Portfolio Management Analyst - Investment Strategy

Job Family Investment Management

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.

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.

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.
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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.

Collect, produce and organize quantitative information necessary for portfolio decision‑making using a variety of software tools including Blackrock’s Aladdin system, Clear Water 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.

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, Black Rock Aladdin, and Clearwater Analytics. Strong analytical skills with the ability to translate analysis into clear, actionable recommendations.

Office Environment. Occasional Travel