USAA - Tampa, FL
posted 4 months ago
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. 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. This role involves partnering with senior team members to collaborate with key stakeholders, ensuring alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. The Portfolio Manager will support broader USAA portfolio management, technology investment planning, and coordinate with Program Managers on budget inputs and updates. The position requires an individual to be in the office 4 days per week, with potential locations including 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. The Portfolio Manager will perform portfolio management activities for straightforward and low-risk CoSA or LOB portfolios, prepare materials for governance routines per the Enterprise Program Management Office (EPMO) Policy, and participate in the administration of team portfolios on an ongoing basis. This includes identifying, handling, and proposing resolutions for systemic cross-work risks and interdependency conflicts, as well as monitoring for stale work efforts and making prioritization recommendations to senior leadership. The role also involves communicating portfolio statuses and changes regularly to more tenured Portfolio Managers, reviewing the health and performance of the portfolio, and identifying performance improvement opportunities. The Portfolio Manager will drive the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology, ensuring risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.