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Corebridge Financial · 1 day ago

Investment Analyst

Houston, TX

Full-time

Hybrid

Mid Level

4+ years exp

Corebridge Financial is dedicated to empowering individuals in their financial lives. As an Investment Analyst, you will support clients and financial professionals by delivering high-quality service and managing investment data, reporting, and fund selection processes.

Financial ServicesInsuranceLife Insurance

Responsibilities

Providing investment data for supporting new business acquisition as well as maintenance of existing groups on the open architecture fund platform

Reviewing investment menu information and assisting in the fund selection and fund mapping process

Provide investment reporting to strategic groups while meeting agreed-upon SLAs

Data updates and maintenance of information on the group mutual fund platform master fund list

Providing investment information and reimbursement calculations to support group mutual fund pricing/repricing requests

Completing investment related portions of RFIs/RFPs, including investment performance, rankings, expense and other analytic data

Work collaboratively with operations teams to support plan sponsor investment related requests

Support custom target date model implementations and updates

Maintain investment related marketing pieces on a monthly/quarterly basis

Be detail oriented, self-motivated, with a positive outlook and a clear focus on providing good customer service

Be flexible, and adaptive while working in a dynamic business environment

Qualification

Mutual funds knowledgeMS Excel proficiencyMorningstar Direct proficiencyFINRA Series 6Communication skillsProblem-solving abilityFlexibility

Required

Intermediate to advanced proficiency with MS Excel required

Solid communication skills, including verbal, written, and interpersonal skills

Ability to manage multiple and competing priorities

Problem-solving ability with solutions-oriented attitude

Ability to handle increasingly high volume of work in a fast paced, deadline driven environment

Flexibility to work additional hours as necessary to meet business and client needs

Preferred

Bachelor's Degree in related field preferred, or 4+ years of direct experience required

Basic knowledge of mutual funds including investment performance measurement and metrics, benchmarks, and expenses highly preferred

Proficiency in Morningstar Direct highly preferred

FINRA Series 6 or 7 a plus; or willingness to obtain within first 12 months of employment preferred

Benefits

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.