Investment specialist Jobs in Scottsdale, AZ

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a dedicated Portfolio Manager-Mid Level , you will provide support to Portfolio Management team members with Bank portfolios and ensure compliance with applicable policies, procedures, standards, controls, and regulations. Partner with senior team members in collaborating with key collaborators to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Support broader USAA portfolio management, supports technology investment planning, and coordinate with Program Managers on budget inputs and updates.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations : San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.

What you'll do :

Performs portfolio management activities for straightforward and low risk , Bank portfolios.

Prepares materials for governance routines per the Association Program Management Office (EPMO) Policy, Standards and Procedures.

Participates in the administration of team portfolios on an ongoing basis, to resolve issues and disseminate information to team members.

Identifies , leads, and proposes resolution of systemic cross-work risks / issues and interdependency conflicts.

Through analytics, Financial Management risks and opportunities are identified , researched, solution-ed and brought up to the local Portfolio Management Office (PMO) or leadership team as needed.

Monitors for stale work efforts in scope for the respective portfolio and actions for resolution.

Participates in the development and execution of Bank planning in partnership with Association Coordinated Planning (EIP) and their respective PMO.

Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.

Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers.

Reviews health and performance of portfolio regularly and identifies performance improvement opportunities providing updates to leaders and partners.

Monitors portfolio success via recognized methodologies to detail outcomes, key results, etc.

Drives the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology .

Ensures risks associated with business activities are optimally identified , measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

What you have :

Bachelor’s degree : OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree.

4 years of progressive project, program, or portfolio management experience.

Moderate understanding of project, program, and portfolio management principles.

Moderate experience in delivering work efforts working with Waterfall or Agile methodologies.

Proficient experience in USAA’s change management methodology or similar industry change management methodology .

What sets you apart :

Agile Certification.

Direct experience with data governance, delivery, data analytics or similar data processes

A project list providing the following information : project summary, role, and project timeframe .

Governance & Risk : Awareness of governance routines and change management risk routines.

Cost-Benefit Analysis (CBA) : Proficiency in assessing business case scope and documenting CBAs; experience measuring CBA-defined outcomes.

Financial Planning & Forecasting : Understanding of monthly and yearly financial planning cycles.

Data Analysis : Ability to perform complex data analysis independently. Advanced Excel skills (formulas, tables, pivot tables).

Proficient in visual storytelling (Tableau, PowerPoint, Visio).

Communication & Collaboration : Effective communicator capable of influencing and building partnerships across peer teams and senior leadership.

Compensation range : The salary range for this position is : $93,770 - $179,240 .

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation : USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits : At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without rega