Intermediate Investment Analyst - Transamerica AM
About The Position
At Transamerica Asset Management, high performance, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who we are: Today, we’re part of an international holding company, Aegon, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. Transamerica Asset Management (TAM) is a division within Aegon Asset Management, an active global asset management firm with investment capabilities that span public and private markets across asset classes, sharing a common belief in fundamental, research-driven active management. What we do: TAM’s vision is to be a valued asset manager by growing a profitable, scalable investment platform that connects the right solutions to our clients’ needs. We provide active fixed income and differentiated equity strategies by following our Investor First process and leveraging the capabilities of our suite of sub-advisers. Our business encompasses approximately $65 billion of net assets under management; consisting of variable insurance funds, retail mutual funds, ETFs, collective investments trusts and other assets. Position overview: Provide quantitative and qualitative analysis to support investment managers overseen by Transamerica Asset Management (TAM), which includes mutual funds, variable insurance funds, ETFs, SMAs, and collective investment trusts. Strengthen relationships with investment managers, Transamerica/AEGON business units, and Fund Boards, and contribute to strategic analysis of new business opportunities.
Requirements
- Bachelor’s degree in Economics, Finance, Accounting, or related field.
- At least two (2) years of investment manager research experience.
- CFA designation.
- Ability to write clearly and concisely in business formats.
- Effective interpersonal communication skills.
- Proficient in Excel and PowerPoint.
- Knowledge of securities and mutual fund industry.
- Highly ethical and professional demeanor.
- Ability to prioritize multiple responsibilities and meet deadlines.
Nice To Haves
- MBA or related Master’s degree in Economics, Finance, or Accounting.
- Familiarity with investment databases such as Morningstar, Bloomberg, FactSet, and eVestment.
- Familiarity with R programming language.
Responsibilities
- Provide quantitative and qualitative analytical support for manager oversight, including producing timely and accurate reports.
- Assist with new manager searches and screening.
- Monitor existing manager performance and provide insights.
- Offer ideas for potential new products and participate in strategic analysis of investment concepts and market developments.
- Conduct competitive analysis and prepare reports for senior management and business units.
- Assist with the 15(c) contract renewal process for sub-advisors, including coordinating materials and timelines.
- Collaborate on sub-advisor and investment projects with fund accounting, operations, compliance, and legal teams.
- Contribute materials and represent the investment management department at Board meetings and Investment Committee, Investment Risk Committee, and Final Proposal Review Committee meetings as needed.
- Participate in presentations to distribution and client groups as needed.
- Build relationships with sub-advisors to enhance fund monitoring and support investment management activities.
- Participate in TAM committees as needed, including but not limited to Valuation, Trade Oversight, Model Review, Operational Risk, Liquidity Risk, Sub-Adviser Due Diligence, and Product.
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.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
