Investment Analyst Senior

USAA
San Antonio, Plano
Workplace: HybridFull timeUSD 103,450 - 197,730Function: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Communication","Stakeholder management","Risk awareness","Mentorship","Analytical thinking"]

Provide advanced analytical and operational support for investment management, including research and statistical analysis of portfolios, asset allocation modeling, benchmarking, forecasting, planning, and performance/risk reporting. Manage Second and Third Line of Defense data requests, risk control self-assessments, and key risk/performance indicators, reconciling returns and resolving discrepancies. Create investment portfolio reports and presentations for senior leaders across Portfolio Management, Investment Strategy, Trading, Research, Compliance, Legal, and Operations.

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FursaFursa
USAA
USAA
3 days ago

Investment Analyst Senior

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Last checked: 6 hours agoStatus: Live

Job Summary

Provide advanced analytical and operational support for investment management, including research and statistical analysis of portfolios, asset allocation modeling, benchmarking, forecasting, planning, and performance/risk reporting. Manage Second and Third Line of Defense data requests, risk control self-assessments, and key risk/performance indicators, reconciling returns and resolving discrepancies. Create investment portfolio reports and presentations for senior leaders across Portfolio Management, Investment Strategy, Trading, Research, Compliance, Legal, and Operations.
Location: San Antonio, Plano
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Conduct extensive research and statistical analysis for USAA investment portfolios.
  • •Complete complex ad hoc and recurring analysis, research market trends, and compile data.
  • •Prepare investment portfolio reports and presentations covering performance, risk, and attribution.
  • •Support investment management audits/data requests and manage risk control self-assessments, risk control inventory, and KPI/KRI reporting.
  • •Coordinate meetings and presentations with senior leaders; advise on compliance initiatives and assist with onboarding of new asset managers; serve as a resource on escalated issues.

Pay and Benefits

Salary: USD 103,450 - 197,730
Perks:Health InsuranceDentalVision401kPensionLife InsuranceParental BenefitsPaid LeaveVolunteer HoursAdoption AssistanceWellness Stipend

Key Requirements

  • •Bachelor's degree; or 4 years of relevant education and/or experience.
  • •6 years of experience in financial analysis within the investment industry or related financial services industry.
  • •2 years of performance measurement experience.
  • •Advanced knowledge and application of fixed income, equity and/or alternative asset classes.
  • •Advanced knowledge of Microsoft Excel and experience with analytical toolsets and data gathering/reporting tools.
Experience:Investment industryFinancial servicesFixed incomeEquitiesAlternative assets
Education:Bachelor's
Skills:CommunicationStakeholder managementRisk awarenessMentorshipAnalytical thinking
Tech Stack:Microsoft Excel

Eligibility

Visa:H1BTN
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

USAA
Provides insurance, banking, investment, and financial services to U.S. military members, veterans, and their families. Best known for auto, home, life insurance, and member-focused digital banking products.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: San Antonio, United States
Founded: 1922
WebsiteLinkedIn