As Analyst, Private Debt & Equity Portfolio Management, Joe Staely is responsible for preparing portfolio reviews, reporting, analyzing, rating, and pricing RGA’s Private Debt and Equity investments, including direct investments and private equity fund investments.
Prior to joining RGA in 2022, Joe was an Analyst and then Senior Analyst at NISA Investment Advisors, an investment management firm focused on Liability Driven Investing. Joe was responsible for the pricing and reconciliation of numerous types of Exchanged Traded (ETD) and Over the Counter (OTC) derivatives along with Master Repurchase Agreements (REPO). Joe also worked closely with broker-dealers and NISA’s broad range of clients to ensure they were optimally collateralized within the ETD, OTC, and REPO markets.
Joe received bachelor’s degrees in business analytics and economics from the University of Kansas and is a CFA charterholder.