Intermediate Investment Performance Analyst – Aegon AM – Aegon – Cedar Rapids, IA

  1. Home
  2. Intermediate Investment Performance Analyst – Aegon AM – Aegon – Cedar Rapids, IA

Aegon

Candidates will be considered for either level of qualifications.

Responsibilities:

  • Interpret financial data from various systems to calculate performance results for fixed income asset classes.
  • Apply analytical and financial product knowledge and judgment to team processes.
  • Analyze and interpret performance results, data, and issues for users who must make economic or business decisions.
  • Ensure the integrity and accuracy of data used for performance reporting and collaborate with cross-functional teams to remedy discrepancies.
  • Ensure that performance results are consistent with Global Investment Performance Standard (GIPS) requirements.
  • Demonstrate an understanding of the flow of information, systems, and reporting tools to troubleshoot issues.
  • Contribute ideas and assist in implementation of improvements to efficiency, accuracy, and controls in relation to assigned work, projects, or other process enhancements.
  • Contribute to project work as assigned.

Required Qualifications:

  • Investment Performance Analyst
  • Bachelor’s degree in finance, or related field
  • Analytical skills with attention to detail and accuracy
  • Self-motivated, proactive, and works well under pressure
  • Advanced skills in MS Excel, and working knowledge of Access

Intermediate Investment Performance Analyst

  • Bachelor’s degree in finance or related field
  • Three years of relevant experience in the financial services industry. Graduate degree may be substituted for up to two years of experience.
  • Working knowledge of fixed income products and investment processes
  • Ability to communicate effectively orally and in writing with a variety of audiences
  • Ability to work on multiple projects and assignments with minimal supervision
  • Strong customer service skills, with a focus on continuous improvement
  • Strong analytical, problem recognition and resolution, and organizational skills with attention to detail and accuracy
  • Self-motivated, proactive, and works well under pressure
  • Advanced skills in MS Excel
  • Working knowledge of MS Word, Access, PowerPoint

Preferred Qualifications:

  • Working knowledge of fixed income products and investment processes
  • Progress toward advanced degree or appropriate professional certifications (i.e. CFA or CIPM)
  • Advanced skills using formulas, pivot tables, VBA


Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

Source:

Menu