Lead Portfolio Strategist – Private Credit

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

• 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

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.