Assist with production of assigned investment reporting outputs with direction by gathering data inputs, populating report templates, and preparing materials for review on schedule.
Perform data input validation and reconciliation for assigned reports, comparing data to source systems and escalating discrepancies for resolution prior to finalization.
Assist with production of performance metrics and attribution reports by gathering data, populating templates, and flagging accuracy or completeness issues.
Assists with ad hoc reporting and due diligence requests by collecting data, organizing materials, and ensuring outputs are reviewed before delivery.
Assist with CIO presentation support and Q&A documentation by compiling accurate data inputs and maintaining organized reference materials.
Execute assigned daily reporting controls, including data validation checks, aggregation accuracy reviews, and delivery confirmation procedures.
Maintain accurate, complete, and audit‑ready documentation of reporting tasks completed, issues identified, and escalations made.
Identify and escalate potential data quality issues, reporting discrepancies, or governance concerns to Senior Analysts or Directors.
Assists with day‑to‑day coordination with Portfolio Management, Investment Accounting, Data Management, and Technology on reporting inputs and data matters as directed.
Actively build technical proficiency in institutional investment reporting by learning reporting platforms, data sources, aggregation logic, and governance standards, progressively increasing ownership of assigned reporting tasks.
Education and Experience
Required
Bachelor's degree required; Finance, Accounting, Economics, or related field AND
2+ years of experience in investment operations, reporting, financial services, or a related field, with exposure to investment reporting or financial analytics
OR
Master's, MBA, ASA, or FSA
Demonstrated ability to execute reporting and analytical tasks accurately and consistently in a structured, deadline-driven environment.
Preferred
Experience working with investment reporting platforms, financial data systems, or analytics tools
Skills and Abilities
Required
Technical & Functional Knowledge
Applied knowledge of institutional investment reporting concepts - including report types, data inputs, aggregation logic, and governance standards across multiple reporting channels.
Proficiency in Microsoft Excel and standard office productivity tools; experience with Workiva, Aladdin, or comparable reporting platforms a plus.
Strong attention to detail and ability to work accurately with investment data and reporting templates within defined governance timelines.
Competencies
Reliable and reporting-disciplined - takes ownership of assigned tasks and consistently delivers accurate, well-organized outputs on deadline.
Eager to learn - actively seeks to build knowledge of investment reporting channels, data sources, and governance requirements.
Clear communicator - able to ask questions, escalate data issues, and provide status updates in a professional and timely manner.
Team-oriented - works collaboratively with Senior Analysts, Directors, and cross-functional partners to support shared reporting goals.
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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.
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
Benefits
Health insurance
Additional Information
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
The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst. This role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports.
The Analyst is expected to develop strong technical proficiency in institutional investment reporting, build familiarity with RGA's reporting platforms and governance standards, and progressively take on greater ownership of assigned reporting tasks as competency grows.
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