Portfolio Management Analyst, Structured Credit and Real Estate

About this role

Job Family Investment Management About Us  

  At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.   

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.  

Who We Are  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .   

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.  

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.  

What We Do  

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.  

Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .   

Job Description Summary 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. Job Description 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 This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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 E

Similar jobs

• Portfolio Management Analyst — Palmettocleantech · 1616 Camden Rd Charlotte, NC 28203
• Senior Analyst, Structured Finance — Aypapower · United States
• Analyst, Real Estate (Portfolio Management) — Aresmgmt · Denver, CO
• Analyst, Real Estate (Portfolio Management) — Aresmgmt · Los Angeles, CA - Century City | Chicago, IL
• Portfolio Manager, Risk Capital — Upstart · Remote
• Financial Engineering – Project & Structured Finance Analyst — Raymond James · Los Angeles, California - United States
• Fixed Income Research Analyst, Structured Products — Fidelity Investments · Merrimack, NH
• Commercial Real Estate Underwriter/ Credit Products Portfolio Manager Sr. — "Flagstar Bank · Hicksville/102 Duffy Avenue/3797 | New York/1400 Broadway/114025