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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced expertise in investment operations and middle office functions, with a strong focus on securities laws, data management, and compliance. Proven ability to lead cross-functional projects and mentor team members while ensuring adherence to investment control frameworks.
Highest-signal resume keywords
Investment Operations ExpertiseSecurities Laws and RegulationsSecurity Master Data ManagementAdvanced Data AnalysisCross-Functional Project Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Control FrameworksTrade Lifecycle ManagementData AnalysisRelational DatabasesComplex Securities ValuationTrade ReconciliationRegulatory ReportingControl TestingIssue RemediationRisk Management
Soft Skills
MentoringCollaborationProblem SolvingCommunicationLeadership
Tools & Technologies
BloombergAladdinPAMMicrosoft OfficeData Warehouse Systems
Industry Keywords
Investment OperationsMiddle Office FunctionsFinancial ServicesCompliance ViolationsCustodian Management
About the role
Key responsibilities & impact- Research new securities purchased in institutional portfolios using Bloomberg and other market data sources
- Work with traders, strategists, asset managers and reporting analysts to research securities
- Create, define and maintain securities records in order management, accounting and data warehouse systems
- Monitor post-trade compliance triggers
- Facilitate post-trade and pre-accounting operations with investment custodians and software vendors
- Identify, measure, monitor and control risks associated with business activities
- Provide subject matter expertise on valuing complex securities and completing securities transaction data entry
- Validate corrections to security master data errors and review corrections across multiple reviewers and preparers
- Diagnose complex system and data problems, determine root causes and coordinate resolutions
- Lead identification and correction of complex trade data problems across asset managers and formats
- Notify compliance, traders and portfolio managers of compliance violations
- Facilitate operational discussions with asset managers and custodian banks, including vendor management and scorecard reviews
- Address gaps from control testing, audits and QA; assist with issue management
- Peer review corporate actions
- Provide advanced user support and configuration assistance to the investment management group
- Support middle-office user access reviews
- Serve as a subject matter expert in system enhancement efforts and projects
- Lead Lines of Defense testing, assign test cases, gather evidence and facilitate stakeholder reviews
- Provide IT with business requirements and validate enhancements through testing
- Identify compliant process improvements and solutions
- Execute trade reconciliations, regulatory reporting, collateral processing and SMF reviews
- Manage projects from initiation through completion, including coordination, resourcing and testing
- Assign and direct work of other analysts and represent Investment Operations in the Director's absence
Requirements
What you’ll need- Bachelor's degree; OR 4 years of related experience, in addition to the minimum required experience, may be substituted in lieu of degree
- 8 years of experience in investment operations or middle office functions within the financial services industry
- Subject matter expertise and demonstrated application of securities laws and regulations
- Subject matter expertise with Investment Operations Middle Office functions
- Advanced knowledge and application of Investments Control Frameworks, including experience with control testing and audits
- Experience leading cross-functional projects
- Advanced experience with Microsoft Office, including Excel, Word and Outlook
- USAA does not provide visa sponsorship; candidates must not require immigration support now or in the future
- Strong expertise in security master data management, including setup and maintenance of complex instruments such as private credit and structured products
- Advanced understanding of the end-to-end trade lifecycle, including trade capture, settlement and reconciliation
- Proven ability to diagnose and resolve complex data and system issues across integrated platforms and workflows
- Advanced familiarity with investment platforms such as Aladdin and PAM
- 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
- Demonstrated ability to mentor, guide and review junior team members without formal supervisory responsibility
- Proficiency in data analysis and relational databases
Benefits
Comp & perks- Flexible work environment with remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs
- Pay incentives based on overall corporate and individual performance at the discretion of the USAA Board of Directors
- Comprehensive medical, dental and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program
- Paid holidays
- 16 paid volunteer hours
- Wellness programs
- Career path planning
- Continuing education assistance