Due Diligence Analyst - Securities​/Insurance

Job Family

Product Development / Implementation

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.

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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.

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.

Perform analysis, due diligence, implementation management, and ongoing monitoring of product offerings through World Financial Group (US and Canada) or Transamerica Financial Advisors. Maintain a robust database of approved products and analyze new product requests for expanded company offerings in alignment with strategic objectives.

• Review products for approval to sell on WFG/TFA company platforms for either life and fixed/variable annuity insurance products, or mutual fund, money management, and retirement products.
• Perform initial intake, data collection, product analysis, and alignment with existing offerings of like products on the shelf. Prepare and present findings to the Product Review Committee and other stakeholders.
• Direct product implementation process to set up approved products on appropriate platforms including but not limited to those used for marketing, compensation, data aggregation, and supervision.
• Maintain detailed competitive intelligence data to proactively ensure company product offerings are compensative and priced appropriately for the marketplace.
• Collaborate with Marketing, IT, Operations, and Supervision to ensure published product information is accurate and kept up to date for use by leadership and field professionals.
• Perform ongoing monitoring and prepare periodic reports of carriers to make sound business decisions and to satisfy governance and regulatory reporting requirements. Coordinate life and annuity offerings from the same enterprise distinguishing between subsidiary life or annuity manufacturing entities they may offer.
• Develop and maintain in‑depth knowledge of available products to answer inquiries from staff and external parties. Assist in the training of supervisory staff on the nuance of the…