Job Description
Job Family Product and Propositioning Marketing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description Summary Provide investment analysis for institutional defined contribution retirement plan clients. Responsibilities Job Description 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 CITs, 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 CITs, mutual funds, and group annuity platforms Experience evaluati