Portfolio Manager-Mid-Level Job at USAA, Phoenix, AZ

NUY2OHBkNVJTZlBoOWJhTUI1NERNbEw3
  • USAA
  • Phoenix, AZ

Job Description

**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 regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection ( here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Job Tags

Holiday work, Local area, Relocation package, H1b, Flexible hours,

Similar Jobs

Maxion Corp

Entry-Level Data Entry Specialist Remote Job at Maxion Corp

 ...Join Our Team as a Work-From-Home Data Entry Research Panelist! Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds whether youve been an administrative assistant... 

Southern Glazer's Wine & Spirits

Depot Manager Job at Southern Glazer's Wine & Spirits

 ...Depot Manager What You Need To Know: Open your future to incredible career potential. Work for an industry-leader who invests...  ...equivalent education and related experience. ~ Proficient in Microsoft Office Suite. ~ Strong organization, multi-tasking, and time... 

OpenSea

Software Engineer Job at OpenSea

 ...run small experiments, iterate quickly, be proven wrong, and update our beliefs on new evidence. An inside view in the evolving blockchain industry and connections to the SF crypto startup ecosystem. Requirements: ~2+ years experience with full-stack web... 

SAIC

Java Developer Junior Job at SAIC

 ...% of the Time Minimum Clearance Required: None Clearance Level Must Be Able to Obtain: Public Trust Potential for Remote Work...  ...a motivated, career and customer-oriented Java/JEE Developer (Entry Level) to join our team to begin an exciting and challenging... 

Liberty Personnel Services, Inc.

Wastewater Plant Operator Job at Liberty Personnel Services, Inc.

 ...Job Details: Wastewater Plant Operator Elite systems integrator seeks Water Treatment Operators to perform field activities: Monitor gauges, measure pump, vacuum, instrument and service air pressure, hydraulics Monitor suction and discharge elevation Monitor...