Portfolio Analyst II - Investment Strategy & ALM

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

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.