Portfolio Analyst II, Bermuda Entitites

RGA; Hamilton Township (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

RGA, a Fortune 200 global reinsurance company, is seeking an investment professional to support Bermuda portfolios and capital optimization. You will collaborate with Portfolio Managers, conduct data analysis, and participate in due diligence for investment opportunities.

The role emphasizes ALM, risk analysis, and developing investment tools. Strong communication and a solid foundation in economics/finance are essential, with CFA progress preferred.

Qualifications

• BA/BS in Economics or Finance is required
• MBA, ASA or FSA preferred
• 2+ years of investment-related work experience
• Experience with trade, risk management, and database software preferred
• Advanced Microsoft Office skills
• Strong written and oral communication skills
• Understanding of investment concepts and ALM basics
• Knowledge of fixed income analytics and portfolio metrics
• Negotiation skills for internal/external discussions
• Investigative, analytical, and problem-solving abilities
• Ability to manage multiple tasks and priorities
• Team-oriented with collaboration skills
• CFA progression preferred

Responsibilities

• Serves as secondary investments contact for Bermuda Operations leadership and internal relationships
• Assists Portfolio Managers and Bermuda CIO in data analysis for monitoring and capital reporting
• Liaises with internal desks, ALM and risk management teams
• Supports yield enhancement discussions with banks and external managers
• Develops value framework for entity portfolios under different regulatory environments
• Monitors cash positions and assists in portfolio allocation
• Resolves compliance issues and reviews guidelines
• Develops new investment system tools to support portfolio management
• Monitors ALM reports and makes recommendations
• Screens new investment opportunities through due diligence and initial review

Skills

Investment knowledge

Analytical thinking

Communication skills

Problem solving

Team collaboration

Programming/databases

Negotiation

CFA progress

Education

BA/BS in Economics/Finance

MBA/ASA/FSA preferred

Tools

Microsoft Office

Database management software

Investment systems/tools

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

Creates and develops tools, reports and strategies to inform the Bermuda leadership and portfolio management teams on optimizing regulatory capital while achieving RGA's financial objectives. Works with Portfolio Managers in monitoring, analyzing, and optimizing the performance of RGA's investment portfolios in the Bermuda regulatory environment 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.

What you will do

• Serves as secondary investments contact for Bermuda Operations leadership and internal RGA business relationships
• Assists Portfolio Managers and Bermuda entity CIO in compiling data and analysis for portfolio monitoring and regulatory capital reporting and analysis
• Performs as day to day liaison for internal manager desks, ALM and risk management teams and other internal partner relationships
• Idea sourcing and deal review assistance on yield enhancement efforts with investment banks and external managers
• Creates, updates, and communicates relative value framework of entity portfolios under both Standard Approach and Scenarios Based Approach environments
• Monitors and communicates cash positions and assists in portfolio allocation process
• 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
• Monitors asset liability management reports and makes recommendations
• Screens new investment opportunities by assisting in the primary due diligence, research and initial review

Qualifications

• Bachelor’s Degree in Arts/Sciences (BA/BS) in Economics/Finance related field required
• Master’s degree in Arts/Sciences (MA/MS) MBA, ASA or FSA preferred
• 2+ Years relevant investment related work experience required
• Experience with trade, risk management, and database management software preferred
• Advanced Microsoft Office skills required
• Advanced oral and written communication skills demonstrating ability to share and impart knowledge required
• Advanced understanding of investment/market concepts required
• Basic knowledge of asset liability management required
• Basic knowledge of portfolio and fixed income analytics (i.e. sector weightings, portfolio duration, performance attribution, convexity and term structure of interest rates) required
• Basic negotiation skills to assist with internal/external discussions 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
• Ability to work well within a team environment and participate in department/team projects required
• Ability to balance detail with departmental goals/objectives required
• Programming/database skills preferred
• Chartered Financial Analyst (CFA) or significant progress towards preferred

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.