Senior Analyst, Portfolio Mgmt Support at Corebridge Financial

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With

Corebridge Investments manages over $400B of assets for Corebridge and their related insurance companies through separately managed portfolios and fund investments across a wide array of asset classes, including high grade and below investment grade corporate credit, private credit and direct lending, commercial and residential real estate, and private and real estate equity. The organization is comprised of experienced investment professionals who seek to create attractive risk-adjusted returns for the firm and its shareholders.

About the role

The Portfolio Reporting team is seeking a Senior Analyst to work as an integral member of the team to support investment analysis and portfolio management reporting.  In this role, you will provide analytical support to various functions performed by the CIO team, including but not limited to:

• investment planning; asset tracking
• portfolio management and data reporting
• investment and portfolio analysis; and ad-hoc management requests

This is an opportunity to tell the story of our investment portfolio and work across many teams and clients. The Senior Analyst will support the reporting and presentation needs to internal stakeholders, such as the Corebridge Board of Directors, Executive Leadership Team, etc. and external stakeholders, such as rating agencies, Department of Insurance, insurance clients, strategic partners, etc.

This role requires someone who is comfortable with manipulating large data sets and being able to reconcile various sources of information. Being able to handle multiple assignments under time constraints is expected.  The successful candidate will work across asset management, finance, treasury, actuarial, and accounting teams on a continual basis to leverage and rationalize investment information.

Responsibilities

• Financial services experience, preferably in fixed income asset management, as well as the ability to deliver high quality investment reporting on a multitude of portfolio characteristics.
• Experience working for an insurance company or a third-party asset manager, GAAP and Statutory financial reporting experience a plus.
• Experience with internal control or monitoring functions, including Internal Audit, Operation Risk Management, Finance Control Unit, ERM, or willingness to interface with multiple internal controls groups preferred.
• Strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Ability to present complex ideas/findings effectively to senior management and key stakeholders.
• Quick learner that is comfortable in fast pace, deadline-oriented culture.
• Flexible, self-starter, inquisitive with problem solving skills.
• Strong quantitative skills.
• Proficiency with Microsoft Excel, PowerPoint.  General knowledge of additional fixed income reporting systems, preferably MicroStrategy, Bloomberg and Aladdin are a plus.

Skills and Qualifications

• Microsoft:  Excel, PowerPoint, Power Pivot/BI.
• 2 years of industry experience.
• CFA, or working toward preferred.
• Experience in programming such as Microsoft Access, VBA and/or working with Information Technology is a plus.
• Six sigma certification or experience in operational improvements is a plus.

#LI-SAFG #LI-Hybrid 
 

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

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