Portfolio Analyst - Aegon AM
Responsibilities:
- Collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, Bloomberg, Excel and Business Objects.
- Some projects will be recurring in nature and others will be designed to address specific circumstances that have arisen in the markets or in specific portfolios.
- Recurring projects will likely constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training.
- Assist portfolio managers, typically having been given direction, in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios.
- Other areas where analytical support will be required include projects such as liability benchmark construction, performance attribution, evaluation of capital and earnings management issues, and stress-testing of portfolios.
Required Qualifications:
- Entry level analyst position requiring a BA (preferably in finance, economics, mathematics, actuarial science or computer science).
- Highly detail oriented.
- Strong communication skills, both verbal and written.
- Strong quantitative skills.
- Proficient with excel.
- Solid business understanding of investments and financial concepts.
Preferred Qualifications:
- Up to two (2) years of investment experience is preferred.
- Skills or experience in mathematical modeling or financial analysis using spreadsheets.
- Knowledge of bond analytics.
- Working towards CFA designation is preferred.
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
We are open to considering flexible working practices. Please talk to us about what this means for you.
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