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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced financial analysis skills with a focus on investment portfolios, including performance measurement and compliance with regulatory standards. Proficient in data gathering, reporting, and effective communication with stakeholders across various teams.
Highest-signal resume keywords
Financial AnalysisPerformance MeasurementRegulatory ComplianceMicrosoft ExcelData Reporting Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisPerformance MeasurementFixed Income KnowledgeEquity KnowledgeAlternative Asset ClassesStatistical AnalysisRisk ManagementData ReconciliationKRI DevelopmentKPI Reporting
Soft Skills
CommunicationTeam LeadershipClient Relationship Management
Tools & Technologies
Analytical ToolsetsData Gathering ToolsReporting Tools
Industry Keywords
Investment IndustryCompliance InitiativesPortfolio ManagementMarket TrendsRisk Control Self-Assessments
About the role
Key responsibilities & impact- Conduct extensive research and statistical analysis of USAA investment portfolios
- Complete complex ad hoc and recurring analysis, research market trends, and compile data
- Discuss concerns and make recommendations that influence investment modifications
- Prepare ad hoc reporting for internal or external stakeholders and reconcile results consistent with fund or strategy objectives
- Create reports and presentations covering portfolio performance, risk, and attribution
- Coordinate and conduct meetings and presentations with senior leaders and teams across Portfolio Management, Investment Strategy, Trading, Research, Compliance, Legal, Risk, and back-office Operations
- Manage client relationships and assist in business development
- Advise on compliance initiatives, update new requirements on USAA technical systems, and manage compliance templates
- Monitor industry initiatives and trends affecting portfolio analytics
- Serve as a resource to less experienced team members on escalated routine issues
- Assist with onboarding new asset managers by coordinating stakeholder efforts
- Lead team members in preparing investment presentations
- Identify, measure, monitor, and control business risks in accordance with risk and compliance policies and procedures
- Support Second Line of Defense and Third Line of Defense data requests, including audits
- Manage Risk Control Self-Assessments, maintain the risk control inventory, and develop and report KRIs and KPIs
- Reconcile returns by asset manager and asset class and resolve discrepancies
- Deliver analyses and reports on schedule through efficient, automated, and scalable processes
Requirements
What you’ll need- Bachelor's degree; OR 4 years of relevant education and/or experience
- 6 years of experience in financial analysis within the investment industry or related financial services industry
- 2 years of performance measurement
- Advanced knowledge and application of fixed income, equity and/or alternative asset classes
- Knowledge and application of applicable regulatory and compliance laws and regulations
- Ability to communicate complex information to analysts, management and operations teams
- Advanced knowledge and use of Microsoft Excel
- Experience with tools for data gathering and reporting
- Proficiency with analytical toolsets
- Must not require immigration support or visa sponsorship, including H-1B, TN, or STEM OPT Training Plans
- Must be willing to work in the office 4 days per week
- Position must be based in San Antonio, Texas, or Plano, Texas
- Relocation assistance is not available
Benefits
Comp & perks- Flexible work environment with remote or hybrid flexibility for active-duty military spouses, consistent with applicable policy and business needs
- Pay incentives based on overall corporate and individual performance, 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
- Various wellness programs
- Career path planning
- Continuing education assistance