Investment Analytics Professional analyzing market data and developing actionable insights for Transamerica's investments. Supporting tactical and strategic asset allocation for the $80 billion general account.
Responsibilities
Build repeatable models and dashboards for relative-value, scenario, and stress testing across rates, credit, securitized, and alternatives; translate outputs into proposals for rebalancing and risk budgeting.
Create analysis and quantify impacts of strategic portfolio changes, taking into consideration peer positioning, long-term market forecasts, risk-return tradeoffs and capital efficiency.
Monitor exposures vs. benchmarks/limits; quantify risk/return trade-offs, capital efficiency (e.g., NAIC RBC factors), and contribution to ALM objectives.
Partner with product, actuarial, and ALM to supply analytics for pricing, crediting-rate setting, and new-product investment strategies (e.g., RILA/annuity hedging inputs).
Own data pipelines from Clearwater/Aladdin/Bloomberg to BI outputs; ensure lineage, quality checks, and documentation.
Support projects and one-off investment decisions through on-the-fly report creation and analysis, frequently working with unclear or unknown outcomes.
Build crisp exhibits for Investment/TAA Committee—scenarios, heat maps, dashboards, and one-page recommendations.
Graduate degree in a technical/quantitative discipline, such as finance, economics, operation research, engineering, computer science, mathematics, statistics, or physics, or Bachelor’s degree with CFA or ASA designation
Four years of progressive and relevant quantitative experience
Front office experience at a bank, hedge fund, asset management firm, or insurance company
Working knowledge of Excel, VBA, SQL, Power BI
Good understanding of risk methodologies used in banking or insurance industry
Communication skills to convey complex information verbally and in writing at the appropriate level of Interpersonal detail for each audience
People skills to manage/lead projects and the ability to inspire the team and provide insights to ALM colleagues.
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.
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