Investment Analyst

Corebridge Financial Services

Houston, TX, United States
Hybrid
Investment data support
Fund selection and mapping
Investment reporting slas
Provide investment data for new business acquisition and maintenance of existing groups on the open architecture fund platform

Job Summary

  • Provide investment data for new business acquisition and maintenance of existing groups on the open architecture fund platform.
  • Review investment menu information, assist in fund selection and mapping, and provide investment reporting to strategic groups.
  • Corebridge Financial prioritizes employee health, well-being, and work-life balance with comprehensive benefits including health insurance, retirement savings, and paid time off.

Matching Summary

Provide investment data for new business acquisition and maintenance of existing groups on the open architecture fund platform.

Skills & Requirements

Must-have

  • Investment data support
  • Fund selection and mapping
  • Investment reporting SLAs
  • Data updates and maintenance
  • RFI/RFP completion
  • MS Excel proficiency

Nice-to-have

  • Positive outlook
  • Customer service focus
  • Flexible and adaptive
  • Solutions-oriented attitude
  • Collaboration with operations teams

Key Requirements

  • Bachelor's Degree or 4+ years of direct experience
  • Basic mutual fund knowledge
  • Morningstar Direct proficiency
  • FINRA Series 6 or 7 a plus
  • Ability to manage competing priorities

Work Rights

Not specified

Tailored Resume

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