Aegon Asset Management · 1 week ago
Intermediate Investment Analyst - Transamerica Asset Management
Denver, CO
Full-time
Onsite
Entry, Mid Level
$100K/yr - $112K/yr
2+ years expAegon Asset Management is an active global asset management firm that seeks an Intermediate Investment Analyst for its Transamerica Asset Management division. The role involves providing analytical support for investment managers, strengthening relationships, and contributing to strategic analyses of new business opportunities.
CrowdfundingFinancial Services
Responsibilities
Provide quantitative and qualitative analytical support for manager oversight, including producing timely and accurate reports
Assist with new manager searches and screening
Monitor existing manager performance and provide insights
Offer ideas for potential new products and participate in strategic analysis of investment concepts and market developments
Conduct competitive analysis and prepare reports for senior management and business units
Assist with the 15(c) contract renewal process for sub-advisors, including coordinating materials and timelines
Collaborate on sub-advisor and investment projects with fund accounting, operations, compliance, and legal teams
Contribute materials and represent the investment management department at Board meetings and Investment Committee, Investment Risk Committee, and Final Proposal Review Committee meetings as needed. Participate in presentations to distribution and client groups as needed
Build relationships with sub-advisors to enhance fund monitoring and support investment management activities
Participate in TAM committees as needed, including but not limited to Valuation, Trade Oversight, Model Review, Operational Risk, Liquidity Risk, Sub-Adviser Due Diligence, and Product
Qualification
Required
Bachelor's degree in Economics, Finance, Accounting, or related field
At least two (2) years of investment manager research experience
CFA designation
Ability to write clearly and concisely in business formats
Effective interpersonal communication skills
Proficient in Excel and PowerPoint
Knowledge of securities and mutual fund industry
Highly ethical and professional demeanor
Ability to prioritize multiple responsibilities and meet deadlines
Preferred
MBA or related Master's degree in Economics, Finance, or Accounting
Familiarity with investment databases such as Morningstar, Bloomberg, FactSet, and eVestment
Familiarity with R programming language
Benefits
Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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
Company
Aegon Asset Management
Aegon Asset Management is a global, active investment manager.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Shawn C.D. Johnson
Chief Executive Officer
Recent News
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