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Portfolio Management Analyst - Investment Strategy

Transamerica
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Responsibilities

  • Collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, ClearWater Analytics, Bloomberg, Excel, and Power BI.
  • Some projects will be recurring in nature and others will be designed to address specific circumstances that have arisen in the markets or in specific portfolios.
  • Recurring projects will constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training.
  • Assist portfolio managers in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios.
  • Provide analytical support for projects such as benchmark construction, trade analysis, evaluation of capital and yield positioning, and commentary on drivers of portfolio changes.

 

Qualifications

  • Bachelor’s degree in a quantitative discipline
  • 1-2 years of relevant experience in fixed income investment analytics, insurance investments, or institutional asset management
  • Experience in a front‑office investment role at a bank, hedge fund, asset management firm, or insurance company
  • Proficient in Excel
  • Experience using Bloomberg, BlackRock Aladdin, and Clearwater Analytics
  • Strong analytical skills with the ability to translate analysis into clear, actionable recommendations

 

Working Conditions

  • Office Environment
  • Occasional Travel <10%
  • Internal travel as needed


Sponsorship

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

 

Disclaimer
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Please note:

We will never request personal information such as ID or payment for equipment upfront.

Official offers are sent via DocuSign following a verbal offer—not through text or email.