Senior Investment Analyst

Job Family

Asset Management Product Development

About Us 

 

At Transamerica, hard work, 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. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Provide quantitative and qualitative analysis for the sub-advisors overseen by Transamerica Trust Company (TTC). Lead investment product development initiatives within the Workplace Solutions business for Transamerica. Participate in strategic analysis of new business opportunities for TTC and Workplace Solutions.

Job Description

Responsibilities

• Provide quantitative and qualitative analytical support to the Trust Company’s oversight responsibility, including: 1) Produce timely and accurate analytical reports, on an as-needed basis; 2) Assist with new manager searches and screening; 3) Assist with monitoring of existing manager performance; 4) Provide insight and ideas regarding potential new products.

• Lead investment presentations to distribution, client groups (e.g. consultants, home office representatives), and Board of Trustees, as assigned.

• Participate in strategic analysis of new investment concepts and market developments to be used potentially in new product development.

• Participate in competitive analysis and assist in producing reports for senior management and business units.

• Assist with miscellaneous sub-advisor/investment projects as assigned, working with members of the fund accounting, operations, compliance and legal departments.

• Build relationships with sub-advisors to enhance fund monitoring.

• As needed, participate and contribute to committees within Transamerica Trust Company, including the Investment Committee and Board. Ask questions of sub-advisors to assist in the Board's review of investment managers.

Qualifications

• Bachelor’s degree in investment/finance-related field (economics, finance, accounting, etc.)

• Five years of investment analyst or related experience

• CFA (Chartered Financial Analyst) designation

• In-depth knowledge of securities and mutual fund industry

• Ability to write clearly and concisely in a variety of business-related formats

• Effective interpersonal communications skills

• Highly ethical and professional demeanor

• Ability to prioritize multiple responsibilities and meet deadlines

• Proficiency in MS Excel and PowerPoint

Preferred Qualifications

• MBA or related Master’s degree

• Familiarity with investment databases, including Morningstar, FactSet, and eVestment