Managing Director, Strategic Asset Allocation

RGA Enterprise Services Company; Chesterfield (MO); On-site; USD 220,000 - 360,000; Full time

Job summary

RGA Enterprise Services Company is seeking a Managing Director to lead the execution of a legal entity focused strategic asset allocation framework and related projects. You will guide portfolio strategy, collaborate with cross-functional teams on investment strategy, and ensure alignment with enterprise priorities across the organization.

The role emphasizes ALM optimization, capital efficiency, and leadership of Investments with senior stakeholders, including representing the function at

Qualifications

• MBA or equivalent with 10+ years of relevant experience.
• BA/BS in Economics/Finance with 15+ years relevant work experience; CFA is required.
• Masters, ASA, FSA, or CAIA preferred.

Responsibilities

• Lead execution of strategic asset allocation framework and related projects.
• Oversee portfolio strategy development with focus on regulatory capital efficiency and ALM.
• Partner with cross-functional teams on investment strategy and platform improvements.
• Represent Investments in industry events and stakeholder communications.
• Drive operational improvements, governance, and socialization of platform advancements.

Skills

Analytical thinking

Excellent communication

Presentation skills

Cross-functional collaboration

Education

MBA

BA/BS in Economics/Finance

CFA Designation

Masters/ASA/FSA/CAIA

Job description

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

The Managing Director is responsible for leading the execution of legal entity focused strategic asset allocation framework and related strategic projects. The role oversees team activities and portfolio strategy development, with a focus on regulatory capital efficiency and liability and capital aware portfolio management. This role advises and partners with cross functional teams on investment strategy, portfolio implications, and strategic initiatives, ensuring an integrated approach across functions. This leader works closely with RGA's senior leadership teams to ensure alignment with enterprise priorities.

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.

• Lead initiatives to enhance investment processes, analytics, technology, governance, and operating efficiency, supporting the continued growth and evolution of Strategic Asset Allocation.
• Lead the development, maintenance and communication for strategic asset allocation at the enterprise level and for key legal entities with a focus on returns, ALM and capital efficiency
• Oversee strategic assessment and execution of investment structures designed to improve portfolio efficiency and support SAA goals
• Apply knowledge of assets, liabilities, and capital requirements across statutory, rating agency, and GAAP lenses to progress cross-functional initiatives
• Serve as a key liaison between Investments and other RGA departments by collaborating regularly with stakeholders, disseminating information, and socializing advancements in platform
• Partner with Derivatives team on derivative strategy design in support of legal entity efficiency and ALM goals
• Represent RGA Investments at industry events focused on insurance portfolio management and regulatory jurisdiction updates to promote firm visibility and continual SAA improvement in a rapidly changing environment
• Lead initiatives to enhance investment processes, analytics, technology, governance, and operating efficiency, supporting the continued growth and evolution of the platform.

Qualifications

• MBA graduate and 10+ years relevant work experience required or
• Bachelor's Degree in Arts/Sciences (BA/BS) in Economics/Finance related field with 15+ years relevant work experience CFA Designation required
• Masters, ASA, FSA, or CAIA 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
• Highly advanced negotiation skills to assist with internal/external discussions required
• Proven ability to translate business needs and problems into viable/accepted solutions required
• Expert customer relationship management and change management skills required
• Demonstrated ability to drive operational improvements, process enhancements, and organizational effectiveness. required
• Excellent communication and presentation skills, with experience interacting with investment committees and senior leadership. required
• Demonstrable track record of the successful implementation of Investment/portfolio/ALM strategies and Strategic Asset Allocation development preferred

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