Senior Portfolio Manager

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

Remote option available

Create, manage, and direct investment portfolios, strategies, and frameworks while performing portfolio management duties that meet the risk/return requirements of the insurance liabilities or surplus, predominantly focused on offshore portfolios. Directs and advises the creation and implementation of investment mandates and the selection and relationship management of internal and external managers. Emphasis is on the management, communications, and direction of portfolio management, investment strategy, and team direction and development; and relationship development and the creation of strategic alliances with external contacts and internal cross-functional areas.
What you will do

• Develop relationships and strategic alliances with external contacts and internal cross-functional areas. Communicates with new business deal teams on requirements and expectations in offshore jurisdictions in order to inform business objectives

• Manage offshore portfolios consistent with regulatory demands. This would include the Scenario Based Approach in Bermuda and similar frameworks

• Serves as primary contact for internal manager, external manager, ALM, and/or legal entity relationships and has management and oversight responsibility for strategy implementation; serve on related committees

• Provides strategic direction and oversight of portfolio monitoring, reporting, and analysis across internal/external managers and legal entities, while partnering in investment strategy and oversight for internal manager desks.

• Participate in and inform relative value framework process and directs actionable ideas

• Management and oversight of cash positions and portfolio allocation process

• Oversight of compliance management issues and status and signs off on periodic review of guideline/compliance rules

• Suggests, reviews, and informs new tools and frameworks to improve portfolio management and investment process

• Oversees periodic and ad hoc investment reporting, completes and presents new investment approval memos, and maintains regulatory communication frameworks for portfolio structure and management goals.

• Lead underwriting process for new investment opportunities and structures that facilitate better portfolio composition in various regulatory environments

Qualifications

• MBA graduate or CFA Charterholder and 7+years relevant work experience required or

• Bachelor’s Degree in Arts/Sciences (BA/BS) in Economics/Finance related field with 10+ years relevant work experience required

• Master’s degree in Arts/Sciences (MA/MS) ASA, FSA, or CAIA or significant adjacent work experience preferred

• Experience operating in Bermuda and other offshore regulatory jurisdictions required

• 10+ Years corporate credit experience preferred

• 10+ Years alternative investment experience preferred

• 10+ Years fixed income management experience in an insurance client environment preferred

• Highly advanced Microsoft Office skills/ coding skills required

• Highly advanced oral and written communication skills demonstrating ability to share and impart knowledge required

• Expert understanding of investment/market concepts required

• Highly advanced knowledge of asset liability management and fixed income analytics (i.e. sector weightings, portfolio duration, performance attribution, convexity and term structure of interest rates) 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

• Highly advanced negotiation skills to assist with internal/external discussions required

• Ability to translate business needs and problems into viable/accepted solutions required

• Highly advanced customer relationship management and change management skills required

• Ability to liaise with individuals across a wide variety of operational, functional, and technical disciplines required

• Demonstrable track record of the successful implementation of Investment/portfolio strategies preferred

• CFA or significant progress towards required

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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.