Investment Analyst

Who we are

Corebridge Financial is an outstanding franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. We hold long-standing, leading market positions in many of the markets we serve. With our strong capital position, customer orientation, breadth of product expertise and deep distribution relationships across various channels, we are well positioned to serve growing market needs.

We have a legacy of working to make the world a better place, and that begins with our most important asset, our employees. We're proud to offer a range of employee benefits and resources that help you protect what matters most - your health care, savings, financial protection, and wellbeing.

About the role

The analyst will be an active contributor on the Manager Research team in the Investment Product Management (IPM) group and support insurance company initiatives within IPM.

We want to hear from you today if you can:

1. Investment Performance Analysis

Analyze performance relative to various indexes, competitor peer groups and market benchmarks. Perform holdings and returns based risk and style analysis. Generate value-added performance reports and portfolio updates. Support manager searches and due diligence (as needed).

2. Support Board Reporting

Support IPM on performance attribution analysis for equity, fixed income and asset allocation funds. Support in generating reports for the Board of Trustees.

3. Investment Marketing

Support the marketing group with investment and market analytics for various publications. Assist in reviewing marketing pieces and coordinating with marketing, sales, compliance and money managers.

4. Product and Fund Prospectus Review

Review prospectus for expenses and support in mapping funds and products. Reconcile fees/expenses with prospectus updates. Assist in sourcing data, monitoring and updating information on the internet and intranet related to money managers and products.

5. Due Diligence on Outside Trusts

Assist with due diligence on funds that are part of unaffiliated trusts taking into consideration quantitative and qualitative factors.

What we are looking for:

Requirements

• 2+ plus years of experience in financial services
• Advanced Excel user with experience is aggregating large amounts of data into reports, familiarity with multiple formulas (such as vlookup, if/then, if/and), conditional formatting, and filtering
• Strong analytical skills in quantitative analysis and working knowledge of investment concepts (preferred)
• Strong writing, editing and presentation skills in investment communication
• Excellent communicator and team player
• Project management skills with the ability to pay attention to details, multi-task and meet changing deadlines
• Experience in investment analytics tools such as FactSet, Wilshire Compass, Morningstar Direct and Lipper (preferred)
• Chartered Financial Analyst (CFA) candidate (preferred)
• Undergraduate in Finance, Economics (preferred)

What our employees like most about working

• We care about your professional development. Our career progression program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation.
• Our "Giving Back" policy is at the core of our daily operations and guides our future progress. We offer up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan; Medical, Dental and Vision, 401(k) and company match, paid time off (PTO) plus company paid holidays. We're proud to offer a range of competitive benefits, a summary of which can be viewed here: Benefits Overview.

For positions based in California, Woodland Hills, the base salary range is $64,480.00-$80,000.00 . In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan.

#LI-SAFG #LI-CFB

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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.

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

Functional Area:

IN - Investment

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company