Senior Portfolio Strategist, Investment Strategy

Transamerica

. Support the design, management, and oversight of customized insurance investment portfolios .

Posted 10/21/2026full-timeCedar Rapids • Iowa • United StatesSenior💰 $135,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customized insurance investment portfolios, translating complex client objectives into strategic portfolio decisions, and optimizing asset allocation across various asset classes. Strong analytical skills are essential for evaluating portfolio risks and communicating investment strategies effectively to diverse stakeholders.

Highest-signal resume keywords

Fixed Income Trading ExperiencePortfolio Management TechniquesAsset-Liability ManagementAdvanced Excel ProficiencyAnalytical And Quantitative Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio OptimizationCash ForecastingInvestment AnalysisRisk EvaluationFinancial ModelingTactical Asset AllocationPortfolio ReportingDerivative TransactionsBenchmark SettingInvestment Presentations

Soft Skills

Communication SkillsCollaboration SkillsLeadership Skills

Certifications & Qualifications

MBACFAFSA

Industry Keywords

Insurance IndustryAsset ClassesMortgage-Backed SecuritiesHigh Yield SecuritiesInvestment StrategiesPortfolio RiskLiquidity ManagementInvestment ReportingBusiness DevelopmentRFP Responses

About the role

Key responsibilities & impact

Support the design, management, and oversight of customized insurance investment portfolios
Translate client objectives, balance sheet constraints, liability considerations, and regulatory requirements into portfolio strategies and investment decisions
Manage the General Account liquidity position, including cash forecasting and planning
Collaborate on portfolio optimization initiatives, portfolio transfers, derivative unwind transactions, and other strategic actions
Lead review and approval of portfolio transfer proposals
Support benchmark setting and maintain tactical asset allocation targets
Lead and execute strategic initiatives across asset classes and product portfolios
Contribute to strategic investment initiatives, process improvements, and ad hoc assignments
Prepare investment presentations, analyses, and communications for business development and RFP responses
Manage quarterly investment reporting, including analysis, documentation, and communication of portfolio activity
Occasional travel under 10% as needed

Requirements

What you’ll need

Bachelor’s degree in business, finance or relevant field
Six years of fixed income trading or portfolio management experience, preferably within the insurance industry
Broad knowledge of asset classes/sectors, including corporates, public and private mortgage-backed securities, commercial and residential mortgage loans, and public and private high yield
Broad knowledge of fixed income portfolio management techniques
Familiarity with asset-liability management for life insurance companies and life insurance products
Strong analytical and quantitative skills, including experience evaluating portfolio risk, duration, liquidity, and asset allocation tradeoffs
Advanced proficiency in Excel and experience developing financial models and portfolio analytics
Experience collaborating with portfolio managers, actuaries, risk professionals, and senior investment leadership
Ability to communicate complex investment concepts and portfolio recommendations to technical and non-technical stakeholders
Preferred: actuarial experience
Preferred: MBA, CFA, and/or FSA
Legal authorization to work in the U.S. without immigration sponsorship or employer-of-record immigration employment support

Benefits

Comp & perks

Annual bonus based on the Company Bonus Plan/Individual Performance
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually in the first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
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