Portfolio Management Analyst - Investment Strategy

Transamerica • Cedar Rapids, IA

4d • Onsite

About The Position

The primary responsibility of this role is to provide analytical support both to the team of portfolio managers and business unit directors charged with managing the Transamerica portfolios and to support the work of the Transamerica Chief Investment Office.

Requirements

• Bachelor’s degree in a quantitative discipline
• 1-2 years of relevant experience in fixed income investment analytics, insurance investments, or institutional asset management
• Experience in a front‑office investment role at a bank, hedge fund, asset management firm, or insurance company
• Proficient in Excel
• Experience using Bloomberg, BlackRock Aladdin, and Clearwater Analytics
• Strong analytical skills with the ability to translate analysis into clear, actionable recommendations

Responsibilities

• Collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, ClearWater Analytics, Bloomberg, Excel, and Power BI.
• Some projects will be recurring in nature and others will be designed to address specific circumstances that have arisen in the markets or in specific portfolios.
• Recurring projects will constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training.
• Assist portfolio managers in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios.
• Provide analytical support for projects such as benchmark construction, trade analysis, evaluation of capital and yield positioning, and commentary on drivers of portfolio changes.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level