Investment Analyst (Intermediate Level)

About the role

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

Responsibilities

• Provide analytical and operational support to the investment management process.
• Conduct research and statistical analysis of investment portfolios, asset allocation modeling, and benchmarking to support enterprise investment portfolios.
• Contribute to enterprise forecasting, planning, and reporting processes through research and statistical analysis.
• Gather data for the development of investment management reports and presentations.
• Support Second Line of Defense (SLOD) and Third Line of Defense (TLOD) data requests related to investment management activities, including audits.
• Assist with risk and control inventory management, control testing, and the development and reporting of Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs).
• Ensure all analyses and reports are completed and delivered in a timely manner to meet stakeholder needs.
• Complete ad hoc and recurring analysis, research market trends and compile data.
• Prepare ad hoc reporting as required by internal or external stakeholders and reconcile results consistent with fund/or strategy objectives.
• Support client relationships and assist in business development.
• Develop an understanding of the fixed income, alternatives, and equity asset classes and share knowledge with operations teams.
• Stay informed of industry initiatives and trends that may impact portfolio analytics.
• Seek guidance from team members to resolve issues and to identify appropriate issues for escalation.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Requirements

• Bachelor's degree; OR 4 years of relevant education and/or experience.
• Up to 2 years in financial analysis.
• Developing knowledge and experience within the investment industry or related financial services industry required.
• Knowledge of applicable regulatory and compliance laws and regulations.
• Developing knowledge and use of Microsoft Office applications.

Skills

• US military experience gained through military service or gained as a military spouse / domestic partner.
• Prior use of investment analytic tools such as Bloomberg or Aladdin.
• Financial and/or investment analysis experience.

Benefits

• Comprehensive medical, dental and vision plans
• 401(k)
• Pension
• Life insurance
• Parental benefits
• Adoption assistance
• Paid time off program with paid holidays plus 16 paid volunteer hours
• Various wellness programs
• Career path planning and continuing education

Pay

Compensation range: The salary range for this position is: $69,920 - $133,620. USAA has an effective process for assessing market data and establishing ranges to ensure