Join USAA as an Investment Portfolio Specialist and play a vital role in supporting the Portfolio Management team. You will help ensure compliance, collaborate on strategic objectives, and manage Bank portfolios in a flexible work environment, with opportunities for professional growth.
Key Responsibilities
Perform portfolio management activities for straightforward and low-risk Bank portfolios
Prepare materials for governance routines
Participate in administration of team portfolios
Identify and propose resolutions for systemic risks and issues
Analyze financial management risks and opportunities
Monitor stale work efforts and take action for resolution
Develop and execute Bank planning
Communicate portfolio statuses to senior Portfolio Managers
Review portfolio health and performance
Monitor portfolio success using recognized methodologies
Drive adoption of changes in compliance with change management methodology
Ensure risks are identified, measured, and controlled
Required Qualifications
Bachelor’s degree or 4 years of related experience
4 years of progressive project, program, or portfolio management experience
Moderate understanding of project, program, and portfolio management principles
Experience in delivering work using Waterfall or Agile methodologies
Proficient in USAA’s change management methodology or similar
Preferred Qualifications
Agile Certification
Direct experience with data governance, delivery, data analytics or similar processes
Proficiency in Cost-Benefit Analysis
Understanding of financial planning cycles
Ability to perform complex data analysis independently
Proficient in visual storytelling tools
Effective communication and collaboration skills
Benefits & Perks
Comprehensive medical, dental, and vision plans401(k) and pensionLife insuranceParental benefits and adoption assistancePaid time off program with paid holidays and 16 paid volunteer hoursVarious wellness programsCareer path planning and continuing education assistance