Talent.com
Senior Analyst, Portfolio Mgmt Support

Senior Analyst, Portfolio Mgmt Support

Corebridge FinancialNew York, NY, United States
16 hours ago
Job type
  • Full-time
Job description

Who We Are

At Corebridge Financial, we believe action is everything. That's 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 You'll Work With

Corebridge Investments manages over $400B of assets for Corebridge and their related insurance companies through separately managed portfolios and fund investments across a wide array of asset classes, including high grade and below investment grade corporate credit, private credit and direct lending, commercial and residential real estate, and private and real estate equity. The organization is comprised of experienced investment professionals who seek to create attractive risk-adjusted returns for the firm and its shareholders.

About the role

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.

    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.
  • Skills and Qualifications

  • Microsoft : Excel, PowerPoint, Power Pivot / BI.
  • 2 years of industry experience.
  • 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.
  • Compensation

    The anticipated salary range for this position is $95,000 - $100,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

    Work Location

    This position is based in Corebridge Financial's New York, NY office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

    #LI-SAFG #LI-Hybrid

    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 $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.
  • 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 TalentandInclusion@corebridgefinancial.com. 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.

    To learn more please visit : www.corebridgefinancial.com

    Functional Area : IN - Investment

    Estimated Travel Percentage (%) : No Travel

    Relocation Provided : No

    Corebridge Institutional Investments (U.S.), LLC

    Create a job alert for this search

    Portfolio Analyst • New York, NY, United States

    Related jobs
    • Promoted
    • New!
    Analyst, Portfolio Administration

    Analyst, Portfolio Administration

    Virtus Investment PartnersNew York, NY, United States
    Full-time
    Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.We are a dynamic, fast-growing organization with the resources of a large firm and the innovativ...Show moreLast updated: 16 hours ago
    • Promoted
    BSM Analyst

    BSM Analyst

    Vaco by HighspringPort Chester, NY, US
    Full-time
    BSM Analyst (Balance Sheet Management).We are partnering with our client, a leading financial services firm, to hire a BSM Analyst to join their Corporate Treasury team. This individual will play a ...Show moreLast updated: 6 days ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationSayreville, New Jersey
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 20 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    Vaco by HighspringAsbury Park, NJ, US
    Permanent
    Our client, a well-established and mission-driven organization, is seeking a.This position plays a key role in budgeting, financial reporting, and analysis across multiple facilities, supporting bo...Show moreLast updated: 14 days ago
    • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    StoutEdison, NJ, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 28 days ago
    • Promoted
    Grants Analyst

    Grants Analyst

    CFSStamford, CT, US
    Part-time
    We are seeking an experienced Grants Analyst to join our team on a part-time basis for a 6-12 month engagement.The successful candidate will play a key role in managing and allocating a significant...Show moreLast updated: 19 days ago
    • Promoted
    • New!
    Portfolio Management Analyst

    Portfolio Management Analyst

    Redwood TrustNew York, NY, United States
    Full-time
    The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan ser...Show moreLast updated: 16 hours ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    Blake Smith Staffing, LLCStamford, CT, United States
    Full-time
    We are seeking an Alternatives-focused Portfolio Analyst to join our Stamford, CT office.The Portfolio Analyst works across a range of clients, including Endowments & Foundations, Pension Plans, Fa...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Portfolio Implementation Analyst - Long Only

    Portfolio Implementation Analyst - Long Only

    AQR Capital ManagementGreenwich, CT, United States
    Full-time
    AQR is a global investment firm built at the intersection of financial theory and practical application.We strive to deliver concrete, long-term results by looking past market noise to identify and...Show moreLast updated: 15 hours ago
    • Promoted
    Portfolio Analyst 1

    Portfolio Analyst 1

    Blake Smith Staffing, LLCStamford, CT, United States
    Full-time
    Responsibilities • Consult with clients taking the central role on the advisory service delivered to them.Assist clients with formulating investment policy and guidelines, making recommendations to ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Compliance Analyst

    Senior Compliance Analyst

    Creative Financial StaffingStamford, CT, US
    Full-time
    Stamford, CT - full-time onsite to start.Great tenure throughout the organization.Strong mission - commitment to serving their community. High visibility role, and opportunity for advancement.Compet...Show moreLast updated: 26 days ago
    • Promoted
    Portfolio Implementation Analyst

    Portfolio Implementation Analyst

    AQRGreenwich, CT, United States
    Full-time
    Portfolio Implementation Analyst.AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking ...Show moreLast updated: 8 days ago
    • Promoted
    Endoscopy Application Analyst II

    Endoscopy Application Analyst II

    RWJBarnabas Health Corporate ServicesOceanport, NJ, US
    Full-time
    Job Title : Application Analyst II.Location : Barnabas Health Corp.Department : EMR Project Capital.The above reflects the anticipated annual salary range for this position if hired to work in New Jer...Show moreLast updated: 5 days ago
    • Promoted
    Senior Product Services & Management Analyst - Athena IDX

    Senior Product Services & Management Analyst - Athena IDX

    Northwell HealthLake Success, NY, United States
    Full-time
    Supports and enhances products on larger, more complex or multiple products for enterprise resource planning, budgeting, data warehousing, and financial reporting. Collaborates with Finance and vend...Show moreLast updated: 20 days ago
    • Promoted
    • New!
    Asset Management - Relative Value / Macro Hedge Fund Analyst - Associate

    Asset Management - Relative Value / Macro Hedge Fund Analyst - Associate

    JPMorgan Chase Bank, N.A.New York, NY, United States
    Full-time
    Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engi...Show moreLast updated: 15 hours ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    Equitable HoldingsNew York, NY, United States
    Full-time
    At Equitable, our power is in our people.We're individuals from different cultures and backgrounds.Those differences make us stronger as a team and a force for good in our communities.Here, you'll ...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Implementation Analyst - Long Only

    Portfolio Implementation Analyst - Long Only

    AQRGreenwich, CT, United States
    Full-time
    AQR is a global investment firm built at the intersection of financial theory and practical application.We strive to deliver concrete, long-term results by looking past market noise to identify and...Show moreLast updated: 8 days ago
    • Promoted
    Manager, Product Portfolio Lead (Hybrid)

    Manager, Product Portfolio Lead (Hybrid)

    Selective InsuranceMillburn, NJ, United States
    Full-time
    At Selective, we don't just insure uniquely, we employ uniqueness.Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards a...Show moreLast updated: 1 day ago