Portfolio Strategist Lead – Private Credit

Overview

USAA seeks an experienced Investment Portfolio Strategist Lead with a specialized focus on Private Credit to manage and guide investment portfolios. This role ensures portfolios align with the organization's financial objectives and demonstrates deep expertise in private credit markets and strategies. The ideal candidate will analyze investment opportunities, make informed recommendations, and ensure compliance with company policies and regulatory requirements. This position requires collaboration with senior leadership and cross-functional teams, including risk, legal, tax, accounting, treasury, and compliance, to support sound investment decisions and optimize portfolio performance within the private credit landscape.

This role is remote eligible in the continental U.S. with occasional business travel. Individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.

Why USAA

We empower our members to achieve financial security through competitive products, exceptional service and trusted advice. We uphold core values of honesty, integrity, loyalty and service, and we support active-duty military spouses. USAA roles may offer remote or hybrid flexibility consistent with policy and business needs.

• Conduct analysis of complex portfolios, strategies and trends on a regular basis and provide ad hoc analysis for internal, external, and senior management inquiries.
• Meet with third-party managers and evaluate investment performance against mandates; make recommendations on portfolio strategy.
• Analyze and recommend changes in portfolio positions and pursue continuous improvements in analysis efficiency.
• Maintain ongoing dialogue with Treasury, Tax, Accounting, Compliance, Enterprise Risk, and other areas to communicate investment information concisely and timely.
• Advise senior executives and other stakeholders on investment strategy, tax strategies, economic environment, and related business information to support USAA’s financial strength.
• Stay knowledgeable about the business and how financial market conditions drive investment performance.
• Lead cross-functional teams in strategy development and the implementation of business solutions or key initiatives.
• Ensure risks related to business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative field; OR 4 years of relevant education and/or experience.
• 4+ years of related experience in a financial services organization with accountability for complex tasks or projects.
• Advanced knowledge of financial markets and risks impacting investment performance, specifically in private credit.
• Experience conducting due diligence on direct investment opportunities and third-party investment managers in private credit.
• Ability to analyze market trends, economic conditions, and credit risks to provide strategic recommendations for portfolio construction and asset allocation.
• Knowledge of asset classes such as asset-backed securities, mortgage-backed securities, and alternative investments is preferred.
• Experience selecting and managing third-party investment managers in a multi-asset portfolio; familiarity with legal contracts pertaining to external investment managers and services.

US military experience through military service or as a military spouse/domestic partner.

Compensation range: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. The actual salary may vary by location and is based on experience and market data. Eligible employees may receive pay incentives based on corporate and individual performance as determined by the USAA Board of Directors.

Benefits include best-in-class medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off with holidays plus 16 paid volunteer hours, wellness programs, and career development opportunities. See the benefits page on  for details.

Applications for this position are accepted on an ongoing basis. This posting will remain open until filled; qualified candidates are encouraged to apply promptly.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. California applicants, please review our HR CCPA Notice at Collection.