Capital Markets Analyst Senior

Reposted Yesterday
Be an Early Applicant
San Antonio, TX, USA
In-Office
94K-179K Annually
Senior level
Insurance
The Role
Lead and manage USAA's bank and rating agency relationships, owning credit facility execution, negotiations, documentation, covenant monitoring, risk evaluation, and stakeholder communications. Mentor team members and influence capital markets strategy across internal and external partners.
Summary Generated by Built In

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Capital Markets Analyst Senior, you will perform strategic and complex work assignments and resolve problems to optimize external banking and rating agency relationships that support USAA’s capital and liquidity. You will also serve as a mentor to peers and team members.

In this role, you will manage internal and external stakeholder expectations related to the development, management, and growth of relationships with third-party banks. You will be responsible for USAA’s committed credit facility and bank relationship management, including end-to-end ownership of successful execution.

This is a high-visibility role with opportunities to influence strategy at the highest levels of leadership.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is not available for this position.

What you'll do:

  • As a primary point of contact, manages all aspects of credit facility and bank relationship management or rating agency relationship management.

  • Demonstrates expertise to be primary point of contact for any internal and external relationship, strategy and communication.

  • Leads entire capital markets process for external third-party bank relationships including offering documents, underwriting decisions, managing approvals, relations with internal and external stakeholders, and due diligence responses.

  • Negotiates price, terms and conditions of USAA’s credit facility and oversees documentation and entire amend and extend process, including but not limited to administration of strategic business meetings and partnership, direct work with impacted stakeholders such as, legal, accounting, procurement, and senior leadership, both internal and external.

  • Directs work efforts to maintain, inventory, and service debt covenants and restrictions and produce reports.

  • Leads potential risk evaluation process.

  • Ensure 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 relevant education and/or experience.

  • 6 years of finance, treasury, capital management, capital markets experience or CFA and 4 years of finance, treasury, capital management or capital markets experience.

  • Ability to effectively work with both internal and external partners.

  • Proven communication skills required of relationship management with internal and external contacts.

  • Advanced knowledge and use of Microsoft Office applications.

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner.

  • Ability to cultivate executive-level relationships that influence strategic direction, accelerate decision-making, and support enterprise-wide initiatives.

  • Ability to serve as liaison to build consensus among diverse stakeholder groups by leveraging strong communication, negotiation, and influence skills.

  • Champion a collaborative culture by connecting cross-functional teams, removing barriers, and fostering long-term partnerships across the enterprise.

  • Advanced organizational skills with demonstrated accountability.

Compensation range: The salary range for this position is: $93,770 - $179,240.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

 

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, 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, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Skills Required

  • Bachelor's degree OR 4 years of relevant education and/or experience
  • 6 years of finance, treasury, capital management or capital markets experience OR CFA plus 4 years of relevant experience
  • Ability to effectively work with internal and external partners
  • Proven communication and relationship management skills with internal and external contacts
  • Advanced knowledge and use of Microsoft Office applications (Excel, PowerPoint, Word)
  • In-office 4 days per week in San Antonio, TX
  • Must be authorized to work in the U.S. without visa sponsorship
  • US military experience through service or military spouse/domestic partner
  • Ability to cultivate executive-level relationships and influence strategic direction
  • Ability to serve as liaison to build consensus among diverse stakeholder groups
  • Advanced organizational skills with demonstrated accountability

USAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about USAA and has not been reviewed or approved by USAA.

  • Retirement Support Robust retirement programs include a rich 401(k) employer match alongside a company-funded pension, reinforcing long-term financial security. These elements are often singled out as standout features of the total rewards package.
  • Healthcare Strength Comprehensive medical, dental, vision, behavioral health, and telehealth coverage is paired with wellness incentives and onsite or reimbursed fitness resources. These offerings are perceived as meaningfully enhancing overall compensation value.
  • Parental & Family Support Fully paid parental leave, adoption assistance, and childcare reimbursement reflect substantial support for families. These benefits are widely regarded as valuable contributors to the employment proposition.

USAA Insights

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The Company
HQ: San Antonio, TX
35,000 Employees

What We Do

At USAA, our mission is more than just words – it’s the reason we do what we do. Our goal is to be the military community’s provider of choice for insurance, banking, financial products and advice. Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support. And we’re proud to continue helping them achieve better financial futures. It’s that kind of dedication that’s helped us grow to more than 35,000 employees. Share our passion for serving those who serve? Whether you’re connected to the military or not, we’re always looking for talented individuals to join our team.

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