Investment Research Analyst - Transamerica AM

About the position 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. Who we are: Today, we’re part of an international holding company, Aegon, 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. Transamerica Asset Management (TAM) is a division within Aegon Asset Management, an active global asset management firm with investment capabilities that span public and private markets across asset classes, sharing a common belief in fundamental, research-driven active management. What we do: TAM’s vision is to be a valued asset manager by growing a profitable, scalable investment platform that connects the right solutions to our clients’ needs. We provide active fixed income and differentiated equity strategies by following our Investor First process and leveraging the capabilities of our suite of sub-advisers. Our business encompasses approximately $65 billion of net assets under management; consisting of variable insurance funds, retail mutual funds, ETFs, collective investments trusts and other assets. Position Overview: This position supports the TAM Research and Reporting group by analyzing, interpreting, and presenting complex data related to investments, economics, and corporate strategy. The role contributes to business intelligence efforts and assists in delivering insights that help drive strategic success.

Responsibilities

• Assist with analysis across economics, regulatory impacts, investments, products, commentaries, and portfolios; contribute to reports and presentations for stakeholders.
• Collaborate with Sr Investment Research Analyst and Senior Manager to help translate findings into actionable recommendations.
• Develop market and competitor research to provide data-driven insights in partnership with Investment Management, Product Management, and Research and Reporting teams.
• Prepare and interpret reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
• Liaise with Distribution team on behalf of Research and Reporting to optimize the data and reporting options for the field.
• Leverage cloud analytics platform and new technology in research process.
• Stay informed on industry trends, sub-advisers, and products to ensure relevant research.
• May participate in cross-functional projects and meetings.

Requirements

• 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.
• Bachelor’s degree in finance, economics, or a related field.
• Two years of experience, preferably in the financial services industry.
• Knowledge of mutual funds, insurance products, and investment terminology.
• Understanding of financial services investment processes and pricing.
• Ability to identify trends and patterns in data and support informed decision-making.
• Strong analytical, organizational, and communication skills including the ability to organize and synthesize data to reach conclusions.
• Passion for learning and deep interest in the capital markets, economy, and investing.
• Attention to detail combined with a solutions-oriented mindset.
• Grace under pressure with an ability to adapt to get things done.
• Proficient in MS Office.

Nice-to-haves

• Familiarity with market research tools such as eVestment, Morningstar Direct, and Bloomberg.
• Experience with Microsoft Fabric, Power BI, SQL, and/or Python.
• Progress towards Chartered Financial Analyst (CFA) designation.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package: Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits: Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes 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 at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach 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

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