Associate, Investment Reporting Operations

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.

What you will do

• 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.

Qualifications

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

Required:

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.

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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 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.

Compensation Range:

$57,300.00 - $81,870.00 Annual

Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits.

RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.