Verified Job
Accounting - Finance
Portfolio Manager Banking midlevel position Colorado Springs CO USA
Accounting - Finance
#405079
Remote / WFH
Job Description
Portfolio Manager - Banking (mid-level position)
Why USAA? Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity
We are looking for a mid-level Portfolio Manager who will provide support to Portfolio Management team members with CoSA or LOB portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. Partners with senior team members in collaborating with key stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Supports broader USAA portfolio management, supports technology investment planning, and coordinates 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, CoSA or LOB portfolios.
• Prepares materials for governance routines per the Enterprise 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 stakeholders.
• Identifies, handles, and proposes resolution of systemic cross-work risks / issues and interdependency conflicts.
• Through analytics, Financial Management risks and opportunities are identified, researched, solution provided and escalated 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 CoSA planning in partnership with Enterprise Integrated 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 stakeholders.
• Monitors portfolio success via recognized methodologies to document 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 effectively identified, measured, monitored, 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:
• 2+ years financial service or similar highly regulated industry experience.
• 2+ years of Deposit (Checking, Savings, CDs product) experience in financial/business analysis, accounting, and portfolio optimization practices.
• 2+ years SAFe Agile working experience.
• Possesses at least one of the following certifications: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP)
• Experience facilitating lean portfolio ceremonies or planning sessions.
• Demonstrated ability to clearly articulate complex issues, risks, and proposed solutions to various level of management, including Executives.
• Experience working with cross functional business and IT partners to lead strategic project and roadmap initiatives.
• US military experience through military service or a military spouse/domestic partner
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.
What we offer:
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. The salary range for this position is: $8+,++0 - $172,000.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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, please 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, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity
We are looking for a mid-level Portfolio Manager who will provide support to Portfolio Management team members with CoSA or LOB portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. Partners with senior team members in collaborating with key stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Supports broader USAA portfolio management, supports technology investment planning, and coordinates 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, CoSA or LOB portfolios.
• Prepares materials for governance routines per the Enterprise 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 stakeholders.
• Identifies, handles, and proposes resolution of systemic cross-work risks / issues and interdependency conflicts.
• Through analytics, Financial Management risks and opportunities are identified, researched, solution provided and escalated 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 CoSA planning in partnership with Enterprise Integrated 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 stakeholders.
• Monitors portfolio success via recognized methodologies to document 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 effectively identified, measured, monitored, 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:
• 2+ years financial service or similar highly regulated industry experience.
• 2+ years of Deposit (Checking, Savings, CDs product) experience in financial/business analysis, accounting, and portfolio optimization practices.
• 2+ years SAFe Agile working experience.
• Possesses at least one of the following certifications: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP)
• Experience facilitating lean portfolio ceremonies or planning sessions.
• Demonstrated ability to clearly articulate complex issues, risks, and proposed solutions to various level of management, including Executives.
• Experience working with cross functional business and IT partners to lead strategic project and roadmap initiatives.
• US military experience through military service or a military spouse/domestic partner
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.
What we offer:
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. The salary range for this position is: $8+,++0 - $172,000.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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, please 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, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
