Investment Operations Analyst Lead

USAA

Confirmed live 2 days ago High trust
Hybrid

Quick summary

Work type
Hybrid
Location
San Antonio, TXCharlotte, NC
Salary
$114,080–$218,030 / yr
Posted
8 days ago
Freshness
Confirmed live 2 days ago

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $151k
This role $166k
$102k most similar roles pay here $231k

This role pays more than 64% of similar roles. Most pay $123,437–$177,900 — the shaded band above. At the midpoint, this role pays about $166k versus about $151k for comparable roles.

Based on 240 similar postings.

Employer

About USAA

USAA (United Services Automobile Association) is a San Antonio-based Fortune 500 financial services company founded in 1922, dedicated to providing insurance, banking, and investment solutions exclusively to U.S. military members, veterans, and their families.

USAA currently has 17 open roles on FindRole.

Listed pay typically runs $128,700–$245,980 across 16 roles with salary data.

Most-posted roles

View all roles at USAA

At a glance

TL;DR · Investment Operations Analyst Lead

As an Investment Operations Analyst Lead, you will join the investment management group to manage institutional portfolios and oversee middle office functions. You will research new securities using Bloomberg terminals, collaborate with traders and asset managers, and maintain critical records within order management, accounting, and data warehouse systems. Your daily responsibilities include monitoring post-trade compliance triggers, diagnosing complex system errors, and managing vendor relationships with custodians and software providers. The role requires expertise in security master data for complex instruments like private credit, as well as proficiency in Microsoft Office, relational databases, and investment platforms such as Aladdin or PAM. You will lead cross-functional projects, conduct control testing, and ensure regulatory compliance while overseeing the work of other analysts to resolve trade data issues across various asset managers and formats.

What you'll do

  • Manage and identify emerging risks in business activities related to investment operations.
  • Validate accuracy of security master data corrections across multiple reviewers.
  • Diagnose complex system and data problems, determining root causes and resolving issues.
  • Facilitate discussions with Asset Managers or Custodian Banks on operational matters.
  • Lead identification and correction of trade data problems across different asset managers.
  • Ensure timely execution of trade reconciliations, regulatory reporting, and collateral processing.
  • Assign and direct work of other analysts in the absence of the Director.

What we're looking for

  • Bachelor's degree or 4 years of related experience in lieu of a degree.
  • 8 years of experience in investment operations or middle office functions within the financial services industry.
  • Subject matter expertise in Investment Operations Middle Office functions and Securities laws and regulations.
  • Advanced knowledge and application of Investment Control Frameworks, including control testing and audits.
  • Experience leading cross-functional projects.
  • Advanced proficiency with Microsoft Office tools including Excel, Word, and Outlook.
  • US military experience or status as a military spouse/domestic partner (preferred).
  • Expertise in security master data management, trade lifecycle, and investment platforms like Aladdin or PAM (preferred).

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