Apply on Employer Site

Corebridge Financial · 6 hours ago

Senior Analyst, Portfolio Management

TX-Houston

Full-time

Hybrid

Mid, Senior Level

2+ years exp

Corebridge Financial is a company focused on enabling individuals to take action in their financial lives. The Senior Analyst role involves providing analysis and support for asset allocation across various business lines, enhancing effectiveness and interaction with multiple functions within the organization.

Financial ServicesInsuranceLife Insurance

Responsibilities

Line of business asset tagging support, tracking, and various reporting

Conduct actual to intended line of business new purchase allocation analysis and recommend corrective action plans for exceptions / discrepancies found

Assist in operating, maintaining, and enhancing the various files used for performing the month end asset allocation, as well as the monthly line of business review and summary of asset tagging reporting

Assist in the design and development of tools for use in the line of business asset allocation process which will enable and assist with adhering as closely as possible to intended line of business preferences for newly purchased assets, along with following certain rules and/or guidelines regarding the general allocation of assets

Assist with the design and implementation of process improvements and automation opportunities to various workstreams

Respond to ad-hoc management requests for investment and portfolio related information and analysis

Participate in special projects, as needed

Qualification

Advanced ExcelData analysisMicroStrategyAladdinPower BIMulti-project managementInsurance knowledgeProblem-solvingAttention to detailVerbal communicationIndependent work

Required

Advanced Microsoft Excel skills with the ability to understand and write complex formulas and functions

Ability to analyze large data sets and draw concise insightful and meaningful conclusions for communication to management

Bachelor's degree in fields of business, finance, or economics, or extensive related business experience

2-3 years of industry experience

Self-starter, with advanced analytical and problem-solving skills, along with keen attention to detail

Ability to work independently and effectively in a fast-paced multi-company, multi-system, deadline-oriented environment

Strong verbal communication skills and ability to work on multiple projects simultaneously

Knowledge and understanding of insurance company assets and liabilities

Preferred

Knowledge of MicroStrategy, Aladdin, PowerPoint, and Power Pivot/BI a plus

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.