Portfolio Analyst

21 hours ago


Cedar Rapids, Iowa, United States Aegon Asset Management Full time
Job Title: Portfolio Analyst

Aegon Asset Management is seeking a highly detail-oriented and analytical individual to join our team as a Portfolio Analyst. In this role, you will provide analytical support to our portfolio managers, assisting with the collection, production, and organization of quantitative information necessary for portfolio decision-making.

Responsibilities:
  • Collect and analyze data from various sources, including Blackrock's Aladdin system, Bloomberg, Excel, and Business Objects.
  • Assist portfolio managers in modeling and analysis of historical, current, and potential asset-liability risks, such as duration, convexity, credit, reinvestment, and liquidity.
  • Contribute to projects such as liability benchmark construction, performance attribution, evaluation of capital and earnings management issues, and stress-testing of portfolios.
  • Develop and maintain strong relationships with internal stakeholders, including portfolio managers, traders, and risk managers.
Requirements:
  • Bachelor's degree in finance, economics, mathematics, actuarial science, or computer science.
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment.
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
  • Proficiency in Excel and other financial software applications.
  • Strong business understanding of investments and financial concepts.
Preferred Qualifications:
  • Up to two years of investment experience.
  • Skills or experience in mathematical modeling or financial analysis using spreadsheets.
  • Knowledge of bond analytics.
  • Working towards CFA designation.

Aegon Asset Management is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive rewards program, including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities.



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