Investment Research Analyst - Transamerica Asset Management - Hybrid

Aegon•Denver, CO

33d•$75,000 - $85,000•Hybrid

About The Position

This position supports the TAM Research and Reporting group by analyzing, interpreting, and presenting complex data related to investments, economics, and corporate strategy. The role contributes to business intelligence efforts and assists in delivering insights that help drive strategic success.

Requirements

Bachelor's degree in finance, economics, or a related field
Two years of experience, preferably in the financial services industry
Knowledge of mutual funds, insurance products, and investment terminology
Understanding of financial services investment processes and pricing
Ability to identify trends and patterns in data and support informed decision-making
Strong analytical, organizational, and communication skills including the ability to organize and synthesize data to reach conclusions
Passion for learning and deep interest in the capital markets, economy, and investing
Attention to detail combined with a solutions-oriented mindset
Grace under pressure with an ability to adapt to get things done
Proficient in MS Office

Nice To Haves

Familiarity with market research tools such as eVestment, Morningstar Direct, and Bloomberg
Experience with Microsoft Fabric, Power BI, SQL, and/or Python
Progress towards Chartered Financial Analyst (CFA) designation

Responsibilities

Assist with analysis across economics, regulatory impacts, investments, products, commentaries, and portfolios; contribute to reports and presentations for stakeholders.
Collaborate with Sr Investment Research Analyst and Senior Manager to help translate findings into actionable recommendations.
Develop market and competitor research to provide data-driven insights in partnership with Investment Management, Product Management, and Research and Reporting teams.
Prepare and interpret reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
Liaise with Distribution team on behalf of Research and Reporting to optimize the data and reporting options for the field.
Leverage cloud analytics platform and new technology in research process.
Stay informed on industry trends, sub-advisers, and products to ensure relevant research.
May participate in cross-functional projects and meetings.

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