Transamerica
Transamerica
Transamerica — жеке тұлғалар мен жұмыс берушілерге ұзақ мерзімді қаржылық қажеттіліктерге дайындалуға көмектесуге бағытталған қаржылық қызметтер компаниясы. Оның ұсыныстарына өмірді сақтандыру, зейнетақыны жоспарлау, өзара қорлар, аннуитеттер, қызметкерлерге берілетін жеңілдіктер және инвестицияларды басқару кіреді. Компания жеке тұлғалармен, мекемелермен, жұмыс берушілермен және қаржылық кеңесшілермен жұмыс істеп, зерттеулерге негізделген құралдар, білім беру және кеңес ұсынады. Бұл ретте зейнетақы қауіпсіздігіне және өзгеріп отыратын қаржылық қажеттіліктерге ерекше мән береді.

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.

Сипаттама

  • 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%

Талаптар

  • 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

Артықшылықтар

  • 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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