Portfolio Strategist (Mid-Level)
About The Position
USAA is hiring a mid-level Portfolio Strategist to assemble and analyze financial data, conduct statistical studies and industry research, and support the development and implementation of investment strategies and asset allocation. The role monitors market trends, forecasts changes, and helps execute strategies that meet USAA’s investment objectives while ensuring compliance with applicable regulatory requirements. The position analyzes institutional portfolio performance and structure, supports portfolio strategy implementation, monitors financial markets and economic trends, and provides investment recommendations for treasury, asset/liability management, and capital management functions. It also handles complex work and escalated issues, prepares presentations for senior leaders and cross-functional partners, and helps ensure risks are identified, measured, monitored, and controlled. The work environment is flexible but requires in-office work four days per week. The role may be based in San Antonio, Texas; Plano, Texas; or Charlotte, North Carolina. Relocation assistance is not available.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a quantitative field, or four years of relevant education and/or experience.
- At least two years of financial investment experience within a financial services organization.
- Proficient knowledge of the function or discipline and demonstrated application of knowledge, skills, and abilities toward work products.
- Proficient business acumen in business operations, industry practices, and emerging trends.
- Proficient knowledge and use of Microsoft Office applications.
Nice To Haves
- US military experience gained through military service or as a military spouse/domestic partner.
- Investment acumen and/or investment experience.
Responsibilities
- Analyze the performance and structure of USAA institutional portfolios and present analysis across CIO strategist and governance teams.
- Assist with implementing portfolio strategies and make recommendations.
- Monitor financial markets and economic trends and assess their impact on assigned portfolios.
- Develop changes to portfolio strategies and present strategies to CIO strategy.
- Provide investment recommendations supporting treasury, asset/liability management, and capital management functions.
- Perform complex work assignments and resolve problems.
- Serve as a resource to team members on escalated issues of a complex nature.
- Create presentations for senior leaders and cross-functional partners, communicate complex concepts, and ensure full capture of tax benefits.
- Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Benefits
- Comprehensive medical, dental, and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program with paid holidays
- 16 paid volunteer hours
- Wellness programs
- Career path planning
- Continuing education
- Potential pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
