Investment Analyst – Trade Operations – Aegon AM – Aegon – Cedar Rapids, IA

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Aegon

Responsibilities:

  • Confirming/Settling trades with counterparties/custodians, working with the Front Office as needed
  • Daily collateral management process support
  • Solving problems by communicating issues to team members, Front Office, Client Services, custodians, and other impacted parties
  • Collaborate with a variety of internal and external parties to understand customer needs and ensure positive outcomes for our clients.
  • Continuous review of current processes to seek and implement efficiencies and process improvements
  • Partner with Client Reporting to provide accurate and timely trade and position data to clients
  • Daily publishing and reconciliation of cash/currency balances on Aladdin
  • Investigating and resolving discrepancies by working with banks and other groups within Asset Operations

Required Qualifications:

Intermediate Investment Analyst

  • Bachelor’s degree in finance, business, or related field
  • Two years of experience in the finance services industry or technical analysis
  • Strong customer service skills to anticipate and proactively address customer needs to ensure positive outcomes
  • Strong analytical and problem-solving skills
  • Proficiency using MS Office
  • Analytical, problem recognition and resolution, and communication skills.
  • Organizational skills with the ability to handle multiple assignments.

Entry Investment Analyst

  • Bachelor’s degree in finance, business, or related field
  • Up to two years of experience in the finance services industry or technical analysis
  • Proficiency using MS Office

Preferred Qualifications:

  • Experienced in Microsoft Office (Word, Excel, Power Point and Access)
  • Previous experience with fixed income and/or derivative instruments


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

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