As a dedicated Investment Operations Analyst Lead at USAA, you will join the investment operations team to manage risks and ensure compliance in institutional portfolios by researching new securities on Bloomberg and collaborating with traders, strategists, and asset managers. Your daily tasks include creating and maintaining securities records in various systems, validating data accuracy, diagnosing complex system issues, and partnering with external organizations for post-trade operations. You will leverage your expertise to facilitate discussions with custodian banks and vendors, lead cross-functional projects, and provide advanced user support within investment management systems. This role requires a Bachelor's degree or equivalent experience, 8 years in financial services, and proficiency in Microsoft Office tools, along with strong knowledge of securities laws and investment platforms like Aladdin.
Skills
Excel
Word
Outlook
Aladdin
PAM
SQL
Python
Bloomberg Terminal
Kubernetes
AWS
CI/CD
Git
JIRA
Confluence
PostgreSQL
Mariadb
Prometheus
Grafana
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
8 years of experience in investment operations or middle office functions within financial services.
Demonstrated expertise in securities laws and regulations, including compliance with regulatory requirements.
Advanced knowledge of investment platforms like Aladdin and PAM.
Proven ability to diagnose and resolve complex data and system issues across integrated platforms.
Experience leading cross-functional projects and initiatives, including process redesign and system enhancements.
Strong background in investment control frameworks, including audit support and risk management practice.
Proficiency in Microsoft Office tools (Excel, Word, Outlook) for advanced user support and configuration assistance.
Market check
Salary context
This
$114,080–$218,030
range sits above
61%
of similar postings on FindRole.
Peer median band
$125,760–$180,000
Median floor and ceiling across peers.
Typical midpoint (25–75%)
$121,417–$191,398
Middle half of comparable postings.
Based on 238 comparable postings.*
* 240 is the maximum number of comparable postings sampled.
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
7 open roles
on FindRole.
Listed pay typically runs
$127,310–$243,340
across 5 roles with salary data.
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