Portfolio Strategist

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.

The Opportunity

As a dedicated Portfolio Strategist (Mid-Level), you will assemble and analyze financial data, conduct statistical studies and industry research, and support the development and implementation of investment strategies and asset allocation. You will monitor market trends, forecast changes, and help execute strategies designed to achieve USAA’s investment objectives while ensuring compliance with applicable regulatory requirements.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position.

What you'll do:

• Applies advanced knowledge to analyze performance and structure of USAA institutional portfolios and presents analysis across CIO strategist and governance teams.
• Assists with implementation of portfolio strategies and makes recommendations.
• Monitors financial markets and economic trends and assesses impact on assigned portfolios.
• Applies advanced knowledge to develop changes to portfolio strategies, presents strategies to CIO strategy.
• Provides investment recommendations to support treasury, asset /liability management and capital management functions.
• Performs complex work assignments and problem resolution.
• Serves as a resource to team members on escalated issues of a complex nature.
• Creates presentations for senior leaders and cross-functional partners, communicating complex concepts, and assuring full capture of tax benefits.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree in Finance, Accounting, Economics, or quantitative field; OR 4 years of relevant education and/or experience.
• 2 or more years of financial investment experience required within a financial services organization.
• Proficient knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required.
• Proficient level of business acumen in the areas of business operations, industry practices and emerging trends required.
• Proficient knowledge and use of Microsoft Office applications.

What sets you apart:

• US military experience gained through military service or gained as a military spouse / domestic partner.
• Investment acumen and/or investment experience.

Compensation range: The salary range for this position is: $93,770 - $179,240.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.