Analyst Investment Reporting

Position Overview

Participate in design, implementation, and maintenance of investment reporting to ensure timely, accurate, meaningful, and cost-effective analytics and ad hoc reporting requests. Participate in execution of process enhancements and/or tools to improve efficiency and effectiveness of data quality and investment reporting, and provide other project support to the team.

Responsibilities

• Performs analysis of complex investment data to validate data used for reporting; identify areas for process improvement or corrections if needed.
• Conduct research into the availability and reliability of data and participate in making enhancements to processes to improve data quality.
• Lead and participate in enhancement of existing risk/performance reports and development of new ones to achieve timely and impactful reporting.
• Perform complex reporting functions in order to produce and maintain daily, month-end, quarter-end, semi-annual, and annual investment reports for the RGA Board of Directors, various Investment Committees, business units, and other legal entities as requested, including ad hoc reporting requests. Maintain supporting documentation and historical reports.
• Participate in the development of reporting policies, procedures, standards, and controls. Investigate and make recommendations on report consolidation, standardization, and optimization across all investment reports.
• Develop and maintain strong working relationships with Investments front, middle, and back office as well as with RGA corporate partners (ie, IT, Accounting, Structured Finance, etc).
• Assist in department projects as needed, including but not limited to audit requests, due diligence requests, Investor Relations requests, and ad hoc report requests.
• Act as backup for the other members of the Investment Reporting team.
• Maintains regular and predictable attendance.
• Performs other duties as assigned.

Requirements

EDUCATION AND EXPERIENCE

Required:
• Bachelor's degree in Accounting, Finance, Economics, or related field, or equivalent related experience
• 3+ years experience in investments

Preferred:
• CFA designation OR demonstrable understanding of fixed income investing
• FLMI, FFSI, or other relevant professional accreditation
• Insurance / Reinsurance industry knowledge

SKILLS AND ABILITIES
Required:
• Advanced Microsoft Excel, PowerPoint and database query and reporting skills
• Basic Microsoft Word skills
• Ability to design and develop complex investment reports that are meaningful and well received by all stakeholders
• Experience with automation and process improvement for investment processes
• Ability to be flexible when needed, take initiative, and demonstrate accountability
• Intermediate oral and written communication skills demonstrating ability to share and impart knowledge
• Ability to quickly adapt to new methods, work under tight deadlines and stressful conditions
• Intermediate investigative, analytical, and problem solving skills, and attention to detail
• Strong interpersonal skills with the ability to work with associates of all levels
• Strong organizational skills
• Advanced ability to set goals and handle multiple tasks, clients, and projects simultaneously; Ability to appropriately balance priorities, deadlines, and deliverables
• Ability to work well individually with little supervision as well as within a team
• Ability to balance detail with departmental goals/objectives
• Advanced skills in customer relationship management and change management
• Ability to translate business needs and problems into viable/accepted solutions
• Basic negotiating and persuasion skills
• General business knowledge

Company Overview

Reinsurance Group of America, Incorporated (NYSE: RGA) is one of the largest global providers of life reinsurance, with offices around the world. RGA delivers expert solutions in individual life reinsurance, individual living benefits reinsurance, group reinsurance, financial solutions, facultative underwriting, and product development. Our mission is to enhance our clients' prosperity by supporting their financial and risk management capabilities.

The general pay range for this position is $75K- $100K base per year. Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement and other employee benefits.

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