Investment Analyst Lead
About The Position
The Investment Analyst Lead provides analytical and operational expertise in support of USAA’s investment management process. The role leads investment research, portfolio analysis, asset allocation modeling, and benchmarking for enterprise investment portfolios; oversees investment forecasting, planning, and reporting; and prepares and presents investment insights to management and key committees. The position also supports investment risk and control activities, including Second and Third Line of Defense data requests, audits, Risk and Control Self-Assessments (RCSA), risk control inventory, and Key Risk Indicator (KRI) reporting and development. The analyst ensures reporting and analytical processes are timely, scalable, and automated while maintaining compliance with applicable regulatory requirements and internal policies. This position requires working in the office four days per week and can be based in San Antonio, Texas, or Charlotte, North Carolina. Relocation assistance is not available.
Requirements
- Bachelor's degree, or four years of relevant education and/or experience.
- Eight years of experience in financial analysis within the investment industry or a related financial services industry.
- Expert knowledge and application of fixed income, equity, and/or alternative asset classes.
- Strong knowledge and application of applicable regulatory and compliance laws and regulations.
- Expert knowledge of investment management, including fixed income, equity, and alternatives.
- Expert knowledge and use of Microsoft Excel and PowerPoint.
- Advanced experience with data-gathering and reporting tools.
Nice To Haves
- US military experience gained through military service or as a military spouse or domestic partner.
- Experience leading or substantially contributing to cross-functional initiatives, including system enhancements, process redesign, or regulatory projects.
- Background in investment control frameworks, including audit support, control testing, issue remediation, and risk management practices.
- Hands-on experience partnering with custodians, vendors, and external service providers, including issue resolution and performance oversight.
Responsibilities
- Conduct extensive research and statistical analysis of USAA investment portfolios.
- Prepare reports and presentations on portfolio performance, risk, and attribution.
- Prepare or direct ad hoc analysis and reporting for internal or external stakeholders, and reconcile results in line with fund or strategy objectives.
- Present to and meet regularly with senior business leaders and staff in Compliance, Legal, Risk, and back-office Operations.
- Take individual accountability for business results.
- Advise on USAA technical systems to support compliance with new requirements.
- Construct and maintain compliance templates to ensure portfolio holdings comply with policy and regulatory constraints.
- Monitor systems for investment pricing and valuation problems and overall data integrity.
- Drive cost, technology, and process efficiencies using available tools and third-party sourcing options.
- Stay informed about industry initiatives and trends that may affect portfolio analytics.
- Lead and motivate cross-functional team members in developing and implementing investment management process initiatives.
- Make final project-related decisions and prepare responses to due diligence information requests and special projects as needed.
- Provide guidance and on-the-job training to less experienced coworkers.
- Serve as a resource to team members on complex escalated issues.
- Ensure business risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- Support investment forecasting, planning, reporting, and presentations of investment insights to management and key committees.
- Support risk and control activities, including audits, Second and Third Line of Defense data requests, RCSAs, risk control inventory, and KRI reporting and development.
- Maintain timely, scalable, and automated reporting and analytical processes while meeting regulatory and internal policy requirements.
Benefits
- Comprehensive medical, dental, and vision plans.
- 401(k) and pension.
- Life insurance.
- Parental benefits.
- Adoption assistance.
- Paid time off, including paid holidays and 16 paid volunteer hours.
- Wellness programs.
- Career path planning and continuing education.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
