Lead Portfolio Strategist – Private Credit

USAA

Investment Portfolio Strategist Lead at USAA managing and guiding private credit investment portfolios. Analyzing opportunities and collaborating with senior leadership and cross-functional teams.

Posted 7/17/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesSenior💰 $164,780 - $314,960 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of financial markets, investment strategies, and risk management, with a focus on private credit and complex asset classes. Proven ability to analyze market trends and provide strategic recommendations for portfolio construction and asset allocation.

Highest-signal resume keywords

Advanced Knowledge Of Financial MarketsPrivate Credit Investment AnalysisDue Diligence On Investment OpportunitiesPortfolio Strategy DevelopmentRisk Management And Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisPortfolio ManagementInvestment StrategyAsset AllocationDue DiligenceMarket Trend AnalysisComplex Asset ClassesThird-Party Manager EvaluationInvestment Performance EvaluationLegal Contract Analysis

Soft Skills

Strong Relationship ManagementEffective CommunicationCross-Functional Team Leadership

Industry Keywords

Financial ServicesInvestment Portfolio PerformanceEconomic EnvironmentCompliance PoliciesRisk Identification And Monitoring

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 is 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

Benefits

Comp & perks

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