Description and Qualifications
The Transamerica companies offer a wide array of innovative financial services and products with a common purpose: to help individuals, families, and businesses build, protect and preserve their hard-earned assets. With more than a century of experience, we have built a strong reputation on solid management, sound decisions and consumer confidence. The Transamerica companies are wholly-owned subsidiaries of AEGON N.V., an international life insurance, pension, and asset management company based in The Hague, the Netherlands. AEGON has businesses in over twenty markets in the Americas, Europe and Asia serving over 40 million customers across the globe.For more information, visit
Support asset gathering and retention activities. The Product Strategist will use their specialized skills to lead all strategic aspects of product analysis across equity, fixed income and alternative strategies.
Analyze product trends and the competitive environment, including the way target competitors are commercializing their products and competing in the marketplace.
Cross functional role interfacing with Product Managers, Distribution, Marketing,Investments and Business Development on a regular basis.
Serve as resource for assessing what products are in demand, worth selling and what range of people to market them to
Design creative ways to present investment strategy analytics and competitive information
Observe where competitors are performing well and where they are performing sub-par
Maintain an in-depth understanding and knowledge of our investment approach and market outlook by working with our CIOs, Investment Analysts, sub advisers, and senior members of management team
Conduct intense investment research and report on market developments and broader industry trends
Raise competitive issues on product offerings to Product Mangers and Senior Management
Collaborate with Product Managers, Distribution, Marketing, Investments and Business Development to help to help maximize commercial opportunities
Ongoing monitoring of the
macro investment environment as well as monitoring of performance, valuation, and expectations for a broad range of asset classes and how the information may impact Transamerica’s Variable Annuity and Investment products
Contribute to the preparation of new business presentations, requests for proposals and other documents as required.
3 - 7 years related industry experience either in asset management organization or other financial services institution specifically in mutual funds, alternative investments, other registered/non-registered investment offerings.
Comprehensive knowledge of financial markets, trends, products and investment techniques.
Strong analytical skills and experience in use of quantitative portfolio analysis tools.
Familiarity in uses of retail and institutional industry databases and research tools such as SimFund, Morningstar Direct, Lipper, etc…
Ability to present, articulate a point of view and influence an audience.
Critical thinker who is a quick learner and decisive; responsive decision maker.
Strong written, verbal, and interpersonal skills.
Ambitious work ethic and proven professional disposition.
Demonstrated leadership in managing change and innovation.
Able to work effectively with other businesses as a team player
Experience with the basic concepts of investment portfolio management and the principals governing fiduciary investing.
MBA desired. CFA or CIMA preferred (but not necessary).
How to Apply:
To apply for this position, please follow the online application process. Be sure to fully complete the form and include your resume. If you experience technical problems during the application process, please email
Equal Employment Opportunity:
Transamerica Life Insurance Company (Realty Advisors, LLC) is an equal opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please inform the Human Resources department if you need assistance completing any forms, or to otherwise participate in the application process.
Sales & Marketing
Transamerica.com - 18 months ago