Investment Analyst

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.

About the Role

Responsibilities

• As an Investment Analyst you will provide support to our clients and financial professionals by offering an extraordinary quality service experience.
• The Investment Analyst will be responsible for performing the following:
• Providing investment data for supporting new business acquisition as well as maintenance of existing groups on the open architecture fund platform.
• Reviewing investment menu information and assisting in the fund selection and fund mapping process.
• Provide investment reporting to strategic groups while meeting agreed-upon SLAs.
• Data updates and maintenance of information on the group mutual fund platform master fund list.
• Providing investment information and reimbursement calculations to support group mutual fund pricing/repricing requests.
• Completing investment related portions of RFIs/RFPs including investment performance rankings expense and other analytic data.
• Work collaboratively with operations teams to support plan sponsor investment related requests.
• Support custom target date model implementations and updates.
• Maintain investment related marketing pieces on a monthly/quarterly basis.
• Be detail oriented self-motivated with a positive outlook and a clear focus on providing good customer service.
• Be flexible and adaptive while working in a dynamic business environment.

Skills and Qualifications

• Bachelors Degree in related field preferred or 4 years of direct experience required.
• Basic knowledge of mutual funds including investment performance measurement and metrics benchmarks and expenses highly preferred.
• Intermediate to advanced proficiency with MS Excel required.
• Proficiency in Morningstar Direct highly preferred.
• FINRA Series 6 or 7 a plus; or willingness to obtain within first 12 months of employment preferred.
• Solid communication skills including verbal written and interpersonal skills.
• Ability to manage multiple and competing priorities.
• Problem-solving ability with solutions-oriented attitude.
• Ability to handle increasingly high volume of work in a fast paced deadline driven environment.
• Flexibility to work additional hours as necessary to meet business and client needs.

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.

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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