Associate, Investment Reporting Operations

Responsibilities

• Support the production of assigned investment reporting outputs under supervision by gathering data inputs, populating report templates, and organizing materials for review.
• Assist with data input validation by comparing reporting data to source systems and flagging discrepancies to Senior Analysts or Directors.
• Support performance reporting preparation by gathering required data and populating templates accurately and consistently.
• Assist with ad hoc reporting and due diligence data requests by collecting inputs, organizing materials, and tracking request status.
• Support preparation of CIO presentation materials and Q&A documentation by assembling accurate data inputs as directed.
• Execute assigned daily reporting controls, including validation checklists, delivery confirmation tasks, and documentation maintenance.
• Maintain accurate, organized, and audit‑ready records of reporting tasks completed, issues identified, and escalations made.
• Escalate data inconsistencies, reporting discrepancies, or governance questions promptly to Senior Analysts or Directors.
• Actively participate in training and on‑the‑job learning to build foundational knowledge of investment reporting channels, data flows, and governance standards.
• Contribute positively to team operations by being reliable, detail‑oriented, collaborative, and responsive to ad hoc reporting support needs.

Requirements

• Education and Experience
• Required:
• Bachelor's degree required; Finance, Accounting, Economics, or related field
• 0-2 years of experience in investment operations, reporting, financial services, accounting, or a related field. Recent graduates with relevant internship or academic experience are encouraged to apply.
• Experience working in a structured, deadline-driven environment with a strong emphasis on accuracy and documentation discipline.
• Preferred:
• Exposure to financial reporting, investment analytics, or data aggregation through coursework, internships, or early career roles is a plus.
• Skills and Abilities
• Technical & Functional Knowledge
• Basic understanding of investment reporting concepts and financial data preferred - including how investment data is aggregated and presented across different reporting audiences.
• Proficiency in Microsoft Excel and standard office productivity tools required; experience with Workiva, Aladdin, or comparable platforms a plus.
• Strong attention to detail and ability to work carefully and accurately with investment data and reporting templates within defined governance timelines.
• Competencies
• Detail-oriented and dependable - takes assigned tasks seriously and consistently delivers accurate, well-organized work on deadline.
• Analytically curious and growth-minded - eager to learn investment reporting concepts, data sources, and governance requirements across multiple reporting channels.
• Organized and reliable - manages time effectively, meets deadlines, and communicates proactively when support is needed.
• Team-first attitude - approaches work collaboratively and contributes positively to a precision-driven reporting environment.
• #LI-MB1
• 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 use artificial intelligence

Benefits

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 Associate, Investment Reporting Operations is an entry-level role designed for candidates who are early in their investment operations or finance career and eager to build foundational knowledge in institutional investment reporting. Working under close direction from a Director or Senior Analyst, the Associate supports the daily production of investment reports across assigned channels - including data input gathering, template population, validation support, and delivery coordination. This role offers a structured entry point into the investment reporting function within one of the world's largest reinsurance organizations. Associates are expected to bring attention to detail, analytical curiosity, and a strong willingness to learn - progressively building toward independent reporting ownership as they develop proficiency across RGA's reporting channels and governance standards.

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