Description and Qualifications
AEGON USA Realty Advisors
, an AEGON company, is a leader in the worldwide insurance industry for over 40 years. AEGON is an international pension, insurance and financial services organization. Realty Advisors is located in Cedar Rapids, Iowa, where approximately 3500 individuals are employed.
This position will be with US
AEGON Asset Management
(USAAM), the organization which oversees asset management for many of AEGON USAs operating companies as well as third party clients. Asset classes include public bonds, private placements, commercial mortgage loans, derivatives and alternative investments. Significant funds are invested in nearly every fixed income and real estate sector. The AEGON Asset Management organization has operations in Europe, the United States and Asia. Primary offices in the United States are located in Cedar Rapids, Iowa and Baltimore, Maryland.
This position will be located in Cedar Rapids, IA.
Securities Derivatives Valuation Group
is responsible for the accurate and timely valuation of securities, derivatives and some mortgage loans for USAAM. Some of the assets valued are managed by units of AEGON Asset Management in other countries. This group is looking for a Senior Investment Analyst to contribute in the Middle Office Department. The successful candidate will assist our team in the valuation of a wide array of investment vehicles under the company management.This position will primarily focus on derivatives, but may assist in other asset classes. This position will be filled at the Senior or Lead Investment Analyst level depending the experience, skills and needs of the organization.
Drive the pricing process for assigned asset classes, including:
understand complexities of deals to ensure accurate and timely valuations
propose valuation methods where appropriate
collaborate with front office and other stakeholders as new instruments are considered for trading
construct and maintain pricing configurations in systems
research, analyze and resolve price variances and issues
obtain market data and prices via automated feeds, brokers, models and other approved valuation sources and methods
maintain the relationship with pricing vendors to ensure timely receipt of accurate prices.
Assist in the development and implementation of, and ensure adherence to, valuation policies and appropriate pricing procedures
Assist with the research, design, building and testing of valuation model output to determine reasonableness
Apply advanced analytical and financial product knowledge and judgment to complex instruments and activities
Provide project management support for large, complex projects - defining deliverables, setting schedules, and producing results with strong communication and negotiation skills.
Enhance data quality processes, manage pricing challenges and research/resolve issues.
Support compliance with internal risk policies and controls by identifying risks, implementing effective controls and maintaining evidence of controls in an effective manner
Complete customer requests with excellent service levels
Work effectively with other departments or divisions to ensure business issues are resolved for the success of the companyInitiate and lead implementation of improvements to efficiency, accuracy, controls, and customer service levels in relation to assigned work, projects or other process enhancements
Job ID 14343
Bachelors Degree, preferably in finance, business, mathematics, actuarial science, or related field
Advanced degree and/or appropriate professional certifications (i.e. CFA) is preferred
Three to five years business experience, including at least three years of experience in the institutional securities industry (preferably within the functional areas of pricing, risk management, trading, or modeling of complex financial instruments)
Demonstrated leadership abilities in a formal or informal settting
Significant knowledge of financial products , investment processes, and databases/trading systems (derivatives experience strongly preferred)
Strong analytical, problem recognition and resolution, organizational, and communication skills with strong attention to detail and accuracy
Self-motivated, proactive, and works well under pressure
Strong customer service skills, with a focus on continuous improvement
Ability to independently prioritize and work on multiple projects and assignments simultaneously
Ability to communicate effectively, both orally and in writing, with a variety of audiences including investment professionals and upper management
Advanced skills in Excel
Knowledge of or experience with PAM, Murex, Aladdin (or similar systems) strongly preferred
Working knowledge of desktop tools such as MS Access, Project, Word, Excel, etc.
Realty Advisors is an equal opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, medical condition, marital status, citizenship status, military service status, or other basis protected by law. When necessary, Realty Advisors will reasonably accommodate employees and applicants with disabilities if the person is otherwise qualified to safely perform all of the essential functions of the position.
Transamerica.com - 18 months ago