Portfolio Analyst Intern (Summer 2027 and Fall 2027)

Transamerica is a financial services company providing insurance, retirement, and investment solutions. The Portfolio Analyst Intern will support the Portfolio Analytics Group and portfolio management teams through analytical, organizational, reporting, and special project work for fixed income portfolios.

What you'll do:

• Assist in supporting Portfolio Analysts, Tactical Portfolio Managers and Portfolio Strategists
• Create and update portfolio management reports on a weekly, monthly, and quarterly basis
• Create a monthly client reporting package for all divisions within the company
• Enhance understanding of the investment industry and economy through various readings, meetings, and projects
• Developing skills and knowledge of different investment software (e.g. Aladdin and Bloomberg)
• Assist in miscellaneous special projects

What they're looking for:

• Must be currently enrolled full-time at a college or university pursuing a Business or related degree
• This internship is not available for students who have completed their undergraduate degree or who will graduate prior to the conclusion of the internship
• Strong written & verbal communications skills
• Ability to work independently and as part of a team
• Detail-oriented
• Reliable, dependable
• Working knowledge of Microsoft Word, PowerPoint, Excel
• Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes
• At this time, this role is not eligible for immigration-related employment authorization sponsorship
• Advanced Excel skills (power query, VBA, etc.)
• Exposure to PowerBI
• Knowledge of economics, economic data, and economic forecasting

Benefits:

• Intern-exclusive events and networking opportunities throughout the summer
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance