Portfolio Strategist Lead – Private Credit
Core
Manage and guide investment portfolios with a specialized focus on private credit, ensuring alignment with financial objectives and optimizing performance.
Role type
Lead Investment Portfolio Strategist (Private Credit)
Builds
Investment portfolios for USAA members (military community and families)
Domain
Financial Services / Private Credit
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Private credit market expertise, portfolio analysis, third-party manager evaluation, due diligence on direct investments, asset allocation, risk measurement, regulatory compliance
Preferred skills
Knowledge of asset-backed securities, mortgage-backed securities, alternative investments, legal contract management for external managers
Technologies
N/A
Responsibilities
Conduct analysis of complex portfolios and strategies; meet with third-party managers to evaluate investment performance; make recommendations on portfolio strategy; advise senior executives on investment and tax strategies; lead cross-functional teams in strategy development; ensure risks are identified and controlled
Seniority
Senior, hands-on IC with strategic advisory duties