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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and operational support capabilities in investment management, with a focus on financial analysis, asset allocation modeling, and compliance with regulatory standards. Proficient in preparing reports and conducting research to inform investment strategies and client relationships.
Highest-signal resume keywords
Financial AnalysisInvestment Analytic ToolsAsset Allocation ModelingRegulatory Compliance KnowledgeData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Statistical AnalysisAsset Allocation ModelingBenchmarkingRisk ManagementKey Risk IndicatorsKey Performance IndicatorsMarket Trend ResearchData CompilationInvestment ReportingFinancial Analysis
Soft Skills
Client Relationship ManagementProblem SolvingCommunication
Tools & Technologies
Microsoft OfficeBloombergAladdin
Industry Keywords
Investment ManagementFinancial ServicesCompliance LawsPortfolio AnalyticsFixed IncomeEquity Asset ClassesAlternatives
About the role
Key responsibilities & impact- Provide analytical and operational support to the investment management process
- Conduct research and statistical analysis of USAA investment portfolios
- Perform asset allocation modeling and benchmarking
- Complete ad hoc and recurring analysis
- Research market trends and compile data
- Prepare ad hoc reporting for internal or external stakeholders
- Reconcile results consistent with fund or strategy objectives
- Support client relationships and assist in business development
- Develop understanding of fixed income, alternatives, and equity asset classes
- Share asset-class knowledge with operations teams
- Stay informed of industry initiatives and trends affecting portfolio analytics
- Gather data for investment management reports and presentations
- Support SLOD and TLOD data requests, including audits
- Assist with risk and control inventory management and control testing
- Develop and report Key Risk Indicators and Key Performance Indicators
- Identify, measure, monitor, and control business risks in accordance with policies and procedures
- Seek guidance to resolve issues and identify matters for escalation
- Deliver analyses and reports promptly to meet stakeholder needs
Requirements
What you’ll need- 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
- Prior use of investment analytic tools such as Bloomberg or Aladdin is a preferred differentiator
- Financial and/or investment analysis experience
- Must not require immigration support or visa sponsorship now or in the future
- Ability to work in the office 4 days per week
- Must be based in San Antonio, TX, or Plano, TX
- Relocation assistance is not available
Benefits
Comp & perks- Remote or hybrid flexibility may be available for active-duty military spouses, consistent with applicable policy and business needs
- Comprehensive medical, dental and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program
- Paid holidays
- 16 paid volunteer hours
- Various wellness programs
- Career path planning
- Continuing education assistance
- Pay incentives may be available based on overall corporate and individual performance and at the discretion of the USAA Board of Directors