Portfolio Management Analyst - Investment Strategy

Transamerica•Cedar Rapids, IA

2d•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 manager 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