Senior Analyst, Strategic Investments and Private Capital
About The Position
RGA is a purpose-driven Fortune 200 Company, recognized among the World’s Most Admired Companies, focusing primarily on life- and health-related reinsurance solutions globally. The Senior Analyst will assist the investment process by preparing and analyzing due diligence information, financial analysis, and research for new portfolio finance and other strategic investment opportunities. These opportunities involve customized complex financial solutions aimed at advancing the firm's strategic goals. The role also includes assisting with the preparation of approval memos, completing financial models, and supporting portfolio management activities for existing investments. RGA offers a respectful, welcoming environment that fosters individuality and encourages pioneering thought, providing valuable knowledge and experience with diverse colleagues and vast career potential. The company utilizes AI in preliminary screening for a modern and seamless experience, ensuring personalization and fairness, with recruiters involved throughout the process.
Requirements
- Bachelor’s Degree in Arts/Sciences (BA/BS) in Economics, Finance, or related field
- 2+ years of relevant investment or banking related work experience OR Master’s degree in Arts/Sciences (MA/MS), ASA, or FSA
- Basic knowledge of portfolio, equity and fixed income/credit analytics
- Intermediate knowledge of Excel/VBA, Word, PowerPoint, Visio, and Tableau
- Advanced company calculation and financial modelling skills
- Investigative, analytical, and problem-solving skills
- Ability to work well in an environment with multiple concurrent projects, managing project-based workflow within demanding time frames and adapt quickly to new methods
- Intermediate oral and written communication skills
- Ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines
- Technology savvy, programming, and process improvement/automation skills
- Ability to work well within a team environment and participate in department/team projects
- Ability to initiate, think outside the box, execute, and bring ideas to fruition
Nice To Haves
- Master’s degree in Arts/Sciences (MA/MS), MBA, ASA, or FSA
- CFA designation or demonstrable understanding of fixed income investing
- CPA or accounting experience
- Familiarity with insurance asset management
- Familiarity with alternative investments
- Familiarity with actuarial modelling
Responsibilities
- Assist with the implementation for raising private capital and management of fund portfolios
- Assist with fundraising efforts, creating pitch decks, presentations, and financial models
- Assist with due diligence processes and deal structuring on potential investment opportunities
- Assist with the underwriting process including helping to formulate the investment thesis and the identification of key risks for new investment opportunities
- Identify and analyze investment opportunities. This includes conducting industry research, analyzing financial statements, evaluating market trends, and assessing potential risks and returns
- Assist with the preparation of approval memos, financial models and provides assistance to the deal lead on the presentation of investment recommendations to the investment committee
- Keep abreast of market trends and regulatory changes
- Compiles data and analysis for portfolio review
- Creates periodic and ad hoc investments reporting
- Assist with special projects, committees, and meetings as required
Benefits
- An annual bonus plan that includes all roles
- Some positions are eligible for participation in our long-term equity incentive plan
- A full range of health, retirement, and other employee benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
501-1,000 employees
