Investment Analyst (Mid-Level)
About The Position
As a dedicated Investment Analyst (Mid-Level), you will provide analytical and operational support across the investment management process. You will conduct portfolio research and statistical analysis, including asset allocation modeling and benchmarking, to support enterprise investment portfolios and forecasting, planning, and reporting activities. You will also support Second and Third Line of Defense requests, including audits, Risk Control Self-Assessments (RCSAs), risk and control inventories, control testing, and key risk and performance indicator reporting. This role ensures investment analysis and reporting are accurate, timely, and aligned with stakeholder needs. The role 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.
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 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/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 ad hoc and recurring 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 reporting for internal or external stakeholders and reconcile results 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 of 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.
- Effectively identify, measure, monitor, and control risks associated with business activities in accordance with risk and compliance policies and procedures.
- Support forecasting, planning, and reporting activities for enterprise investment portfolios.
- Support Second and Third Line of Defense requests, including audits, RCSAs, risk and control inventories, control testing, and key risk and performance indicator reporting.
Benefits
- Comprehensive medical, dental, and vision plans.
- 401(k) and pension.
- Life insurance.
- Parental benefits.
- Adoption assistance.
- Paid time off, including paid holidays and 16 paid volunteer hours.
- Wellness programs.
- Career path planning and continuing education.
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
Mid Level
