Investment Analyst Lead
About The Position
The Investment Analyst Lead provides analytical and operational expertise supporting USAA’s investment management process. The role leads investment research, portfolio analysis, asset allocation modeling, and benchmarking for enterprise investment portfolios; oversees investment forecasting, planning, and reporting; and prepares and presents investment insights to management and key committees. It also supports investment risk and control activities, including audit and data requests, Risk and Control Self-Assessments, risk control inventory, and Key Risk Indicator reporting and development. The role ensures analytical and reporting processes are timely, scalable, automated, and compliant with regulatory requirements and internal policies. This position requires working in the office four days per week and may be based in San Antonio, Texas, or Charlotte, North Carolina. Relocation assistance is not available. USAA does not provide visa sponsorship for this role.
Requirements
- Bachelor’s degree, or four years of relevant education and/or experience.
- Eight years of experience in financial analysis within the investment industry or a related financial services industry.
- Expert knowledge and application of fixed income, equity, and/or alternative asset classes.
- Strong knowledge and application of applicable regulatory and compliance laws and regulations.
- Expert knowledge of investment management, including fixed income, equity, and alternatives.
- Expert knowledge and use of Microsoft tools, including Excel and PowerPoint.
- Advanced experience with tools for data gathering and reporting.
Nice To Haves
- US military experience gained through military service or as a military spouse or domestic partner.
- Experience leading or significantly contributing to cross-functional initiatives, including system enhancements, process redesign, or regulatory projects.
- Background in investment control frameworks, including audit support, control testing, issue remediation, and risk management practices.
- Hands-on experience partnering with custodians, vendors, and external service providers, including issue resolution and performance oversight.
Responsibilities
- Conduct extensive research and statistical analysis of USAA investment portfolios.
- Prepare reports and presentations covering portfolio performance, risk, and attribution.
- Prepare or direct ad hoc analyses and reporting for internal and external stakeholders, and reconcile results in line with fund or strategy objectives.
- Meet and present regularly with senior business leaders and staff in Compliance, Legal, Risk, and back-office Operations.
- Advise on USAA technical systems to address new compliance requirements.
- Construct and maintain compliance templates to ensure portfolio holdings meet policy and regulatory constraints.
- Monitor systems for investment pricing, valuation, and data-integrity issues.
- Drive efficiencies in cost, technology, and processes using available tools and third-party sourcing options.
- Monitor industry initiatives and trends that may affect portfolio analytics.
- Lead and motivate cross-functional team members developing and implementing investment management process initiatives, and make final project-related decisions.
- Prepare responses to due diligence information requests and special projects as needed.
- Provide guidance and on-the-job training to less experienced coworkers, and serve as a resource on complex escalated issues.
- Identify, measure, monitor, and control risks associated with business activities in accordance with risk and compliance policies and procedures.
- Support investment risk and control activities, including Second and Third Line of Defense data requests, audits, RCSAs, risk control inventory, and KRI reporting and development.
Benefits
- Comprehensive medical, dental, and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off
- Paid holidays
- 16 paid volunteer hours
- Wellness programs
- Career path planning
- Continuing education assistance
- Employees may be eligible for pay incentives based on corporate and individual performance and at the discretion of the USAA Board of Directors.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
