Intermediate Investment Analyst - AM

Transamerica is a global financial services company part of the Aegon Group, providing insurance, retirement, and investment solutions to millions of customers. We value diverse perspectives and are committed to fostering an inclusive culture.

Provide quantitative and qualitative analysis to support investment managers overseen by Transamerica Asset Management (TAM), which includes mutual funds, variable insurance funds, ETFs, SMAs, and collective investment trusts. Strengthen relationships with investment managers, Transamerica/AEGON business units, and Fund Boards, and contribute to strategic analysis of new business opportunities.

• Provide quantitative and qualitative analytical support for manager oversight, including producing timely and accurate reports.
• Assist with new manager searches and screening.
• Monitor existing manager performance and provide insights.
• Offer ideas for potential new products and participate in strategic analysis of investment concepts and market developments.
• Conduct competitive analysis and prepare reports for senior management and business units.
• Assist with the 15(c) contract renewal process for sub-advisors, including coordinating materials and timelines.
• Collaborate on sub-advisor and investment projects with fund accounting, operations, compliance, and legal teams.
• Contribute materials and represent the investment management department at Board meetings and Investment Committee, Investment Risk Committee, and Final Proposal Review Committee meetings as needed. Participate in presentations to distribution and client groups as needed.
• Build relationships with sub-advisors to enhance fund monitoring and support investment management activities.
• Participate in TAM committees as needed, including but not limited to Valuation, Trade Oversight, Model Review, Operational Risk, Liquidity Risk, Sub-Adviser Due Diligence, and Product.

• Bachelor’s degree in Economics, Finance, Accounting, or related field.
• At least two (2) years of investment manager research experience.
• CFA designation.
• Ability to write clearly and concisely in business formats.
• Effective interpersonal communication skills.
• Proficient in Excel and PowerPoint.
• Knowledge of securities and mutual fund industry.
• Highly ethical and professional demeanor.
• Ability to prioritize multiple responsibilities and meet deadlines.

• MBA or related Master’s degree in Economics, Finance, or Accounting.
• Familiarity with investment databases such as Morningstar, Bloomberg, Fact Set, and eVestment.
• Familiarity with R programming language.

• Office Environment.
• Moderate Travel 10 to 25% for meetings with new and current investment managers and participation in Board or committee sessions.

The salary for this position generally ranges between $100,000 and $112,000 annually. Additional annual bonus is based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. For eligible employees, a comprehensive benefits package supports both personal and financial well‑being.

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401(k) 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 first‑year employees
• Ten paid holidays per year (typically mirroring NYSE holidays)
• Be Well Company holistic wellness program, including 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
• 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

At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences. We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals.