Senior Investment Analyst, Securities Ops-Aegon AM

Aegon Cedar Rapids , IA 52402

Posted 2 days ago

Responsibilities:

  • Review and process complex transactional information on AEGON Asset Management's portfolio of fixed income and equity securities.

  • Research and resolve principal and interest differences with custodial banks and other internal teams.

  • Reconcile, investigate variances and adjust securities holdings information within the Investment Accounting system, Trading system and Custodial Bank systems.

  • Analyze income for appropriateness on all current securities holdings, research variances and work with internal and external groups to make needed adjustments.

  • Assist in or lead the completion of customer requests with exceptional service levels.

  • Onboard new clients through collaboration with other operational teams, client services, custodians and front office.

  • Demonstrate an understanding of the flow of information, systems, and reporting tools, and use that knowledge to analyze, troubleshoot and document complex securities 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 Investment Analyst:

  • Bachelor's degree in Finance or related field.

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

  • Very strong customer service skills

  • Demonstrated ability to anticipate and proactively address underlying customer needs to ensure positive outcomes for our clients

  • Developed analytical, complex problem recognition and resolution, and organizational skills

  • Demonstrated ability to communicate professionally with a variety of internal and external parties

  • Ability to independently prioritize and work on multiple assignments with changing priorities

  • Experience with Aladdin required

Intermediate Investment Analyst:

  • Bachelor's degree in Finance or related field.

  • 3+ 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.

  • Process improvement experience preferred, 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).

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.

Company information

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.

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 Transamerica Companies. 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, please contact: applicantsupport@transamerica.com.

Technical Assistance:

If you experience technical problems during the application process, please email applicantsupport@transamerica.com.

Apply

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Transamerica Transamerica careers

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Learn more

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