Insurance Fixed Income Analyst — Portfolio Strategy

Transamerica; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

401(k) match

Tuition reimbursement

Medical, dental, vision insurance

Paid time off starting at 160 hours annually

Wellness program

Parental leave

Job summary

Transamerica is seeking a professional to support institutional fixed income portfolio management through investment analysis and regulatory capital evaluation. The role involves building analytical models for asset selection, conducting market research, and preparing investment documentation.

Ideal candidates have a bachelor's degree in a quantitative field and 1-2 years of experience in investment analytics. Proficiency with Excel and Bloomberg is required. The company offers competitive pay, comprehensive benefits, and a commitment to diversity and inclusion.

Qualifications

• 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.

Responsibilities

• Build and maintain analytical models for asset selection and cash flow projections.
• Conduct sector, issuer, and market research to support portfolio construction.
• Assist in the preparation of investment memos and governance documentation.

Skills

Analytical skills

Proficiency in Excel

Bloomberg experience

BlackRock Aladdin experience

Clearwater Analytics experience

Education

Bachelor’s degree in a quantitative discipline

Tools

Excel

Bloomberg

BlackRock Aladdin

Clearwater Analytics

Job description

Transamerica is seeking a professional to support institutional fixed income portfolio management through investment analysis and regulatory capital evaluation. The role involves building analytical models for asset selection, conducting market research, and preparing investment documentation.

Ideal candidates have a bachelor's degree in a quantitative field and 1-2 years of experience in investment analytics. Proficiency with Excel and Bloomberg is required. The company offers competitive pay, comprehensive benefits, and a commitment to diversity and inclusion.