Senior Investment Analyst - Client Reporting And Onboarding - Aegon AM

Transamerica Life Insurance Company Cedar Rapids , IA 52402

Posted 2 months ago

Job Family

Inv Analyst Middle Office

Job Description Summary

Company Overview:

Aegon Asset Management is a global investment firm with employees located in North America, Europe and Asia. Investment offerings for Aegon Asset Management US and Aegon Real Assets US include credit strategies, global equity, multi-asset and real asset strategies, and customized investment solutions. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers. We are committed to excellence, trust and building long-term partnerships with clients.

Position Overview:
Aegon Asset Management is seeking a qualified candidate for the position of Intermediate/Senior Investment Analyst within the Client Reporting and Onboarding Team. Client Reporting and Onboarding is a team within Aegon Asset Management that is responsible for the coordination and setup of new clients and the generation and analysis of client deliverables. The Client Reporting and Onboarding Team interacts heavily with many other departments within Aegon Asset Management and with external custodians and vendors.

Job Description

Responsibilities:

  • Facilitate the portfolio administration function

  • Facilitate the onboarding of custodians through the client and product implementation process within operations

  • Partner with Audit on the surprise custody exam

  • Partner with the Client Service team for onboarding and reporting

  • Communicate as required with external clients as well as other internal business units

  • Actively participate in any application improvements from requirements gathering to final UAT testing and implementation

  • Demonstrate an understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and resolve issues.

  • Contribute ideas for, and implement, improvements to efficiency, accuracy and controls in relation to assigned work, projects or other process enhancements.

  • Performs or leads assigned tasks or projects

Required Qualifications:

Senior Qualifications

  • Bachelor's degree in Finance or related field.

  • 5 years of related experience in financial services industry or technical analysis.

  • Proven ability to collaborate with a variety of internal and external parties to understand customer needs and ensure positive outcomes for our clients.

  • Strong process improvement experience with the ability to recognize opportunities within own role.

  • Strong analytical, problem recognition and resolution, and communication skills.

  • Strong organizational skills with the ability to handle multiple assignments.

Intermediate Qualifications

  • Bachelor's degree in Finance or related field.

  • 2 years of related experience in financial services industry or technical analysis.

  • Proven ability to collaborate with a variety of internal and external parties to understand customer needs and ensure positive outcomes for our clients.

  • Strong process improvement experience with the ability to recognize opportunities within own role.

  • Strong analytical, problem recognition and resolution, and communication skills.

  • Strong organizational skills with the ability to handle multiple assignments.

Preferred Qualifications:

  • Proficient in Microsoft Office (Word, Excel, Power Point and Access).

  • Previous securities experience with fixed income securities

  • Project management experience

  • Previous experience with data warehouse and reporting tools

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

Why Work for Us

Total Rewards at Transamerica: It's more than a paycheck.

Our comprehensive Total Rewards package is designed to help support you in many ways throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind to help you live your best life, grow personally and professionally - and feel valued for the work you do.

Learn more about our Total Rewards Package.

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity 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 Transamerica Companies. Please contact: applicantsupport@transamerica.com 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.

Ontario Applicants:

Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com 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 applicantsupport@transamerica.com.


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Senior Investment Analyst - Client Reporting And Onboarding - Aegon AM

Transamerica Life Insurance Company