Investment Analyst providing analytical and operational support to investment management at USAA. Conducting research and statistical analysis on investment portfolios for asset allocations.
Responsibilities
Provides analytical and operational support to the investment management process.
Conducts research and statistical analysis of investment portfolios.
Models asset allocations and benchmarking to support investment portfolios.
Supports enterprise forecasting, planning, and reporting through research and statistical analysis.
Provides support for Second Line of Defense (SLOD) and Third Line of Defense (TLOD) data requests related to investment management.
Supports Risk Control Self Assessments (RCSA) and Risk control inventory.
Ensures all analysis and reports meet stakeholder needs on time.
Requirements
Bachelor’s Degree; OR 4 years of related experience may be substituted in lieu of degree.
4 years of experience in financial analysis within the investment industry or related financial services industry.
Knowledge of fixed income, equity and/or alternative asset classes.
Knowledge of applicable regulatory and compliance laws and regulations.
Proficient knowledge of financial asset classes and investment management or investment operations processes.
Proficient knowledge and use of Microsoft Excel.
Proficiency knowledge and use of NT Passport.
Proficiency knowledge and use of Microsoft Office software.
Proficiency in use and application of statistical software.
Familiarity with investment analytic software (Bloomberg and Blackrock Aladdin).
Benefits
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
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