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 Operations Analyst Lead you will be responsible for researching new securities purchased in the institutional portfolios for the Association. Study securities on the Bloomberg terminal and works with USAA Traders, Strategists, Asset Managers and Reporting Analysts and consults other market data sources to further research securities. This role is responsible for creating, defining, and maintaining securities records inthe ordermanagement, accounting and data warehouse systems, as well as, monitoring post-trade compliance triggers. Partners with external organizations such as investment custodians and software vendors to help facilitate the post-trade, pre-accounting operations of USAA's institutional portfolios.
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.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled.
Leverages subject matter expertise to provide guidance and implement process improvements on valuing complex new securities and completing securities transactions data entry (sector, security type, collateral type, issuer, obligor, sponsor, guarantor).
Responsible for diagnosis and investigation of complex system and data problems and determining root cause of errors, which may include integrated systems and data linkage. Partners with Portfolio Strategists, Traders, and Investment Accounting areas to ensure issues are resolved.
Leverages subject matter expertise to facilitate discussions with Asset Managers or Custodian Banks to discuss operational matters, including vendor management, scorecard reviews, and engaging vendors for problem resolution.
Leads Lines of Defense testing efforts by assigning test cases, gathering test evidence, providing guidance to subordinates on more complex issues, and facilitating review with consultants and stakeholders after testing is completed. Provides IT with business requirements and validates enhancements through testing.
Responsible for projects from start to completion, including coordination of project work, resourcing, and testing across the team.
Strong expertise in security master data management, including setup and maintenance of complex instruments (e.g., private credit, structured products).
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: $114,080 - $218,030.
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.
