Associate-CIO, Portfolio Management

Corebridge Financial•New York, NY

4d•$125,000 - $134,000•Hybrid

About The Position

The Corebridge CIO team is seeking an Associate to work as an integral member of the team to support investment analysis and portfolio management for the different Insurance lines of business. 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 are under time pressure is expected. The successful candidate will work across asset management, operations, finance, treasury, actuarial, and accounting teams on a continuous basis to leverage and rationalize investment information.

Requirements

Microsoft: Excel, PowerPoint, Power Pivot/BI.
4+ 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.
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/or 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 and PowerPoint.
General knowledge of additional fixed income reporting systems, preferably.
MicroStrategy and Bloomberg are a plus.

Responsibilities

Provide analytical support to various functions performed by the CIO team, including but not limited to: Asset tracking and investment/data reporting across internal and external asset managers
Pipeline consolidation across asset managers and tracking
Assist with the design and implementation of process improvements and automation opportunities to various workstreams.
Portfolio management with respect to guidelines and compliance
Tracking and summarizing asset allocation activity
Working with reporting team to ensure all investment activity reports are accurately updated
Assisting in portfolio construction for potential new IM (Institutional Markets) transactions
Tracking execution of transactions vs. portfolios approved at pricing committees
Respond to ad-hoc management requests for investment and portfolio related information and analysis.
Participate in special projects, such as yield enhancement, ALM optimization and asset substitutions