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Senior Investment Analyst

Victory Capitel
San Antonio, TX Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/26/2025

Senior Investment Analyst

Victory Capital | San Antonio, TX

About Victory Capital :

Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.

Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Platform, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, and a 529 Education Savings Plan and brokerage services.

Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, 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 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 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 :

  • Conduct daily trade decisions across all Victory Solutions strategies and VictoryShares ETFs.
  • Implement trades in response to create, redeem, rebalance, and corporate action activity for all VictoryShares ETFs and active / passive Victory Solutions strategies to include mutual funds, model delivery and separately managed accounts.
  • Lead data related projects including portfolio attributions, custom analysis to respond to client inquiries, provide proactive product support in a time sensitive environment and other ad-hoc product requests
  • Conduct investment analysis on various investment portfolios including competitor analysis, asset class characteristics, portfolio construction and positioning to support the needs of the portfolio manager or portfolio strategist
  • Provide support on RFPs as well as written commentaries on multiple investment products
  • Assist portfolio managers by providing timely investment insights including risk reporting, quantitative investment signal updates, and broad macro-economic research
  • Build strong relationships with key stakeholders and influencers across the organization

You Have :

  • Strong understanding of securities including equities, fixed income, futures, and options.
  • Experience of Microsoft Excel (i.e., can perform complex functions).
  • Demonstrated you are a self-starter and problem-solver who is comfortable dealing in fast paced environments.
  • Quantitative orientation; comfort with manipulating, scaling, and analyzing large datasets.
  • Ability to articulate new ideas and influence others to gain support.
  • Demonstrated track record of thought leadership and driving strong performance results.
  • And Any of The Following :

  • 3 years of proven investment-related experience
  • Working proficiency of Charles River, FactSet, Bloomberg or Morningstar Direct.
  • Rules or model-based investing, indexing, or ETF experience.
  • A CFA charter holder or working towards the CFA designation.
  • Our Benefits :

    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 $100,000 - $125,000.

    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.

    Salary : $100,000 - $125,000

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