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About the Role

The Investment Solutions team develops, recommends, and executes liability-driven investment strategies to support new funded reinsurance and acquisition opportunities. The Portfolio Manager (II) acts as a deal lead, responsible for all aspects of the asset strategy and asset risks underlying new business opportunities.

Responsibilities

• Develops transaction specific asset and hedging strategies that optimize excess yield vs. capital within regulatory, accounting, operating and risk management constraints.
• Create target asset portfolios for live deals to deliver the required risk-adjusted return for the transaction in partnership with the wider of the Investments function.
• Work with the wider Investment team to determine best path to execution, including analysis of the client’s existing portfolio and the creation of a target portfolio given the portfolio strategy.
• Lead review of asset portfolios and wider considerations in relation to M&A opportunities in UK & CE.
• Communicate the target portfolio strategy to various stakeholders within RGA, including the C-suite, and gain approval for the target strategy.
• Negotiate investment guidelines and treaty terms with clients to deliver the flexibility necessary to manage asset risk and generate target return.
• Lead efforts to close the asset side of the transaction, including operational aspects of receiving the client portfolio.
• Direct the reposition required to move from the client’s portfolio strategy to RGA’s target strategy.
• Suggest and review new tools and frameworks to improve new business pricing process.
• Develop relationships and communicate effectively with internal and external stakeholders.
• Direct the efforts of analysts to support the transaction.
• Perform other duties as assigned.

Requirements

• CFA and/or Actuarial qualification or relevant degree in Economic/Finance related field of study, with 15+ years relevant work experience alongside strong professional and/or academic qualification(s) related to the role.
• Advanced understanding of investment/market concepts, especially fixed income analytics (i.e. sector weightings, portfolio duration, performance attribution, convexity and term structure of interest rates, spread) and asset liability management.
• Expert understanding of investment/market concepts, especially in the context of insurance asset management.
• Demonstrable track record of the successful implementation of investment strategies, and/or M&A activity, especially in an insurance or reinsurance context.
• Problem-solving, structuring, technical and strategic mind-set.
• FIA or CFA charter holder
• 5+ years portfolio manager experience
• 5+ years alternative investment experience
• 5+ years fixed income management experience in an insurance client environment
• 10+ years in investment solutions, portfolio construction, LDI and/or M&A environment.

Skills

• Highly advanced investigative, analytical and problem-solving skills
• Highly advanced Microsoft Office skills, especially Excel
• Advanced oral and written communication skills demonstrating ability to share and impart knowledge
• Advanced negotiation skills to assist with internal/external discussions
• Advanced customer relationship management and change management skills
• Highly advanced knowledge of asset liability management
• Advanced ability to set goals and handle multiple tasks, clients, and projects simultaneously
• Advanced ability to work well within a team environment and participate in department/team projects
• Expert understanding of investment/market concepts, especially in the context of insurance asset management
• Demonstrable track record of the successful implementation of investment strategies, especially in an insurance or reinsurance context

Experience Level

• 15+ years relevant work experience
• 5+ years portfolio manager experience
• 5+ years alternative investment experience
• 5+ years fixed income management experience in an insurance client environment
• 10+ years in investment solutions, portfolio construction, LDI and/or M&A environment.

Education Level

• CFA and/or Actuarial qualification or relevant degree in Economic/Finance related field of study
• FIA or CFA charter holder

Benefits

• 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.

About the Company

• 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.

Equal Opportunity

• We’re excited to get to know you and connect your unique skills with our global opportunities.
• To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process.
• This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot.
• AI is used only during early screening and never makes hiring decisions.
• Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.