Portfolio Manager, Private Credit

Transamerica

Manage and oversee third-party asset managers focusing on Private Credit strategies. Leading investment activities to ensure alignment with objectives and performance expectations.

Posted 4/30/2026full-timePhiladelphia • New York, Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $165,000 - $210,000 per yearWebsite

About the role

Key responsibilities & impact

Manage the selection, diligence, onboarding, and ongoing oversight of third-party asset managers
Assist with due diligence of individual investment opportunities and new investment strategies, including underwriting, documentation review, and committee presentations
Support the development and implementation of investment and risk management strategies, portfolio optimizations, and portfolio construction
Monitor mandates, managers, deployment, guidelines, compliance, risk, and performance for the Private Credit portfolio
Maintain market intelligence on Private Credit asset classes, trends, and relative value
Lead reporting and portfolio management tools, evaluate and onboard new technologies
Partner with internal and external stakeholders to lead strategic initiatives focused on delivering superior investment results and maximizing value creation

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, Accounting, or a related field
Eight years of progressive experience investing in Private Credit asset classes
Experience conducting investment and operational due diligence on asset managers and identifying best practices across a range of strategies and instruments
Demonstrated ability to due diligence new investment opportunities by leveraging deep knowledge of private markets, asset managers, asset classes, and investment frameworks within life insurance organizations
Knowledge of insurance investment concepts, regulatory frameworks, and risk-based capital requirements
Advanced Excel skills for sourcing, managing, and analyzing data for ad hoc requests, formal projects, and reporting
Proficiency in PowerPoint, including preparation of executive-ready presentations
Strong written and verbal communication

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment strategiesrisk managementportfolio optimizationdue diligenceunderwritingdocumentation reviewadvanced ExcelPowerPoint proficiencydata analysis

Soft Skills

communicationstakeholder managementleadershipstrategic thinking