and presenting findings in a clear, easy-to-understand manner.
Problem Solving & Process Analysis: Strong analytical skills with the ability to identify process gaps, recommend improvements, and support operational efficiency initiatives.
Stakeholder Collaboration Experience working with business partners to gather requirements, participate in discovery sessions, and support project delivery.
Business Acumen Understanding of business objectives and the ability to connect analytical work to desired business outcomes.
Ownership & Teamwork Demonstrates curiosity, accountability, attention to detail, continuous learning, and the ability to work effectively in a team environment.

Responsibilities

Collaborates with key stakeholders to identify key business assumptions and hypotheses around line of business strategy.
Continuously refines hypotheses and identifies business questions to explore further.
Facilitates the integration of the analytic strategy and business strategy.
Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience.
Collaborates with key stakeholders to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience.
Applies analytical rigor to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals.
Leverages advanced data-driven problem-solving techniques to manipulate and interpret business results.
Translates findings into insights for strategy management and execution.
Communicates the significance of strategic insights to senior leaders and other key stakeholders to drive business decisions.
May provide guidance and on-the-job training to team members.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Demonstrated experience in project management.