Portfolio Management Analyst, Structured Credit and Real Estate

Investment Management Role

This role will support the selection, onboarding, and oversight of third-party asset managers, with a focus on structured assets and real estate, including RMBS, CMBS, CLOs, Public ABS, Private ABF, residential and commercial real estate whole loans, and other related strategies. In addition, the role will support the due diligence of individual assets and investment strategies, portfolio construction, quantitative asset modeling, and day-to-day portfolio management.

Responsibilities

• Support the selection, diligence, onboarding, and ongoing oversight of third-party asset managers
• Support the due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations
• Support the day-to-day management of the structured asset and real estate portfolios
• Support the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction
• Monitor market developments, conduct sector and collateral research, and assist in formulating investment views to support the management of the portfolio
• Assist in the development of quantitative modeling frameworks, portfolio management tools, and the onboarding and integration of new investment technologies
• Assist senior investment staff with strategic initiatives focused on delivering superior investment results and maximizing value creation

Qualifications

• Bachelor's degree in a quantitative discipline
• 1-2 years of relevant experience in fixed income investment analytics, insurance investments, or institutional asset management
• Experience in a front-office investment role at a bank, hedge fund, asset management firm, or insurance company
• Proficient in Excel
• Experience using Bloomberg, BlackRock Aladdin, and Clearwater Analytics
• Strong analytical skills with the ability to translate analysis into clear, actionable recommendations

Preferred Qualifications

• Prior experience at an asset management firm or insurance company supporting the investment processes for structured credit and/or real estate assets
• Proficiency working with and analyzing large sets of investment data, including leveraging AI to facilitate workloads
• Basic understanding of insurance asset management and fundamental asset liability management concepts, including risk-based capital
• Some knowledge of structured credit analytics, including duration, OAS, convexity, prepayments, and loss metrics (i.e. CDR, CGL, CNL, LGD, etc.)
• Prior exposure to Aladdin, Intex, Trepp, or similar structured asset modeling tools
• Some exposure to the use of AI to support research, process improvement, and efficiency
• Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designation

Working Conditions

• Office Environment
• Occasional Travel <10%
• Internal travel as needed

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation 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.
• Adoption Assistance
• Employee Assistance 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. ?

* As of December 31, 2023