Base: $110,000 to $120,000; bonus/equity: eligible...
Hybrid
Investment manager due diligence
Mutual fund and etf analysis
Model strategy and sma oversight
This role leads investment due diligence and research oversight across the firm’s advisory platforms and brokerage product shelf, focusing on evaluating mutual funds, ETFs, SMAs, model strategies and other investment solutions
Job Summary
This role leads investment due diligence and research oversight across the firm’s advisory platforms and brokerage product shelf, focusing on evaluating mutual funds, ETFs, SMAs, model strategies and other investment solutions.
Responsibilities include initial due diligence, ongoing monitoring and risk assessment, with the goal of ensuring that all approved investment offerings meet the firm’s investment standards and regulatory requirements.
Corebridge offers a comprehensive benefits and wellness program designed to support employees both personally and professionally, including health and wellness benefits, retirement savings, and paid time off.
Matching Summary
This role leads investment due diligence and research oversight across the firm’s advisory platforms and brokerage product shelf, focusing on evaluating mutual funds, ETFs, SMAs, model strategies and other investment solutions.
Salary
Base: $110,000 to $120,000; Bonus/Equity: Eligible for discretionary bonus; Benefits: Competitive benefits package
Skills & Requirements
Must-have
Investment manager due diligence
Mutual fund and ETF analysis
Model strategy and SMA oversight
Brokerage product shelf evaluation
Cross-functional collaboration with teams
Subject matter expert in investment analysis
Nice-to-have
Contribute to evolving frameworks
Support client-facing teams
Thrive in fast-paced environment
Embrace different perspectives
Key Requirements
Series 65/66 or ability to obtain
Extensive financial services experience
Broad multi-asset investment knowledge
Familiarity with Morningstar, Bloomberg
Understanding of advisory programs and fiduciary requirements