Investment Analyst Lead

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 Lead, you will provide analytical and operational expertise to support USAA’s investment management process. You will lead investment research, portfolio analysis, asset allocation modeling, and benchmarking to support the enterprise investment portfolios. You will also oversee investment forecasting, planning, and reporting, and prepare and present investment insights to management and key committees.

In addition, you will support 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. You will ensure reporting and analytical processes are timely, scalable, and automated while maintaining compliance with applicable regulatory requirements and internal policies.

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 Charlotte, NC. Relocation assistance is not available for this position.

What you'll do:

- Applies expert knowledge to conduct extensive research and statistical analysis of USAA investment portfolios.
- Prepares reports and presentations including portfolio performance, risk, and attribution.
- Directs/prepares other ad hoc analysis and reporting as required by internal or external stakeholders and reconciles results consistent with fund/or strategy objectives.
- Presents and meets regularly with Senior business Leaders and all levels of staff within Compliance, Legal, Risk and/or back-office Operations.
- Individually accountable for business results.
- Advises on USAA technical systems for compliance on new requirements.
- Applies expert knowledge to construct and maintain compliance templates to ensure portfolio holdings are in line with policy and regulatory constraints.
- Monitors systems for problems related to investment pricing and valuation and overall data integrity.
- Drive efficiencies in cost, technology and process by leveraging available tools and third-party sourcing options.
- Stays informed of industry initiatives and trends that may impact portfolio analytics.
- Leads and motivates cross-functional team members in the development and implementation of key investment management process initiatives.
- Makes final project-related decisions. Prepares responses to due diligence requests for information and special projects on an as needed basis.
- Provides guidance and /or on the job training to less experienced coworkers.
- Serves as a resource to team members on escalated issues of a complex nature.
- Ensures 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.
- 8 years of experience in financial analysis within the investment industry or 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.
- Acquires and applies expert knowledge of investment management including fixed income, equity, and alternatives.
- Expert knowledge and use of Microsoft tools including Excel and PowerPoint.
- Advanced experience with tools for data gathering and reporting.

What sets you apart:

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

- Experience leading or heavily contributing to cross-functional initiatives, including system enhancements, process redesign, or regulatory projects.

- Solid background in investment control frameworks, including audit support, control testing, issue remediation, and risk management practice.

- Hands-on experience partnering with custodians, vendors, and external service providers, including issue resolution and performance oversight.

Compensation range: The salary range for this position is: $127,310 - $243,340 .

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.