Portfolio Analyst - Aegon AM

Posted:
8/6/2024, 9:49:10 AM

Location(s):
Iowa, United States ⋅ Cedar Rapids, Iowa, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Job Description Summary

Company Overview:

Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.

We are an international business: Our 1,150 employees work from 13 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

Position Overview: The successful candidate will provide analytical support both to the team of portfolio managers charged with managing the asset portfolios of Transamerica and to support the work of the portfolio management group.

Job Description

Responsibilities:

  • Collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, Bloomberg, Excel and Business Objects.
  • 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 likely constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training.
  • Assist portfolio managers, typically having been given direction, in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios.
  • Other areas where analytical support will be required include projects such as liability benchmark construction, performance attribution, evaluation of capital and earnings management issues, and stress-testing of portfolios.

Required Qualifications:

  • Entry level analyst position requiring a BA (preferably in finance, economics, mathematics, actuarial science or computer science).
  • Highly detail oriented.
  • Strong communication skills, both verbal and written.
  • Strong quantitative skills.
  • Proficient with excel.
  • Solid business understanding of investments and financial concepts.

Preferred Qualifications:

  • Up to two (2) years of investment experience is preferred.
  • Skills or experience in mathematical modeling or financial analysis using spreadsheets.
  • Knowledge of bond analytics.
  • Working towards CFA designation is preferred.

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. 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 are open to considering flexible working practices. Please talk to us about what this means for you.

#LI-Hybrid

Why Work for Us

At Aegon Asset Management, we invest in You.

Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered.  Come be a part of driving our success!

Equal Opportunity Employer:

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: [email protected] if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.


Technical Assistance:

If you experience technical problems during the application process, please email [email protected].