Senior Analyst, Portfolio Management Team

Corebridge FinancialHouston, TX
Hybrid

About The Position

The primary purpose of the Senior Analyst role is to provide analysis, supporting assistance and enhance the effectiveness of the allocation of assets to the various lines of business within Corebridge. The Senior Analyst will interact with multiple businesses and functions within Corebridge.

Requirements

  • 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.

Nice To Haves

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

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.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Wellness initiatives
  • Retirement benefits options
  • 401(k) Plan with 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
  • Employee Assistance Program
  • Matching charitable donations
  • Volunteer Time Off
  • Paid Time Off (PTO)
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