Investment Analyst, Victory Solutions

Default Brand; San Antonio (TX); On-site; USD 76,500 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Education Tuition Reimbursement

401k plan with generous employer match

Job summary

A diversified global asset management firm is looking for a Senior Investment Analyst to join their Portfolio Management Team in San Antonio, Texas. This role will focus on portfolio construction and trading, requiring expertise in trade execution and a strong understanding of market dynamics. The ideal candidate should have at least 3 years of investment experience, proficiency in portfolio management systems, and a quantitative orientation. The position offers a competitive salary and a robust benefits package.

Qualifications

• Demonstrated track record of thought leadership and strong performance results.
• Comprehensive understanding of index provider methodologies.

Responsibilities

• Lead management of portfolios ensuring alignment with strategy investment objectives.
• Design and execute trading, tax management tactics, and corporate action decisions across all Victory platforms.
• Uphold portfolio standards by mitigating risks and staying updated on regulatory standards.
• Independently execute global equity trades utilizing OMS/EMS systems.
• Lead ETF rebalances and reconstitutions, analyzing tax implications and market impact.

Skills

Experience executing trades for rules or model-based investing

Proficiency with OMS/EMS

Strong understanding of securities including equities, futures, and options

Quantitative orientation; comfortable manipulating, scaling, and analyzing large datasets

Self-starter and problem-solver with experience leading a team in a fast-paced environment

Education

CFA charter holder or working towards CFA designation

3+ years of proven investment-related experience

Tools

Microsoft Excel

Charles River

FactSet

Bloomberg

Job description

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

Victory Solutions manages over $60B in assets across multi-asset, multi-manager, active quantitative and rules-based strategies. The firm's ETF business, VictoryShares, sits within Victory Solutions as well.

Join us as a Senior Investment Analyst at Victory Solutions. In this role, you'll be an integral part of our Portfolio Management Team focusing on portfolio construction and implementation. This team oversees daily portfolio management and investment operations for Victory’s rules-based and index solutions, in addition to active equity strategies. As a Senior Investment Analyst, you will assist in multiple aspects of investment research, data collection, portfolio trading and communications across the platform. You will take on a broad range of assignments and grow with a dynamic and expanding organization.

You will report to the Portfolio Manager, Head of Portfolio Implementation.

You Will:

• Lead management of portfolios ensuring alignment with strategy investment objectives, adhering to compliance regulations.
• Design and execute trading, tax management tactics, and take the helm for corporate action decisions across all Victory platforms.
• Uphold portfolio standards by mitigating risks and staying updated on regulatory standards for assigned portfolios.
• Independently execute global equity trades utilizing OMS/EMS systems.
• Lead ETF rebalances and reconstitutions, analyzing various factors such as tax implications and market impact.
• Act as the bridge between Victory Solutions and key stakeholders like brokers and custodians.
• Collaborate with the Head of Capital Markets on a multitude of ETF activities including product launches and broker relations.
• Harness quantitative methods and market insights for portfolio optimizations.
• Decipher portfolio performance, pinpointing risk areas in comparison to benchmarks.
• Advocate for and implement process improvements where necessary.
• Foster a constructive team atmosphere, setting the tone through personal leadership.

You Have:

• Experience executing trades for rules or model-based investing
• Proficiency with OMS/EMS.
• Comprehensive understanding of index provider methodologies.
• Strong understanding of securities including equities, futures, and options.
• Experience of Microsoft Excel (i.e., can perform complex functions).
• Self-starter and problem-solver with experience leading a team in a fast-paced environment.
• Quantitative orientation; comfortable manipulating, scaling, and analyzing large datasets.
• Demonstrated track record of thought leadership and strong performance results.

And Any of The Following:

• 3+ years of proven investment-related experience
• Working proficiency of Charles River, FactSet or Bloomberg.
• A CFA charter holder or working towards the CFA designation.

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $76,500 - $ 90,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.