USAA · 1 month ago
Portfolio Strategist Lead – Private Credit
United States
Full-time
Remote
Lead/Staff
$165K/yr - $315K/yr
4+ years expUSAA is dedicated to empowering its members to achieve financial security, and they are seeking an experienced Investment Portfolio Strategist Lead focused on Private Credit. This role involves managing investment portfolios, ensuring alignment with financial objectives, and collaborating with senior leadership and cross-functional teams to optimize portfolio performance.
BankingFinanceProperty & Casualty InsuranceVenture CapitalFinancial ServicesInsurance
No H1B
Responsibilities
Conducts analysis of complex portfolios, strategies and trends on a regular basis and ad hoc analysis as required in response to internal, external and senior management inquiries
Meets with third party managers and evaluates investment performance with respect to their mandate
Makes recommendations on portfolio strategy
Analyzes and recommends changes in portfolio positions and strives for continuous improvement in the efficiency of the analysis process
Maintains ongoing dialogue and strong relationships with the Treasury, Tax, Accounting, Compliance, Enterprise Risk, and other areas to make sure that investment information is communicated in a concise and timely manner
Advises senior executives, and other areas on matters regarding investment strategy, investment tax strategies, economic environment, and other business information to facilitate the financial strength of USAA
Stays knowledgeable of the business, understands how financial market conditions drive investment performance
Leads cross functional teams in strategy development and implementation of business solutions or key initiatives
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or quantitative field; OR 4 years of relevant education and/or experience
4 or more years of related experience and accountability for complex tasks and/or projects required within a financial services organization
Advanced knowledge of financial markets and emerging risks impacting investment portfolio performance, specifically within private credit
Experience conducting thorough due diligence on direct investment opportunities and third-party investment managers specializing in private credit. Analyze market trends, economic conditions, and specific credit risks to provide strategic recommendations for portfolio construction and asset allocation
Advanced knowledge of complex asset classes such as asset-backed securities, mortgage-backed securities, and/or alternative investments
Preferred
Experience preferred in selecting and managing 3rd party investment managers in a multi-asset portfolio
Experience with legal contracts pertaining to external investment managers and investment services
US military experience through military service or a military spouse/domestic partner
Benefits
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
Various wellness programs
Career path planning and continuing education assists employees with their professional goals
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors
Company
USAA
USAA is a financial services company.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Julie McPeak
SVP, General Counsel Insurance
Mara Motherway
Senior Vice President and Head of Government Relations
Recent News
2026-08-10
2026-08-10
2026-08-10
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