Assistant General Counsel - Investments

Job Family

Legal Counsel

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.
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Job Description Summary

This position sits within the Corporate Legal Services team, which oversees the legal entity structure and maintenance and corporate governance for Transamerica and its connections across Aegon. The team also provides legal support for external and internal (captive) reinsurance, Transamerica's derivatives trading and investment management agreements, its Treasury function, corporate real estate, and mergers & acquisitions.

Job Description

Responsibilities:

* Support investment transactions, including negotiation and review of investment agreements, subscription documents, side letters, and related contracts.

* Assist in legal due diligence for prospective investments, including review of fund structures, offering materials, governance documents, and distressed debt workouts.

* Advise on over-the-counter and centrally cleared derivative transactions, including the negotiation and drafting of various agreements (e.g., ISDA Master Agreements and Futures Commission Merchant Agreements) and have experience advising institutional investors.

* Advise on applicable federal and state securities laws, insurance regulations, other cross-border regulatory frameworks (e.g., EMIR, FCA), and other legal requirements affecting investment activities of Transamerica and its regulated affiliates.

* Support internal governance processes related to investment approvals and risk oversight.

* Provide advice on investment advisory, insurance company regulatory, and other legal matters, and strategic guidance to management regarding all investment related matters, as needed.

* Familiarity with private asset classes, including alternative investments and private credit.

* Other Skills and Expertise

* Manage legal matters provided to a number of in-house constituents, including senior management, within practice area(s).

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