Senior Analyst, PD&E Operations

Position Overview

PD&E Investments

RGA's Private Debt and Equity actively invests in middle market and lower middle market buyout funds as a Limited Partner and also provides flexible capital to support leveraged buyouts, recapitalizations, add-on acquisitions, and growth capital. Our solutions are comprised of senior/unitranche, second lien, subordinated debt, and non-control equity.

The PD&E Operations team plays a critical role in the investment life cycle. The Senior Analyst will perform crucial day-to-day functions of the team's portfolio investments supporting all key asset strategies, such as direct debt and private equity.

Responsibilities

• Monitor and process capital call and distribution requests for fund investments.
• Process bank operations and wires.
• Perform daily cash monitoring and reconciliations.
• Process and maintain legal entities, portfolios and bank accounts in investment systems.
• Process Schedule BA financial statements and tax documents.
• Responsible for physical and e-vault documentation and reconciliation.
• Assists with debt confirmations and audit requests.
• Acts as backup for onboarding investments, as needed.
• Maintains regular and predictable attendance.
• Performs other duties as assigned.

Requirements

EDUCATION AND EXPERIENCE

Required:
• Bachelor's degree in Business, Business Administration, Accounting, Finance, Math or 3-5 years equivalent working experience
• 3-5 years related work experience related industry experience dealing with securities operations processes.

Preferred:
• 3-5 years audit or accounting experience with a CPA firm
• 3-5 years investment banking, private equity or mezzanine fund experience
• 3-5 years corporate credit experience with an insurance company or other asset manager

SKILLS AND ABILITIES

Required:

• Basic understanding of investment/market concepts including but not limited to relative value, asset liability management, investment valuation
• Basic knowledge of leveraged financed market including, private equity and the middle market lending environment
• Proficient use of Microsoft Office tools
• Intermediate written and verbal communication skills
• Intermediate investigative, analytical, and problem-solving skills
• Ability to set goals and handle multiple tasks and projects simultaneously
• Ability to appropriately balance priorities, deadlines, and deliverables
• Ability to work well within a team environment and participate in department/team projects
• Ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines
• Basic customer relationship management 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-$105k 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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