Investment Analyst (Mid-Level)

USAA•San Antonio, NC

2d•Hybrid

About The Position

USAA is hiring a mid-level Investment Analyst to provide analytical and operational support across the investment management process. The role conducts portfolio research and statistical analysis, including asset allocation modeling and benchmarking, to support enterprise investment portfolios and forecasting, planning, and reporting. It also supports Second and Third Line of Defense requests, such as audits, Risk Control Self-Assessments (RCSAs), risk and control inventories, control testing, and key risk and performance indicator reporting. The position ensures investment analysis and reporting are accurate, timely, and aligned with stakeholder needs. The work environment is flexible, but the employee is required to work in the office four days per week. The position 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.
Four years of experience in financial analysis within the investment industry or a related financial services industry.
Knowledge of fixed income, equity, and/or alternative asset classes.
Knowledge of applicable regulatory and compliance laws and regulations.
Proficient knowledge of financial asset classes and investment management or investment operations processes.
Proficient knowledge and use of Microsoft products.

Nice To Haves

US military experience gained through military service or as a military spouse or domestic partner.
Familiarity with investment platforms such as Aladdin, PAM, or Bloomberg.
Hands-on experience partnering with custodians, vendors, and external service providers, including issue resolution and performance oversight.
Proficiency in data analysis using relational databases to streamline processes and drive operational efficiency.

Responsibilities

Conduct research and statistical analysis of USAA investment portfolios.
Complete recurring and ad hoc analysis, research market trends, and compile data.
Discuss concerns and recommend possible investment modifications.
Prepare reports and presentations on portfolio performance, risk, and attribution.
Prepare ad hoc reports for internal or external stakeholders and reconcile results in alignment with fund or strategy objectives.
Participate in compliance initiatives by updating requirements on USAA technical systems and managing compliance templates to align with policy and regulatory constraints.
Develop understanding of fixed income, alternatives, and equity asset classes and share knowledge with operations teams.
Stay informed about industry initiatives and trends that may affect portfolio analytics.
Assist team members with onboarding new asset managers and coordinate efforts with stakeholders.
Collect data and support the preparation of investment presentations.
Ensure risks associated with business activities are identified, measured, monitored, and controlled according to risk and compliance policies and procedures.
Support Second and Third Line of Defense requests, including audits, RCSAs, risk and control inventories, control testing, and key risk and performance indicator reporting.