About The Position

Provide strategic leadership for investment analysis, manager oversight, and portfolio performance across Transamerica Asset Management's suite of investment products. Drive innovation in investment processes and serve as a senior leader contributing to enterprise-wide initiatives and governance.

Requirements

  • Bachelor's degree in finance, economics, or a related field
  • Fifteen years of experience in the investment industry
  • Chartered Financial Analyst (CFA)
  • Experience selecting and overseeing fund managers or managing asset allocation decisions
  • Experience preparing and delivering executive-level presentations
  • Strategic thinking and strong management capabilities
  • Excellent written and verbal communication skills
  • Ability to work collaboratively across diverse teams
  • Knowledge of mutual fund and investment management industries
  • Proficiency in MS Word and Excel

Nice To Haves

  • Master of Business Administration (MBA)

Responsibilities

  • Lead the development and execution of investment management strategy across mutual funds, exchange-traded funds, separately managed accounts, and collective investment trusts.
  • Establish and implement advanced methodologies for manager selection, monitoring, and performance evaluation under the manager-of-managers framework.
  • Apply modern portfolio analytics including attribution, factor analysis, and alpha generation to enhance fund performance and risk-adjusted returns.
  • Communicate investment strategy, positioning, and performance to distribution, marketing, and executive leadership teams.
  • Collaborate with product development and product management teams to align investment capabilities with market opportunities.
  • Oversee preparation of materials for annual contract renewals and presentations to the Mutual Fund Board of Independent Trustees.
  • Author investment insights and commentary for external audiences including financial professionals, media, and the general public.
  • Serve as a member of the Mutual Fund Management Committee and actively participate in board-level meetings.
  • Engage with senior leaders across the organization to support strategic goals and cross-functional initiatives.
  • May lead enterprise-wide investment projects or represent the firm in external forums and industry groups.

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
  • Adoption Assistance
  • Employee Assistance Program
  • College Coach Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Executive

Industry

Performing Arts, Spectator Sports, and Related Industries

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service