Senior Analyst, Portfolio Management

Corebridge Financial • Houston, TX

16h • 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

• 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: Mid Level
• Number of Employees: 5,001-10,000 employees