Due Diligence & Investment Research Program Lead

Who We Are

At Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable empower each other and go above and beyond for our stakeholders.
• We learn improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives enabling our colleagues to make an impact and bring their whole selves to work.

Who Youll Work With

This position will be reporting to the SVP Wealth Management Solutions

About The Role

This position is responsible for the implementation and ongoing management of VFAs investment research due diligence and required leadership for all VFA advisory programs with strong emphasis on the investment research admission and monitoring process for the retail advisory programs specifically focused on leading the due diligence for model providers separately managed account managers independent financial experts (IFEs) as well as leading the due diligence for approved product shelf for brokerage (commission) based providers and offers. This role must have strong knowledge and experience of all major asset classes: equity fixed income and ESG investing. The role must maintain an in-depth understanding of market conditions trends and overall economic outlook including domestic and global developments that may impact the market. The position will be responsible for leading and providing advanced expert level investment oversight and management directly related to implementing Model changes and portfolio objective adjustments. The leadership role will be responsible for educating informing and recommending to Investment Advisory Services Committee any asset allocation changes manager additions and/or manager strategy removals. The leader must have the skill set and experience to interpret data from economic social political and business trends and the related impact on the fund and capital markets. Experience with all asset classes is required: equities bonds convertible bonds and other derivatives.

Responsibilities:

• Strategic Planning: develop implement and monitor strategic plan for insourcing of investment research that supports the corporate and business unit goals for VFA.

• Business Delivery & Operations: Lead design manage and oversee the implementation of the investment research functions for the VFA advisory services business including setting the strategy for investment admission and monitoring using quantitative and statistical modeling to support the management decision making process.

• Managerial Leadership: Manage team resources both direct and cross-functional virtual teams in support of VFAs investment research and product provider oversight

• Risk Management & Control: oversee current regulatory requirements for existing advisory programs and their respective investment solutions as well as leading the overall investment efforts to comply with local state and national regulatory requirements

Please note this is not an exhaustive list of all responsibilities of the position and the requirements of the job may change in line with business needs.

Skills and Qualifications

• Extensive experience in the financial services industry in portfolio management and quantitative investment research.

• Candidate must have extensive understanding and proficiency in the investment business including knowledge and experience with broad array of investment solutions experience testing of products and platform capabilities for new and existing product types in the advisory space and technology infrastructure platforms and tools such as Morningstar Bloomberg and rating services; strong knowledge of the application and understanding of manager fee components and pricing within a managed account program.

• Required licenses: Series 65/66 or ability to obtain in the first 90 days of employment. CFA preferred Series 7 and 24 a plus

• Knowledge of major asset classes: equity fixed income stable value and ESG/SRI investing

• Strong experience with investment research and analysis tools

• Strong data analytics skill set required

• Understanding of advisory programs and fiduciary requirements

• Strong command of portfolio construction and investment analysis protocols

This role is deemed a covered associate under SEC Rule 206(4)-5 17 CFR 275.206(4)-5 Political contributions by certain investment advisers and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations would disqualify the candidate or Corebridge Financial from conducting Corebridge Financials business or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Work Location
This position is based in Corebridge Financials Houston TX office and is subject to our hybrid working policy which gives colleagues the benefits of working both in an office and remotely.

Estimated Travel
May include up to 25%

Why Corebridge

At Corebridge Financial we prioritize the health well-being and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• 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 $5000.
• 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.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal state and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race color religion sex gender gender identity or expression sexual orientation national origin disability neurodivergence age veteran status or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation growth and profitability. Through a wide variety of programs and initiatives we invest in each employee seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process please send an email to . Reasonable accommodations will be determined on a case-by-case basis in accordance with applicable federal state and local law.

We will consider for employment qualified applicants with criminal histories consistent with applicable law.

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