Portfolio Management Analyst

## Portfolio Management Analyst Apply locations:
Cedar Rapids, Iowa:
Philadelphia, Pennsylvania time type:
Full time posted on:
Posted Todayjob requisition : R
** Job Family
** Investment Management
** About Us
** At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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
** We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, 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.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
** What We Do
** Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.  For more information, visit
** Job Description Summary
** Supports institutional fixed income portfolio management through investment analysis, regulatory capital evaluation, and cross functional collaboration within an insurance general account framework.
** Job Description
**** Responsibilities
* ** Build and maintain analytical models for asset selection, relative value assessment, spread analysis, cash flow projections, deployment planning, and scenario analysis.
* Conduct sector, issuer, and market research to support portfolio construction, rebalancing, and capital allocation decisions across liability-backed portfolios.
* Support medium-term plan development, strategic asset allocation execution, and deployment projections through data preparation, quantitative analysis, and presentation materials for senior leadership and board audiences.
* Monitor portfolio positioning against investment mandates and approved guidelines, track risk limit utilization and flag deviations from the strategic asset allocation framework.
* Assist in the preparation of investment memos, due diligence materials, and governance documentation for new and existing fixed income investments.
* Support identification, evaluation, and selection of external investment managers, including investment and operational due diligence, documentation review, track record analysis, and reference calls.
* Monitor external manager performance, attribution, and compliance with fund terms; maintain manager tracking tools and reporting dashboards.
* Develop working knowledge of insurance regulatory capital frameworks, including National Association of Insurance Commissioners (NAIC), risk-based capital,…