Why USAA?

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

As a dedicated Investment Analyst, you will be responsible for providing analytical and operational support to the life insurance investment management process. This will include conducting research and statistical analysis of investment portfolios, providing support to the enterprise forecasting, planning, and reporting process functions as well as providing support for Second Line of Defense (SLOD) and Third Line of Defense (TLOD) data requests related to investment management, such as audits. Additionally, you will support risk control self-assessments (RCSA), risk control inventory, testing controls, and key risk/performance indicator reporting and development. If you are highly analytical and enjoy providing operational support within the investment space, this is the role for you!

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, or Plano, TX. Relocation assistance is not available for this position.

What you'll do:

• Apply proficient knowledge to conduct research and statistical analysis of USAA investment portfolios

• Complete ad hoc and recurring analysis, research market trends and compiles data

• Prepare reports and presentations for investment portfolios that include portfolio performance, risk, and attribution

• Prepare other ad hoc reporting as required by internal or external stakeholders and reconcile results consistent with fund/or strategy objectives

• Participate in compliance initiatives to update new requirements on USAA technical systems and manage compliance templates to align with policy and regulatory constraints

• Provide support for life insurance investment pricing

• Develop an understanding of the fixed income, alternatives, and equity asset classes and shares knowledge with operations teams

• Stay informed of industry initiatives and trends that may impact portfolio analytics

• Apply proficient knowledge to assist team members with the onboarding of new asset managers, to include coordinating efforts with stakeholders

• Collect data and provides support to team members in the preparation of investment presentation

• 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; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree

• 4 years of experience in financial analysis within the investment industry or related financial services industry

• Knowledge of fixed income, equity, and/or alternative asset classes

• Knowledge of applicable regulatory and compliance laws and regulations Proficient knowledge of financial asset classes and investment management or investment operations processes

• Proficient knowledge and use of Microsoft Excel

What sets you apart:

• Experience automating data processes using Python, Tableau, and/or other data manipulation programs

• Familiarity with fixed income investments

• Life insurance investment expertise

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.

What we offer:

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. The salary range for this position is: $85,040.00 - $162,550.00.

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

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, please 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 and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static_assets/Media/enterprise_hr_cpra_notice_at_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.