Investment Strategy Senior Portfolio Strategist; Hybrid
Listed on 2026-10-24
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Risk Manager/Analyst
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.
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Who We AreWe 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.
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.
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As a key investment professional within the Investment Strategy team of the Chief Investment Office (CIO), support the design, management, and oversight of customized insurance investment portfolios. Partner across disciplines to translate client objectives, balance sheet constraints, liability considerations, and regulatory requirements into actionable portfolio strategies and investment decisions across the Transamerica general account.
Job Description Responsibilities- Assist in managing the General Account liquidity position, including cash forecasting and planning to support ongoing funding and liquidity needs.
- Collaborate with cross-functional teams to evaluate, structure, and implement portfolio optimization initiatives, including portfolio transfers, derivative unwind transactions, and other strategic actions.
- Lead the review and approval process for portfolio transfer proposals, ensuring transactions are optimized and aligned with established investment and risk management guidelines.
- Support the benchmark‑setting process by contributing to the development and maintenance of tactical asset allocation targets for investment portfolios.
- Partner with investment strategy and portfolio management teams to lead and execute large‑scale strategic initiatives across asset classes and product portfolios.
- Contribute as both a collaborative team…
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