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Transamerica
Transamerica
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceHealthcare
Transamerica is a financial services company focused on helping individuals and employers prepare for long-term financial needs. Its offerings include life insurance, retirement planning, mutual funds, annuities, employee benefits, and investment management. The company works with individuals, institutions, employers, and financial advisors, providing research-based tools, education, and guidance with particular emphasis on retirement security and evolving financial needs.
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Senior Portfolio Strategist, Investment Strategy

Shape Transamerica’s insurance investment portfolios by balancing liquidity, asset allocation and liability needs. The role also leads portfolio transfers and strategic investment initiatives.

USUnited StatesIAIowa
$135,000 – $175,000 / year
HybridFull-timeSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Help design and oversee customized investment portfolios for insurance accounts
  • Turn client goals, balance sheet limits, liabilities and regulatory rules into investment strategies and decisions
  • Manage General Account liquidity through cash forecasting and planning
  • Work with colleagues on portfolio optimization, transfers, derivative unwinds and related strategic actions
  • Review and approve proposed portfolio transfers
  • Help set benchmarks and maintain tactical asset allocation targets
  • Lead strategic work across asset classes and product portfolios
  • Advance investment initiatives, improve processes and handle ad hoc assignments
  • Develop investment presentations, analysis and communications for business development and RFP responses
  • Oversee quarterly portfolio activity reporting, including analysis, documentation and communication
  • Travel occasionally as needed, less than 10%

Requirements

  • Bachelor’s degree in business, finance or a related field
  • Six years of fixed income trading or portfolio management experience, ideally in the insurance industry
  • Broad understanding of asset classes and sectors, including corporate debt, public and private mortgage-backed securities, commercial and residential mortgage loans, and public and private high yield
  • Broad understanding of fixed income portfolio management methods
  • Familiarity with asset-liability management at life insurers and with life insurance products
  • Strong analytical and quantitative skills, including assessing portfolio risk, duration, liquidity and asset allocation tradeoffs
  • Advanced Excel skills and experience building financial models and portfolio analytics
  • Experience working with portfolio managers, actuaries, risk professionals and senior investment leaders
  • Ability to explain complex investment concepts and portfolio recommendations to both technical and non-technical audiences
  • Actuarial experience preferred
  • MBA, CFA and/or FSA preferred
  • Authorized to work in the U.S. without immigration sponsorship or employer-of-record immigration employment support

Benefits

  • Annual bonus under the Company Bonus Plan, based on individual performance
  • Pension plan
  • 401(k) matching
  • Employee stock purchase plan
  • Tuition reimbursement
  • Disability insurance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Employee discounts
  • Career training and development opportunities
  • At least 160 hours of paid time off in the first year of service
  • 10 paid holidays each year
  • Be Well holistic wellness program, including wellness coaching and reward dollars
  • 15 days of paid parental leave per calendar year for eligible employees with at least one year of service
  • Adoption assistance
  • Employee assistance program
  • Back-up care program
  • Paid time off for volunteer hours
  • Employee matching gifts program
  • Employee resource groups
  • Inclusion and diversity programs
  • Employee recognition program
  • Referral bonus programs

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