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Corebridge Financial · 13 hours ago

Business Analyst Specialist

TX-Houston

Full-time

Hybrid

Senior Level

5+ years exp

Corebridge Financial is a company focused on empowering individuals to take action in their financial lives. The Business Analyst Specialist will be responsible for designing and implementing initiatives for the VFA Advisory Program, providing analytical support to leadership, and driving improvements in operational efficiencies and client experience.

Financial ServicesInsuranceLife Insurance

Responsibilities

Effectively coordinate and support business processing and project initiatives pertaining to Advisory Products within the managed account program

Prioritize key business functions (Portfolio Set up and trading) and ensure regulatory and risk oversight related to regulatory audits

Strong analytical and problem-solving skills and ability to calculate and review billing and performance

RIA Experience and knowledge of Independent Financial Experts and Custodians preferred. (Morningstar, Orion, NFS)

Ensure that the project sponsor’s expectations are translated into clearly defined scope Responsible for end-to-end coordination, ensuring the requirements, needs, goals and expectations of the functional stakeholders are met accurately and timely

Evaluate all options available and identify the pros and cons of each option as they relate to system processing, business processing, time and cost, and recommend the best possible solutions and / or estimates

Partner with project team members to identify sequence, estimate project related activities and produce the required project management schedule

Coordinate with IT/QA, business owners and project team members to ensure test plans and test cases are comprehensive

Provide data manipulation and analysis requirements. Analyze, convert and present into value added management information

Create risk management plan to identify, analyze, monitor and respond to risks associated with the project or program to ensure ability to achieve expected outcomes, on time and on budget

Develop reporting documentation (Monthly Status Reports, etc.) so that all administrative coordination points between cross-functional departments and projects / initiatives are informed/updated regularly

Communicate project status weekly to team, business owners and executive leadership as appropriate throughout the duration of assigned programs/projects / initiatives and through post implementation

Qualification

Business AnalysisFinancial Services ExperienceData AnalysisMS Office ProficiencyProject ManagementRelationship ManagementUser Experience DesignSecurity LicensesCommunication SkillsProblem-Solving Skills

Required

Bachelor's Degree preferred

5+ years' work experience as a Business Analyst working on projects, reporting, and quality review including experience in financial services, preferably an RIA or Broker Dealer

Experience in MS Office applications, including use of MS Copilot, MS Project, Visio, PowerPoint, OneNote, SharePoint and JIRA with expert knowledge in Excel

Certifications in Business Analysis, Certified-Project Management, Certified Lean Practitioner or Project Management- SDLC, Agile Scrum

Strong analytical & problem-solving skills. Ability to identify a problem, analyzes the source problem, verifies and validates the source problem, and recommends viable solutions

Proven ability to communicate information of a complex nature to all levels of management (written and verbal) in easy-to-understand business language

Strong ability to interact with and use relationship management skills with project stakeholders

Strong communication skills-oral, written and presentation

Extensive knowledge of business analysis and user experience design tasks with a focus on client usability experience. Knowledge of advisory programs and RIA experience preferred

Security licenses: Series 7, 63 and Series 65/66, or the ability to license within six months

Preferred

RIA Experience and knowledge of Independent Financial Experts and Custodians preferred. (Morningstar, Orion, NFS)

Bachelor's Degree preferred

Knowledge of advisory programs and RIA experience 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.