Lead Financial Analyst - Private Credit Operations; Hybrid

Job Family

Finance - General

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

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

The Lead Financial Analyst will work directly with Investment Operations team members and other stakeholders to properly account and report activities related to private debt and private equity investments, including Asset Backed Finance, Middle Market Direct Lending, Opportunistic Credit, Infrastructure Credit, and Real Estate Credit. This role will partner closely with varying levels of leadership, operations, internal private equity analysts to drive accountability, improve transparency, and provide timely insights into investment performance.

The successful candidate will have a strong understanding of the processes, documentation, data management, and fund manager communication required to execute transactions and administer assets post-close. This role will liaison with multiple stakeholders within Investment Reporting and external to build communications, operational processes, and reporting framework needed to support private credit investments. This role will work directly with internal Portfolio Management, Finance, Tax, technology, and reporting teams to ensure private credit deals are properly accounted for and reported from funding to exit.

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