Provide investment analysis for institutional defined contribution retirement plan clients. Job Description Responsibilities - Support the design, evaluation, and launch of new retirement investment products in partnership with internal teams and external subadvisors. - Assist with investment due diligence and ongoing monitoring for retirement products, including CI - Ts, income solutions, and core and non-core menu investment options. - Evaluate investment universes and menus to identify strategies aligned with product and client needs. - Manage onboarding, rationalization, and lifecycle oversight of investments on the retirement menu to ensure offerings remain competitive. - Prepare investment analysis, recommendations, and materials for internal committees and governance forums. - Assist in the development, documentation, and ongoing maintenance of investment processes, including due diligence frameworks, quarterly and annual subadvisor oversight, and investment menu review practices. - Act as an investment resource and subject-matter expert for cross-functional partners including sales, product, legal, compliance, and operations. - Develop monthly and quarterly investment-related marketing, performance, and commentary collateral for internal and external use. - Support sales teams by answering investment inquiries, contributing to product positioning, and assisting with RFPs and client due diligence. - Monitor market trends, competitive offerings, and regulatory developments impacting the retirement investment platform. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field - Seven years of experience in investment research, manager due diligence, product development, or retirement investments - Ability to operate effectively in a fast-paced environment while managing multiple priorities and competing deadlines - Demonstrated comfort working in ambiguity and making sound decisions with incomplete or evolving information - Experience collaborating cross-functionally with product, sales, legal, compliance, operations, and senior leadership - Strong understanding of retirement plan investment structures, including CI - Ts, mutual funds, and group annuity platforms - Experience evaluating and monitoring public market investment strategies, with working knowledge of private market investments and their application within retirement-oriented products. Preferred Qualifications - CFA or completing coursework for CFA - Experience working with subadvisors, trust companies, or asset managers in a product, platform, or oversight capacity - Familiarity with ERISA considerations, fiduciary oversight, and investment governance frameworks - Exposure to retirement income strategies, private markets or multi-asset solutions. Compensation. The salary for this position generally ranges between $105,000 - $115,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 17.5% based on the Company Bonus Plan/ Individual Performance and is at the Company’s discretion. Working Conditions This is a hybrid position requiring three days (Tuesday-Thursday) in office per week in one of our hub locations (Cedar Rapids, Baltimore, Philadelphia, or Denver). Relocation assistance will not be provided for this position. Disclaimer:Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via Docu. Sign following a verbal offer—not through text or email. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401 k Match. Employee Stock Purchase Plan. Tuition Reimbursement. Disability Insurance. Medical Insurance. Dental Insurance. Vision Insurance. Employee Discounts. Career Training & Development Opportunities Health and Work/ Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance. Employee Assistance Program. Back-Up Care Program. PTO for Volunteer Hours. Employee Matching Gifts Program. Employee Resource Groups. Inclusion and Diversity Programs. Employee Recognition Program. Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ER - Gs), which are formed around a shared interest or a common characteristic of diversity. ER - Gs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. - It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. - As of December 31, 2023