Investment Portfolio Analyst

2 weeks ago

Chesterfield, Missouri, United States RGA Reinsurance Company Full time
Position Overview

The role involves the creation and oversight of investment portfolios, ensuring alignment with the risk and return profiles associated with insurance liabilities or surplus funds. This position may lead the development and execution of investment mandates, alongside managing relationships with both internal and external investment managers. The focus is on effective communication and the application of portfolio management and investment strategies.

Key Responsibilities
  • Acts as a secondary contact transitioning to primary for external manager and segment relationships.
  • Develops portfolio monitoring, reporting, and analysis for internal and external managers, implementing necessary actions.
  • Serves as the daily liaison for internal manager teams, recommending and executing investment strategies.
  • Contributes to idea generation and deal assessment for yield enhancement initiatives with investment banks and external managers; provides recommendations.
  • Formulates and proposes actionable investment ideas utilizing a relative value framework.
  • Monitors cash positions and aids in the portfolio allocation process.
  • Evaluates Stable Value portfolios, conducting reviews and participating in manager due diligence; addresses product and manager inquiries.
  • Manages compliance issues and performs periodic reviews of guideline and compliance rules.
  • Enhances investment system knowledge to support the portfolio management process.
  • Reviews regular and ad hoc investment reports.
  • Collaborates with the asset liability management team to implement strategies.
  • Conducts primary due diligence and research on new investment opportunities.
  • Assists in forming opinions on potential transactions.
  • Plays a crucial role in the underwriting process for new investment opportunities, drafting transaction theses and identifying key risks.
  • Prepares memos for new investment approvals.
  • Supports the management of assigned general partner relationships.
  • Generates regular analyses and reports for assigned investments, aiding in amendments and additional funding requests.
  • Reviews periodic and ad-hoc portfolio management reports.
  • Compiles data and analysis for portfolio reviews, ensuring accuracy.
  • Ensures a seamless funding process and ongoing data implementation; resolves any trade operation issues.
  • Conducts primary research for strategic insights.
  • Develops and implements innovative tools to enhance the investment process.
  • Oversees the workflow of portfolio analysts.
  • Maintains consistent and predictable attendance.
  • Performs additional duties as assigned.
Qualifications
  • MBA with 2+ years of relevant experience or a Bachelor's degree in Economics/Finance with 4+ years of relevant experience.
  • CFA designation or significant progress towards it.
  • Expertise in Microsoft Office, particularly Excel.
  • Exceptional oral and written communication skills, demonstrating the ability to convey and share knowledge effectively.
  • Advanced understanding of investment and market concepts.
  • Strong knowledge of asset liability management.
  • Proficient in portfolio and fixed income analytics, including sector weightings, portfolio duration, performance attribution, convexity, and interest rate term structure.
  • Strong analytical, investigative, and problem-solving skills.
  • Ability to manage multiple tasks, clients, and projects simultaneously while balancing priorities and deadlines.
  • Team-oriented with a collaborative approach to departmental projects.
  • Ability to align detailed work with departmental objectives.
  • Skilled in translating business needs into viable solutions.
  • Advanced negotiation skills for internal and external discussions.
  • Experience in customer relationship management and change management.
  • Ability to manage multiple projects or teams effectively.
  • Negotiation and persuasion skills.
  • Ability to liaise across various operational, functional, and technical disciplines.
Preferred Qualifications:
  • Master's degree, ASA, FSA, or CAIA designation.
  • 2+ years of experience in corporate credit.
  • 2+ years of experience in alternative investments.
  • 2+ years of experience in fixed income management within an insurance context.
  • Proven track record in successfully implementing investment and portfolio strategies.
Company Overview

Reinsurance Group of America, Incorporated (NYSE:RGA) is a leading global life and health reinsurance firm. Headquartered in St. Louis, Missouri, RGA delivers innovative solutions and tailored approaches to clients and partners worldwide.

Founded in 1973, RGA has established itself as a premier provider of life and health reinsurance solutions.
  • We are the only global reinsurance entity focusing primarily on life and health-related solutions.
  • Our core offerings encompass life reinsurance, living benefits reinsurance, group reinsurance, health reinsurance, financial solutions, facultative underwriting, and product development.
  • RGA ranks #257 on the 2024 Fortune 500 list, which ranks U.S.-based companies by total revenue.
  • RGA has been recognized in Fortune magazine's 2023 and 2024 lists of the World's Most Admired Companies.
  • RGA in Canada has been honored as one of Greater Toronto's Top Employers for 2024.
  • As of September 30, 2023, RGA manages approximately $3.5 trillion in life reinsurance and assets totaling $87.4 billion.
RGA is committed to fostering diverse, equitable, and inclusive workplaces and communities. We strive to cultivate a culture where individuals are valued, feel a sense of belonging, and are respected for their differences, enabling all employees to reach their full potential.

Our diverse identities shape our experiences and perspectives, and we believe that diversity in our workforce enhances our ability to do our best work. RGA is dedicated to inclusivity in our interactions, which is essential to our mission of making financial protection accessible to all.

Flexible Working Environment

RGA supports hybrid and flexible working arrangements and encourages discussions on balancing personal needs with business requirements during the recruitment process.

RGA offers a comprehensive benefits package, including flexible plans.

Compensation is determined by various factors, including market conditions, candidate skills, and experience relative to the role.

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