Portfolio Strategist (Mid-Level)

USAA•San Antonio, NC

6d•Hybrid

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 advance USAA’s investment objectives while meeting applicable regulatory requirements. The position analyzes the performance and structure of institutional portfolios, supports portfolio strategy implementation, monitors financial markets and economic trends, and develops recommendations and strategy changes. It provides investment recommendations for treasury, asset/liability management, and capital management functions. The strategist also prepares presentations for senior leaders and cross-functional partners, communicates complex concepts, and helps ensure tax benefits are captured. The role includes managing risks in accordance with risk and compliance policies and procedures. This position requires working in the office four days per week and may be based in San Antonio, Texas; Plano, Texas; or Charlotte, North Carolina. Relocation assistance is not available. USAA does not provide visa sponsorship for this role.

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, with demonstrated application of relevant knowledge, skills, and abilities in 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 or domestic partner.
Investment acumen and/or investment experience.

Responsibilities

Analyze the performance and structure of USAA institutional portfolios and present analysis to 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, complex issues.
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 identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.