Senior Analytical Reporting Analyst - ALM & Power BI Development (Hybrid)

Job Family Treasury, Capital Management and Asset Liability Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description Summary As our Senior Analytical Reporting Analyst – ALM & Power BI Development you will be responsible for ALM analytics and reporting, and investment dashboard development. Produce model inputs and perform business analysis to deliver key performance indicators and ensure efficient operations, including the creation of asset inventories, economic assumptions, and both business unit and enterprise-wide ALM investment and risk reporting packages. Provide timely, quality resolution of inquiries and ad hoc requests. This role will also focus on dashboard development with Power BI for the general account. Job Description 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. Responsibilities: Run business processes and manage phases of projects that directly impact Transamerica financials. Support enterprise-wide market risk sensitivity calculation and QoQ change attribution as well as stress scenario to access investment portfolio risks and asset liability mismatch risks. Assess general account portfolio performance attribution vs. benchmark, as well as associated impact with derivatives programs. Lead the General Account Dashboard (Power BI based) development to enhance portfolio transparency and deliver real-time GA investment insights and key metrics to stakeholders. Engage in annual discussions regarding economic assumption changes and facilitate the creation of model files that reflect the updated assumptions. Assist customers in explanation of model results attribution and reconciliation. Complete required change management documentation each quarter for assumption and/or system updates. Resolve potential issues; escalate as appropriate. Improve processes to increase reliability and accuracy of results. Assist audit partners by providing requested documentation and information as needed. Maintain professional and technical knowledge; attend educational workshops, review professional publications, establish personal networks, and participate in professional societies. Mentor more junior staff as needed. Qualifications: Bachelor’s degree in math, actuarial science, statistics, related science field, finance, or related business field Three years of related experience (or one with Master’s degree) Expert level process knowledge in two or more of the following areas: Insurance liability, asset valuation, derivatives modeling, liquidity management, machine learning, artificial intelligence Good understanding of investment and finance concepts, and be able to creatively apply them in solving analytical problems in the business setting Preferred Qualifications: Experience working with asset liability management and/or investment portfolio management processes in insurance or banking Expert-level proficiency in Power BI, including advanced DAX, Power Query, semantic data modeling, dashboard optimization, visualization, and Power BI Service Working knowledge of investment or asset data, with the ability to understand portfolio holdings, security-level data, and key financial metrics. Prior experience with insurance, asset management, or investment reporting is preferred Demonstrated ability to design scalable, user-friendly dashboards that support executive decision-making Strong SQL skills and experience integrating data from multiple system sources Working Conditions: Hybrid (Tuesdays, Wednesdays & Thursdays in the office) Location: Baltimore, MD or Cedar Rapids, IA Compensation: The Salary for this position generally ranges between $97,000 - $110,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. Disclaimer: Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or email. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employe