Investment Analyst

Corebridge Financial • Houston, TX

2d • Hybrid

About The Position

As an Investment Analyst, you will provide support to our clients and financial professionals by offering an extraordinary quality service experience. The Investment Analyst will be responsible for performing the following: 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.

Requirements

• 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.
• Intermediate to advanced proficiency with MS Excel required.
• FINRA Series 6 or 7 a plus; or willingness to obtain within first 12 months of employment preferred.
• 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.

Nice To Haves

• Proficiency in Morningstar Direct highly preferred.
• FINRA Series 6 or 7 a plus; or willingness to obtain within first 12 months of employment preferred.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees