Managing Director, Senior Portfolio Manager, Bermuda Entities

RGA; Hamilton Township (NJ); Vor Ort; USD 260.000 - 340.000; Vollzeit

Zusammenfassung

RGA is seeking a Managing Director to lead investment portfolios, governance and ALM initiatives for Bermuda entities, with cross-functional leadership across Investments, risk management and finance.

The role emphasizes strategic direction, regulatory engagement, and capital optimization, partnering with senior stakeholders to deliver value in a global life/health reinsurer context.

Qualifikationen

• MBA required or strongly preferred with 10+ years of relevant work experience.
• Bachelor’s Degree in Economics/Finance field with 15+ years relevant work experience; CFA designation required.
• Master’s degree preferred; professional designations ASA/CAIA/CAIA preferred.

Aufgaben

• Lead, set vision, and execute investment strategies for Bermuda entities in line with ALM and regulatory requirements.
• Oversee portfolio allocations across asset classes, duration, credit quality, liquidity, and capital efficiency.
• Collaborate with business partners across Investments, ALM, Strategic Finance, Risk Management, Finance, and Investment Solutions.
• Provide investment leadership supporting Bermuda entity management and capital optimization initiatives.
• Manage portfolios under Scenario Based and Standard approaches, tailoring to regimes.
• Engage with internal/external stakeholders and regulators on portfolio strategies.
• Communicate portfolio strategy to C-level management and regulators.

Kenntnisse

Leadership

Strategic thinking

Analytical skills

Problem solving

Negotiation

Cross-functional collaboration

Stakeholder management

Ausbildung

MBA

BA/BS Economics/Finance

MA/MS preferred

Jobbeschreibung

You desire impactful work.

You’re RGA ready

RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World's Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.

A Brief Overview

This Managing Director will manage and direct investment portfolios, strategies, and governance frameworks supporting the investment objectives of RGA's Bermuda legal entities, primarily RGA Americas Reinsurance Company, Ltd. and RGA Global Reinsurance Company, Ltd.. The role has primary responsibility for integrating asset strategy, regulatory capital efficiency, and ALM considerations within the Bermuda regulatory framework to promote business growth, solvency management, and capital optimization. Emphasis is placed on strategic leadership, regulatory engagement, legal entity oversight, and collaboration across Investments, ALM, Strategic Finance, Risk Management, Finance, and Investment Solutions.

What you will do

• Leadership, vision, and execution. RGA Investments is an integral part of RGA’s dynamic business and growth strategy. To maintain a sustainable competitive edge and lead on scaling of our global platform requires delivering results now, aligning organizational design to strategy, hiring and developing talent, and a focus on continuous improvement of our capabilities, data, systems, processes, skills, and global business planning.
• Sets and oversees strategic direction and day-to-day management of investment strategies, overseeing portfolio allocations for RGA’s Bermuda entities consistent with regulatory and ALM efficiency across asset classes, duration profile, credit quality, liquidity, collateral and capital efficiency metrics
• Key liaison with business and corporate partners across RGA. Engages in cross functional efforts on strategic business initiatives.
• Provide investment leadership supporting Bermuda entity management and capital optimization initiatives
• Manage portfolios consistent with optimal results under the Scenario Based Approach and the Standard approach and tailor solutions to each regime
• Leverage internal and external contacts, knowledge of investments, derivatives, and ALM to generate relative value recommendations within relevant investment and ALM guidelines. Relationship development and interaction with asset liability management team and has management and oversight responsibility for portfolio strategy implementation.
• Ensure high quality materials and represents RGA in investment related communication of portfolio strategies to internal and external parties including C-level management and regulators
• Key relationships with the Investment Solutions (IS) team. Closely collaborates with IS team in the management of new deal investment strategies after onboarding
• Suggests, reviews, and informs new tools and frameworks to improve portfolio management and investment process, and engages full team on mindset/contributions.

Qualifications

• MBA graduate and 10+ years relevant work experience required or
• Bachelor’s Degree in Arts/Sciences (BA/BS) Economics/Finance related field with 15+ years relevant work experienceCFA Designation required
• Master’s degree in Arts/Sciences (MA/MS) preferred
• 5+ Years of insurance credit investing including experience allocating and investing in public corporate bonds, structured securities, private assets, and private equity investments preferred
• 5+ Years of working with cross functional teams considering multiple factors and business objectives preferred
• 5+ Years fixed income management experience in an insurance client environment preferred
• Strong collaboration and partnership skills with senior stakeholders across investment and corporate functions. required
• Expert understanding of investment/market concepts with advanced knowledge of asset liability management required
• Expert knowledge of portfolio and fixed income analytics (i.e. sector weightings, portfolio duration, performance attribution, convexity and term structure of interest rates) required
• Investigative, analytical and problem-solving skills required
• Ability to set goals and handle multiple tasks, clients, and projects simultaneously; Ability to appropriately balance priorities, deadlines, and deliverables required
• Demonstrated ability to work well within a team environment and participate in department/team projects required
• Proven ability to translate business needs and problems into viable/accepted solutions required
• Ability to manage multiple projects or teams and set applicable goals required
• Expert negotiation and persuasion skills required
• Ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines required
• Demonstrated ability to lead, develop and manage portfolio managers and/or analysts required
• Demonstrable track record of the successful implementation of Investment/portfolio strategies preferred
• Associate of the Society of Actuaries (ASA) preferred or
• FSA - Fellow of the Society of Actuaries preferred or
• Chartered Alternative Investment Analyst (CAIA) preferred

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What you can expect from RGA:

• Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
• Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
• Join the bright and creative minds of RGA, and experience vast, endless career potential.

We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.