Intermediate Investment Analyst – AM

Job Family

Asset Management Product Development

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. 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.

At Transamerica Asset Management, high performance, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

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…