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

Candidates will be considered for either level of qualifications.

• 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.

• 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

• 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.