Intermediate Investment Operations Analyst - Aegon AM

Posted:
9/11/2024, 12:42:00 AM

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

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Operations & Logistics

Job Description Summary

Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 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 1,160 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:

Provide operational, reporting, and project support for the investment management process and our investment team. This position will provide the opportunity to gain exposure to responsible investment concepts through a broad set of sustainability activities both at the enterprise and investment portfolio levels.

Job Description

Responsibilities:

  • Demonstrate an understanding of the flow of information, systems, and reporting tools with a focus on responsible investment.
  • Ensure the integrity and timeliness of data by maintaining, scrubbing, processing, and reconciling data (including Environmental, Social, and Governance (“ESG”)/Climate data). Investigate and resolve inquires, issues, or discrepancies.
  • Research and resolve operational and data issues with assistance from other teams within the organization.
  • Support ESG/climate data collection, validation, analysis and reporting activities.
  • Support tracking, validating, and reporting responsible investment targets or progress towards various internal and external initiatives and frameworks.
  • Complete reporting and analysis on a daily, monthly, quarterly, annually or ad hoc basis.
  • Collaborate with various investment teams and other areas of the organization to respond to requests for information including client requests and marketing materials, with a high-level of service and urgency.
  • Support front office-focused projects, such as data quality initiatives, system changes, and process improvement efforts to reduce risk and increase the quality of data provided to the investment team and used across the organization.
  • Apply analytical and financial product knowledge and judgement to team processes.
  • Document, update, and organize department processes and procedures.
  • Support regulatory compliance requirements.

Qualifications:

  • Bachelor’s degree in finance, business, or related field.
  • Two years of experience in the finance services industry, technical analysis, or ESG-related discipline.
  • Strong attention to detail, written and verbal communication skills.
  • Willingness and determination to learn and improve.
  • Proficiency using MS Office.

Preferred Qualifications:

  • Experience in the institutional investment industry with knowledge of investment systems, processes, and products.
  • Knowledge of or interest in learning responsible investment topics.
  • Experience with performance reporting software and business intelligence tools such as Power BI and Excel.

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].