Senior Analyst, Portfolio Mgmt Support
About The Position
The Portfolio Reporting team is seeking a Senior Analyst to work as an integral member of the team to support investment analysis and portfolio management reporting. In this role, you will provide analytical support to various functions performed by the CIO team, including but not limited to: investment planning; asset tracking portfolio management and data reporting investment and portfolio analysis; and ad-hoc management requests This is an opportunity to tell the story of our investment portfolio and work across many teams and clients. The Senior Analyst will support the reporting and presentation needs to internal stakeholders, such as the Corebridge Board of Directors, Executive Leadership Team, etc. and external stakeholders, such as rating agencies, Department of Insurance, insurance clients, strategic partners, etc. 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 under time constraints is expected. The successful candidate will work across asset management, finance, treasury, actuarial, and accounting teams on a continual basis to leverage and rationalize investment information.
Requirements
- Microsoft: Excel, PowerPoint, Power Pivot/BI.
- 2 years of industry experience.
Nice To Haves
- CFA, or working toward preferred.
- Experience in programming such as Microsoft Access, VBA and/or working with Information Technology is a plus.
- Six sigma certification or experience in operational improvements is a plus.
Responsibilities
- 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 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, PowerPoint.
- General knowledge of additional fixed income reporting systems, preferably MicroStrategy, Bloomberg and Aladdin are a plus.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
