USAA ir finanšu pakalpojumu uzņēmums, kas galvenokārt apkalpo pašreizējos un bijušos ASV bruņoto spēku dalībniekus un viņu ģimenes. Uzņēmuma piedāvājumā ietilpst banku, apdrošināšanas un ieguldījumu produkti, ko papildina droši digitālie rīki un uz biedriem vērsts serviss. Uzņēmums apvieno komandas, kas strādā finanšu tehnoloģiju, riska pārvaldības, darbības procesu un klientu pieredzes jomā, lai palīdzētu biedriem pārvaldīt savas finanses.
Senior Investment Analyst
Research and analyze USAA investment portfolios, evaluating performance, risk, and attribution. Prepare reports and support compliance, audits, risk controls, and asset manager onboarding.
Apraksts
- Research USAA investment portfolios and conduct statistical analysis.
- Perform complex recurring and ad hoc analyses, track market trends, and compile data.
- Raise concerns and recommend changes to investments.
- Prepare stakeholder reports and reconcile results against fund or strategy objectives.
- Develop reports and presentations on portfolio performance, risk, and attribution.
- Coordinate meetings and presentations with senior leaders and teams across portfolio management, investment strategy, trading, research, compliance, legal, risk, and back-office operations.
- Maintain client relationships and support business development.
- Advise on compliance initiatives, update requirements in USAA technical systems, and maintain compliance templates.
- Track industry developments and trends relevant to portfolio analytics.
- Guide less experienced colleagues through escalated routine issues.
- Coordinate stakeholder efforts to onboard new asset managers.
- Lead colleagues in preparing investment presentations.
- Identify, measure, monitor, and control business risks under applicable risk and compliance policies and procedures.
- Respond to Second and Third Line of Defense data requests, including audit requests.
- Manage Risk Control Self-Assessments, maintain the risk control inventory, and develop and report KRIs and KPIs.
- Reconcile returns by asset manager and asset class, and resolve discrepancies.
- Deliver analyses and reports on time using efficient, automated, and scalable processes.
Prasības
- Hold a bachelor's degree, or have four years of relevant education and/or experience.
- Have six years of financial analysis experience in the investment industry or a related financial services industry.
- Have two years of performance measurement experience.
- Bring advanced knowledge and practical application of fixed income, equity, and/or alternative asset classes.
- Know and apply relevant regulatory and compliance laws and regulations.
- Communicate complex information to analysts, management, and operations teams.
- Have advanced knowledge of and experience using Microsoft Excel.
- Have experience with data gathering and reporting tools.
- Be proficient with analytical toolsets.
- Be able to work without immigration support or visa sponsorship, including H-1B, TN, or STEM OPT Training Plans.
- Be willing to work in the office four days per week.
- Be based in San Antonio or Plano, Texas.
- Note that relocation assistance is unavailable.
Priekšrocības
- Flexible remote or hybrid arrangements may be available to active-duty military spouses under applicable policy and business needs.
- Performance-based pay incentives may depend on corporate and individual results and are at the discretion of the USAA Board of Directors.
- Medical, dental, and vision plans.
- 401(k) plan.
- Pension.
- Life insurance.
- Parental benefits.
- Adoption assistance.
- Paid time off program.
- Paid holidays.
- 16 hours of paid volunteer time.
- Wellness programs.
- Career path planning.
- Continuing education assistance.