Portfolio Analytics Analyst

Transamerica; Cedar Rapids (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Job summary

Transamerica is seeking an Investment Analytics Analyst to support portfolio managers and the Chief Investment Office. You will collect and organize quantitative information using Aladdin, Bloomberg, Clearwater Analytics, and Excel, while aiding in risk assessment and benchmark projects.

The role requires a quantitative degree, 1–2 years in fixed income analytics or asset management, and strong analytical skills to translate data into actionable insights for investment decisions.

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.

Responsibilities

• Collect, produce and organize quantitative information necessary for portfolio decision-making using tools such as Aladdin, Clearwater Analytics, Bloomberg, Excel, and Power BI.
• Handle recurring projects independently after initial training and adapt to market or portfolio-specific circumstances.
• Assist portfolio managers in modeling and analysis of asset-liability risks (duration, convexity, credit, reinvestment, liquidity).
• Provide analytical support for benchmark construction, trade analysis, and commentary on portfolio changes.
• Support evaluations of capital and yield positioning and communicate insights clearly to stakeholders.

Skills

Strong analytical skills

Proficient in Excel

Education

Bachelor’s degree in a quantitative discipline

Tools

Bloomberg

BlackRock Aladdin

Clearwater Analytics

Job description

Transamerica is seeking an Investment Analytics Analyst to support portfolio managers and the Chief Investment Office. You will collect and organize quantitative information using Aladdin, Bloomberg, Clearwater Analytics, and Excel, while aiding in risk assessment and benchmark projects.

The role requires a quantitative degree, 1–2 years in fixed income analytics or asset management, and strong analytical skills to translate data into actionable insights for investment decisions.