About Victory Capital:
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines 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 12 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, 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 an 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 an 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:
- Manage 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.
- Execute global equity trades utilizing OMS/EMS systems.
- Oversee 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.
- Communicate intricate investment subjects to diverse audiences.
- Advocate for process improvements where necessary.
- Foster a constructive team atmosphere, setting the tone through personal leadership.
You Have:
- Strong understanding of securities including equities, futures, and options.
- Experience of Microsoft Excel (i.e., can perform complex functions).
- Self-starter and problem-solver who is comfortable dealing in fast paced environments.
- Quantitative orientation; comfortable 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:
- 2+ years of proven investment related experience
- Working proficiency of Charles River, FactSet or Bloomberg.
- 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 $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.
