Hybrid Investment Research Analyst

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About the role

  • Investment Research Analyst at Transamerica Asset Management analyzing trends in investments and economics. Collaborating on reports, insights, and strategic recommendations for business intelligence.

Responsibilities

  • Assist with analysis across economics, regulatory impacts, investments, products, commentaries, and portfolios
  • 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

Requirements

  • 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
  • Strong analytical, organizational, and communication skills
  • Passion for learning and deep interest in capital markets, economy, and investing
  • Attention to detail combined with a solutions-oriented mindset
  • Proficient in MS Office

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
  • Ten (10) paid holidays per year
  • Be Well Company holistic wellness program
  • Parental Leave – fifteen (15) days of paid parental leave
  • 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

Job title

Investment Research Analyst

Job type

Experience level

JuniorMid level

Salary

$75,000 - $85,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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