Job Description
Responsibilities
- Source and screen mergers and acquisitions, divestitures, joint ventures, and investment opportunities.
- Build valuation, pro forma, and scenario models and synthesize market and competitive insights.
- Lead transaction execution from letter of intent through close, including due diligence and structuring.
- Drive cross-functional workstreams across Finance, Legal, Tax, Actuarial, and Risk.
- Prepare investment memoranda and board-level materials and present recommendations to senior leaders.
- Manage external advisors and counterparties and apply transaction-specific negotiation strategies.
- Mentor and manage junior team members and review analyses and deliverables for quality and accuracy.
- Monitor industry trends and regulatory developments to inform deal theses and strategic priorities.
- Support integration planning and synergy and value capture tracking, as needed.
- Maintain confidentiality, internal controls, and transaction documentation throughout the deal lifecycle.
Qualifications
- Bachelor’s degree in finance, business, economics, or a related field
- Eight years of experience in corporate development, investment banking, or financial analysis
- Experience managing direct reports or leading cross functional teams
- Strong financial modeling and valuation skills
- Experience leading complex projects with limited supervision
- Knowledge of the financial services industry and Transamerica’s business lines
- Proficiency in Microsoft Word, Excel, and PowerPoint
Preferred Qualifications
- Master of Business Administration (MBA)
- Background in finance, legal, or actuarial disciplines
- Experience in mergers and acquisitions or strategic partnerships
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Working Conditions
- Office Environment- hybrid
- Occasional Travel <10%
- Travel primarily for meetings with third parties and external partners as necessary to support initiatives
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 in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request
The Salary for this position generally ranges between $146,000 - $170,000 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.
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
Benefits Package
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
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
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023