Investment Analyst, Victory Solutions jobs in United States
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Victory Capital · 4 months ago

Investment Analyst, Victory Solutions

Victory Capital is a diversified global asset management firm headquartered in San Antonio, Texas, managing over $60B in assets. They are seeking a Senior Investment Analyst for their Portfolio Management Team to focus on portfolio construction, trading, and investment research, while ensuring compliance and optimizing portfolio performance.

Asset ManagementFinancial ServicesVenture Capital
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

OMS/EMS proficiencyInvestment researchPortfolio managementQuantitative analysisMicrosoft ExcelCFA designationTeam leadershipProblem-solvingCommunication skills

Required

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

Preferred

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

Benefits

Medical, Dental, Vision plans
Flexible PTO
Family Medical and Disability Leaves
Education Tuition Reimbursement
401k plan with a generous employer match

Company

Victory Capital

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Victory Capital is a multi-boutique asset manager with nine investment franchises, each with an independent approach.

H1B Sponsorship

Victory Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2021 (1)

Funding

Current Stage
Public Company
Total Funding
$1.08B
Key Investors
Amundi
2025-09-23Post Ipo Debt· $1.08B
2024-07-09Post Ipo Equity
2018-02-07IPO

Leadership Team

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Denise Taylor
Strategic Operations Partner to CEO
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Michael Policarpo
CFO
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Company data provided by crunchbase