Portfolio Analyst II

3 weeks ago

Chesterfield, United States RGA Reinsurance Company Full time
Position Overview

Creates and develops tools and reports to inform the portfolio management and
investment underwriting process. Works with Portfolio Managers in monitoring,
analyzing, and optimizing the performance of RGA's investment portfolios and/or assists in reviewing new investment opportunities, internal managers, and external managers. Emphasis is on developing information and communications that assist in the portfolio management and investment underwriting process.

Responsibilities

Serves as secondary contact for external manager and segment relationships.
•Creates portfolio monitoring, internal manager, and external manager reporting
and analysis.
•Performs as day to day liaison for internal manager desks.
•Idea sourcing and deal review assistance on yield enhancement efforts with
investment banks and external managers.
•Creates, updates, and communicates relative value framework.
•Monitors and communicates cash positions and assists in portfolio allocation
process.
•Analyzes Stable Value portfolios and creates new and update reviews;
participates in manager due diligence.
•Resolves compliance management issues and status and performs periodic
review of guideline/compliance rules.
•Develops and implements new investment system tools to support portfolio
management process.
•Creates regular periodic and ad hoc Investments reporting.
•Monitors asset liability management reports and makes recommendations.
•Screens new investment opportunities by assisting in the primary due diligence,
research, and initial review.
•Assists in all aspects of underwriting process for new investment opportunities.
•Assists in the preparation of new investment approval memos.
•Assists in covering assigned general partner relationships.
•Assists in production of regular analysis and reports for assigned investments,
assists with amendments and additional funding requests.
•Creates regular and ad-hoc portfolio management reports.
•Assists Portfolio Manager in compiling data and analysis for portfolio review.
•Participates in managing the funding process and ongoing data management, by
helping resolve any trade operations issues.
•Assists with research projects.
•Maintains regular and predictable attendance.
•Performs other duties as assigned.

Requirements

EDUCATION AND EXPERIENCE:

Required:
•Bachelor's degree in Economics/Finance related field
•2 to 5 years relevant investment related work experience

Preferred:
•MBA, ASA or FSA
•CFA or significant progress towards
•Experience with trade, risk management, and database management software

SKILLS AND ABILITIES

Required:
•Advanced Microsoft Office skills
•Advanced Excel
•Advanced oral and written communication skills demonstrating ability to share and
impart knowledge
•Advanced understanding of investment/market concepts
•Basic knowledge of asset liability management
•Basic knowledge of portfolio and fixed income analytics (i.e. sector weightings, portfolio
duration, performance attribution, convexity and term structure of interest rates)
•Basic negotiation skills to assist with internal/external discussions
•Investigative, analytical and problem solving skills
•Ability to set goals and handle multiple tasks, clients, and projects simultaneously; Ability
to appropriately balance priorities, deadlines, and deliverables
•Ability to work well within a team environment and participate in department/team
projects
•Ability to balance detail with departmental goals/objectives
•Ability to translate business needs and problems into viable/accepted solutions
•Customer relationship management and change management skills.
•Ability to manage multiple projects or teams and set applicable goals
•Ability to liaise with individuals across a wide variety of operational, functional, and
technical disciplines
•General business knowledge

Preferred:
•Programming/database skills

Company Overview

Reinsurance Group of America, Incorporated (NYSE: RGA) is one of the largest global providers of life reinsurance, with offices around the world. RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, financial solutions, facultative underwriting, and product development. Our mission is to enhance our clients' prosperity by supporting their financial and risk management capabilities.

The general pay range for this position is $100K-$125K BASE per year.Base pay varies depending on job-related knowledge, skills, experience and market location.In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan.RGA also maintains a full range of health, retirement and other employee benefits.

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