Why Choose a Fulfilling Career at USAA?
USAA, a well-recognized entity in the financial sector, is committed to the empowerment of its members by equipping them with the necessary financial security. This is achieved through a range of highly competitive products, exceptional service, and trusted advice. In a bid to be the #1 choice for the military community and their families, USAA actively seeks to uphold its core values of honesty, integrity, loyalty, and service. These values guide how we interact with each other and our members.
Joining USAA presents a unique opportunity to be a part of what truly makes us special and impactful, while also offering a fulfilling career and growth opportunities.
The Opportunity at USAA
As a Bank Portfolio Manager Senior at USAA, you will play a critical role in supporting the Bank portfolio and ensuring compliance with applicable policies, procedures, standards, controls, and regulations.
One of the core responsibilities is Bank Portfolio Analytics, where you will perform advanced data analysis to identify key trends and insights within the portfolio. Alongside this, you will develop and deliver tailored presentations to the Bank leadership team, providing clear and concise reports on the portfolio’s health and performance. This role will have a significant impact on influencing data-driven decision-making, and ensuring the integrity, accuracy, and protection of data presented to both Bank Leadership and the Bank Board.
Moreover, the role will require you to support technology investment planning and coordinate with Project/Program Managers on budget inputs and updates. The position offers a flexible work environment that requires you to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA, Charlotte, NC or Tampa, FL.
Please note that relocation assistance is not available for this position.
Key Responsibilities
As a Bank Portfolio Manager Senior, your duties will include:
- Accountability for low to moderately complex company or line of business portfolios.
- Completion of governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards, and Procedures.
- Resolution of systemic cross-work risks / issues and interdependency conflicts for work effort(s) / program deliverables.
- Identification and management of Financial Management risks and recommendations of solutions to address opportunities.
- Development and execution of company planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
- Communication of portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required.
- Review of the health and performance of the portfolio regularly, identifying performance improvement opportunities, and providing updates to leader and stakeholders.
Required Skills and Experience
The suitable candidate for this role should have:
- A Bachelor’s degree OR 4 years of related experience.
- 6 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
- A proficient understanding of project, program, and portfolio management principles.
- Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies.
- At least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.
What Sets You Apart
Exceptional candidates will also demonstrate:
- The ability to effectively communicate with and present to executive leadership.
- A minimum of 2 years of hands-on experience in data analysis, extraction, and reporting.
- A minimum of 2 years of practical experience utilizing data analytics tools such as Microsoft Excel, SQL, and Power Apps. Experience with Snowflake, SAS, and Adobe Analytics is a plus.
- Proficiency in Microsoft PowerPoint for creating and delivering clear, concise, and data-driven presentations.
Compensation and Benefits
USAA is committed to providing a competitive compensation package. The salary range for this position is: $114,080 – $218,030. Actual salary may vary by location.
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.
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.).
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
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