Investment Reporting Intern (Summer 2027)

Job Family Administrative Services 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 Internships are short-term work experiences for a designated period of time that allow college students the opportunity to observe and participate in the professional work environment, to explore how his/her interests relate to possible careers, and to gain practical experience in an industry relating to their field of study.

Job Description Summary Performs accounting, financial reporting ,   and analysis functions .   Responsible for applying financial   analysis   knowledge and judgment to activities that are routinely performed.

Responsibilities • Performs professional financial analysis work, which involves extracting financial data from various accounting and information systems, compilation, consolidation ,   and   appropriate analysis   of financial data.

• Analyze, test, and verify information compiled is correct and/or reasonable based   on   accounting and financial   analysis   knowledge. • Respond to requests received from management and other departments.

• Understands the flow of information and uses that knowledge to troubleshoot problems. • Participates in monthly accounting processes to ensure accuracy and completeness of financial records.

• Explains to others how analysis was produced   and or   reported. • Updates financial reports/models for forecasting, trending, and results analysis.

• Supports client reporting needs including client performance and compensation. • Assists   with project work and may serve as a member of   a   divisional project team.

• Responsible for adherence to the company's framework of internal controls. • Improve procedures, update, and organize documentation of reporting and planning processes.

Qualifications • To qualify for an internship, applicants must be currently enrolled at a college or universi ty   pursuing an accounting, finance, or other   analytical-type   degree.

Internships are not available for students who have completed their college education or who will graduate   prior   to the conclusion of the internship.

• Working knowledge of Microsoft suite of products (Microsoft Word, PowerPoint, and Exc el) . • Familiarity with accounting principles. • Strong written and verbal communication skills .

• Detail-oriented,   accurate , a bility to work independently and as part of a team. • Analytical and problem-solving skills. Rewards & Compensation: In addition to gaining exposure to the financial services and insurance industry, students gain access   to intern   exclusive events and networking opportunities throughout the summer while receiving   a competitive   compensation.

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided   pursuant to   applicable pay transparency and compensation posting laws.

It is estimated based on what a successful candidate might be paid in certain Company   locations.* * The hourly wage for this position   is   $ 21   per hour .

This range is an   estimate,   based on potential qualifications and operational needs.   This range is an   estimate,   based on potential qualifications and operational needs.

Salary may vary above and below the stated amounts, as   permitted   by applicable law. 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.

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. 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 • Employee Discounts • Career Training & Development Opportunities 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.