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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert knowledge in financial analysis, investment management, and regulatory compliance, with a strong ability to prepare detailed reports and presentations for stakeholders. Proven experience in leading cross-functional initiatives and ensuring adherence to risk management practices.
Highest-signal resume keywords
Financial AnalysisInvestment ManagementRegulatory ComplianceData Gathering ToolsMicrosoft Excel
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 AnalysisPortfolio Performance ReportingRisk AttributionCompliance Template ConstructionInvestment Pricing MonitoringValuation AnalysisCross-Functional Team LeadershipProject Decision MakingDue Diligence PreparationInvestment Control Frameworks
Soft Skills
Guidance and TrainingStakeholder CommunicationProblem SolvingTeam MotivationResource Management
Tools & Technologies
Microsoft PowerPointData Reporting ToolsInvestment Management Systems
Industry Keywords
Fixed IncomeEquityAlternative Asset ClassesRisk ManagementAudit SupportControl TestingIssue RemediationInvestment IndustryFinancial Services
About the role
Key responsibilities & impact- Conduct extensive research and statistical analysis of USAA investment portfolios
- Prepare reports and presentations on portfolio performance, risk, and attribution
- Direct and prepare ad hoc analysis and reporting for internal or external stakeholders
- Reconcile results consistent with fund or strategy objectives
- Present and meet regularly with senior business leaders and staff in Compliance, Legal, Risk, and back-office Operations
- Advise on USAA technical systems for compliance with new requirements
- Construct and maintain compliance templates to keep portfolio holdings within policy and regulatory constraints
- Monitor systems for investment pricing, valuation, and overall data integrity issues
- Drive efficiencies in cost, technology, and process using available tools and third-party sourcing options
- Stay informed about industry initiatives and trends affecting portfolio analytics
- Lead and motivate cross-functional team members on investment management process initiatives
- Make final project-related decisions
- Prepare responses to due diligence information requests and special projects
- Provide guidance and on-the-job training to less experienced coworkers
- Serve as a resource on complex escalated issues
- Ensure business risks are identified, measured, monitored, and controlled according to risk and compliance policies and procedures
Requirements
What you’ll need- Bachelor's degree; OR 4 years of relevant education and/or experience
- 8 years of experience in financial analysis within the investment industry or related financial services industry
- Expert knowledge and application of fixed income, equity and/or alternative asset classes
- Strong knowledge and application of applicable regulatory and compliance laws and regulations
- Expert knowledge and application of investment management, including fixed income, equity, and alternatives
- Expert knowledge and use of Microsoft tools including Excel and PowerPoint
- Advanced experience with tools for data gathering and reporting
- US military experience gained through military service or as a military spouse/domestic partner (preferred)
- Experience leading or heavily contributing to cross-functional initiatives, including system enhancements, process redesign, or regulatory projects (preferred)
- Background in investment control frameworks, including audit support, control testing, issue remediation, and risk management practice (preferred)
- Experience partnering with custodians, vendors, and external service providers, including issue resolution and performance oversight (preferred)
- Must not require current or future immigration support or visa sponsorship
Benefits
Comp & perks- Remote or hybrid flexibility may be available for active-duty military spouses, consistent with applicable policy and business needs
- Relocation assistance is not available
- Pay incentives may be available based on overall corporate and individual performance and at the discretion of the USAA Board of Directors
- 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
- Wellness programs
- Career path planning
- Continuing education assistance