Senior Analyst, Portfolio Mgmt Support

Corebridge Financial • New York, NY

84d

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

• Financial services experience, preferably in fixed income asset management.
• 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 is a plus.
• Experience with internal control or monitoring functions preferred.
• Strong written, verbal, and interpersonal communications skills.
• Ability to present complex ideas/findings effectively to senior management.
• Quick learner comfortable in a fast-paced, deadline-oriented culture.
• Strong quantitative skills.
• Proficiency with Microsoft Excel and PowerPoint.

Nice To Haves

• CFA, or working toward preferred.
• Experience in programming such as Microsoft Access, VBA.
• Experience with Information Technology is a plus.
• Six sigma certification or experience in operational improvements is a plus.

Responsibilities

• Provide analytical support to investment planning and asset tracking.
• Manage portfolio management and data reporting.
• Conduct investment and portfolio analysis.
• Handle ad-hoc management requests.
• Support reporting and presentation needs for internal and external stakeholders.

Benefits

• Health and Wellness: Medical, dental, and vision insurance plans.
• Mental health support and wellness initiatives.
• 401(k) Plan with a generous company matching contribution.
• Employee Assistance Program: Confidential counseling services.
• Matching charitable donations up to $5,000.
• Volunteer Time Off: Up to 16 volunteer hours annually.
• At least 24 Paid Time Off (PTO) days.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees