Transamerica

Portfolio Manager, Structured and Real Estate

Transamerica

full-time

Posted on:

Location Type: Hybrid

Location: Philadelphia • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Support the selection, diligence, onboarding, and ongoing oversight of third-party asset managers
  • Support and/or lead the due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations
  • Support and/or lead the day-to-day management of the structured asset and real estate portfolio
  • Support and/or lead the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction
  • Monitor market developments, conduct in-depth sector and collateral research, and formulate investment views to support the management of the portfolio
  • Lead the development of quantitative modeling frameworks, portfolio management tools, and the onboarding and integration of new technologies
  • Partner with internal and external stakeholders to lead strategic initiatives focused on delivering superior investment results and maximizing value creation.

Requirements

  • 6-8 years of progressive experience in investing in public and private structured assets and real estate debt
  • Experience underwriting and/or diligencing complex private structured credit transactions
  • Experience working with complex transaction structures, reviewing documentation, and evaluating collateral
  • Excellent modeling and analytical skills, including modeling cashflow waterfalls, collateral pools, and individual assets
  • Familiarity with insurance investment concepts, insurance regulatory frameworks, and risk-based capital
  • Advanced Excel skills and prior experience working with Intex and/or Trepp with a focus on modeling
  • Bachelor's Degree in a quantitative discipline
Benefits
  • Competitive Pay
  • Bonus for Eligible Employees
  • Benefits Package
  • Pension Plan
  • 401k 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
quantitative modelingportfolio managementcashflow modelingcollateral evaluationrisk management strategiesportfolio optimizationdocumentation reviewunderwritinganalytical skillsinvestment strategies
Soft Skills
leadershipstakeholder managementstrategic initiativescommunicationcollaboration