Portfolio Management Analyst, Structured Credit and Real Estate

Transamerica•Philadelphia, PA

15h•Onsite

About The Position

This role will support the selection, onboarding, and oversight of third-party asset managers, with a focus on structured assets and real estate, including RMBS, CMBS, CLOs, Public ABS, Private ABF, residential and commercial real estate whole loans, and other related strategies. In addition, the role will support the due diligence of individual assets and investment strategies, portfolio construction, quantitative asset modeling, and day-to-day portfolio management.

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

Nice To Haves

Prior experience at an asset management firm or insurance company supporting the investment processes for structured credit and/or real estate assets
Proficiency working with and analyzing large sets of investment data, including leveraging AI to facilitate workloads
Basic understanding of insurance asset management and fundamental asset liability management concepts, including risk-based capital
Some knowledge of structured credit analytics, including duration, OAS, convexity, prepayments, and loss metrics (i.e. CDR, CGL, CNL, LGD, etc.)
Prior exposure to Aladdin, Intex, Trepp, or similar structured asset modeling tools
Some exposure to the use of AI to support research, process improvement, and efficiency
Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation

Responsibilities

Support the selection, diligence, onboarding, and ongoing oversight of third-party asset managers
Support the due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations
Support the day-to-day management of the structured asset and real estate portfolios
Support the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction
Monitor market developments, conduct sector and collateral research, and assist in formulating investment views to support the management of the portfolio
Assist in the development of quantitative modeling frameworks, portfolio management tools, and the onboarding and integration of new investment technologies
Assist senior investment staff with strategic initiatives focused on delivering superior investment results and maximizing value creation

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
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