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Job Listings
Position: Lead Investment Performance Analyst
- Aegon - Cedar Rapids, IA or Los Angeles, CA
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. It is here where AEGON USA is headquartered.
This position will be with US AEGON Asset Management, the organization
which oversees asset management for many of AEGON USA's 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 Louisville, Kentucky.
Our Performance Measurement and Attribution Group is responsible
for calculating, reconciling, and analyzing the performance of
AEGON holdings. This group is looking for a Lead Investment Analyst
to contribute in the Securities Operations Department. The successful
candidate will lead a team responsible for measuring and analyzing
the investment performance attribution for a wide array of investment
vehicles under the company management.
Job Summary:
Lead a team responsible for performance attribution analysis and
reporting. Primary responsibilities include:
• Supervise daily activities, coordinate and assign responsibilities,
and manage the development and performance of team members
• Produce value-added analysis of performance results, attribution,
and related data, define relevant information for asset classes
including public and private fixed income, commercial mortgage
loans, equities and alternative investments, and give insight
into the sources and trends relating to performance
• Analyze and interpret data for purpose of determining contributing
factors to performance results and comparison to benchmarks for
users who must make economic or business decisions
• Apply highly developed analytical and financial product
knowledge and judgment to complex activities
• Anticipate and plan for customer needs, and ensure customer
requests are completed with exceptional service levels
• Ensure the integrity of data used for performance reporting
and proactively lead or work with cross-functional teams to remedy
discrepancies
• Evaluate and analyze calculations and assumptions to ensure
accuracy in reported numbers
• Work collaboratively with other departments or divisions
to ensure business issues are resolved for the success of the
company
• Initiate and lead implementation of improvements to efficiency,
accuracy, controls, and customer service levels in relation to
team processes, projects or other process enhancements
•Lead or participate on project teams serving as a subject
matter expert in performance measurement and attribution
Qualifications:
• Bachelors Degree, preferably in Finance or related field
• Advanced degree and/or appropriate professional certifications
(i.e. CFA, CIPM, etc.)
• Eight to ten years business experience, including at least
six years experience in the institutional securities industry
with at least three years performance measurement and/or attribution
experience
• Three to five years supervisory or management experience,
with strong demonstrated leadership abilities
• Advanced knowledge of fixed income products ,investment
processes, and databases/trading systems
• Advanced knowledge of investment performance calculations,
analysis, and GIPS concepts
• Ability to communicate effectively both orally and in writing
with a variety of audiences including investment professionals
and upper management
• Demonstrated ability to establish effective working relationships
throughout the organization
• Ability to independently prioritize and work on multiple
projects and assignments simultaneously for self and others
• Very strong customer service skills, with a focus on continuous
improvement
• Highly developed analytical, problem recognition and resolution,
organizational, and communication skills with strong attention
to detail and accuracy
• Self-motivated, proactive, and works well under pressure
• Advanced skills in Excel
• Working knowledge of desktop tools such as MS Word, Access,
and Project
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