Investment Business Advisor Intern

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    USAA

    10,001+ employeesFounded 1922San Antonio, TexasFinancial Services
    Actively hiringPaidSummer 2027Financial Services
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    Best applied by Sep 14

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    About the role#

    The Investment Business Advisor Internship offers an opportunity to gain hands-on experience within the Life Co organization. You will work under direct supervision to support investment operations, collaborate with cross-functional teams, and contribute to business solutions. This is a full-time, paid summer internship designed to help you build professional skills while working alongside experienced mentors.

    What you'll do#

    • Collaborate with internal and external partners to develop and implement business initiatives.
    • Support project prioritization and manage resource utilization.
    • Assist with risk mitigation and monitor changes to the regulatory environment.
    • Research and administer business rules, procedures, and contracts.
    • Partner with process owners to build business cases and develop test strategies.
    • Execute tests, prioritize defects, and resolve issues.
    • Monitor operational and market performance policies.
    • Prepare trend analyses and track business activities to ensure risks are identified and controlled.

    What you'll need#

    • Currently pursuing a bachelor’s degree or higher in Business Management, Economics, Accounting, Data Analytics, or Risk Management.
    • Expected graduation date between August 2027 and June 2028.
    • Knowledge of investment products such as mutual funds, brokerage, and retirement products.
    • Ability to follow established procedures and apply business rules.
    • Basic proficiency with Excel and other Microsoft systems.
    • Strong analytical and problem-solving skills.
    • Note: USAA does not provide visa sponsorship for this role.

    Location & details#

    • Term: Summer 2027
    • Work Modality: On-site
    • Locations: San Antonio, Texas and Plano, Texas

    About USAA

    USAA provides financial products and services to the military community and their families. The company operates in sectors including insurance, banking, investments, and financial planning. Founded in 1922, it maintains its headquarters in San Antonio, Texas. The firm is privately held and employs over 10,000 people.

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