What are the responsibilities and job description for the Senior Investment Analyst position at Corebridge Financial?
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
Who We Are
Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Corebridge Financial Private Credit Group (“PCG”) invests across several asset classes, including Corporate Privates (“CP”), Infrastructure, Structured Credit (Asset Backed Securities and Collateralized Loan Obligations) and Direct Lending. These investments are typically long-term, fixed rate debt securities issued by public or private companies outside of the public bond market in a range of industries and geographies.
About The Role
In this Senior Investment Analyst role, you will support Structured Credit deal teams in evaluating new transaction opportunities and monitoring a portfolio of existing investments. The analyst will be exposed to all aspects of the underwriting process and given the opportunity to develop fundamental credit investing skills. New investment recommendations and amendment and restructuring negotiations must be conducted using good judgment on credit, structure and pricing with the goal of providing appropriate levels of protection and return for the risk taken.
What our employees like most about working for Corebridge
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR
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
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
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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.
Applications will be accepted for this position until a satisfactory candidate pool has been identified
Functional Area
IN - Investment
Estimated Travel Percentage (%): No Travel
Relocation Provided: No
Corebridge Institutional Investments (U.S.), LLC
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 We Are
Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Corebridge Financial Private Credit Group (“PCG”) invests across several asset classes, including Corporate Privates (“CP”), Infrastructure, Structured Credit (Asset Backed Securities and Collateralized Loan Obligations) and Direct Lending. These investments are typically long-term, fixed rate debt securities issued by public or private companies outside of the public bond market in a range of industries and geographies.
About The Role
In this Senior Investment Analyst role, you will support Structured Credit deal teams in evaluating new transaction opportunities and monitoring a portfolio of existing investments. The analyst will be exposed to all aspects of the underwriting process and given the opportunity to develop fundamental credit investing skills. New investment recommendations and amendment and restructuring negotiations must be conducted using good judgment on credit, structure and pricing with the goal of providing appropriate levels of protection and return for the risk taken.
- Make new investment recommendations and manage the Structured Credit portfolio, including reviewing periodic financial and compliance statements, monitoring worksheets and completing credit reviews, analyzing amendment requests, ensuring accurate monthly portfolio pricing, and other duties as assigned.
- Assist with internal reporting and special projects as assigned.
- Supporting senior team members with transaction due diligence, including opportunity screening, business and industry research, financial modeling, preparation of credit committee presentation materials, and legal documentation review and negotiation.
- Management and monitoring of existing portfolio credits with a focus on reviewing financial statements and compliance reporting in order to collect and maintain portfolio data and to prepare and present periodic credit reviews.
- Participation in management presentations, credit committee meetings, and interactions with key counterparties such as investment bankers, legal counsel, and issuer management teams.
- 2 years of relevant experience
- Bachelor’s degree from an accredited institution
- Good written and oral communication skills
- Proactive team player with intellectual curiosity and a positive attitude
- Ability to take direction, take ownership of tasks and responsibilities and meet deadlines
- High ethical standards, good judgment and flexibility in achieving goals
- Proficient in Excel; financial modeling and credit analysis skills are a plus
What our employees like most about working for Corebridge
- We care about your professional development. Our career progression program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation.
- Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us? We put our money where our mouth is! Corebridge, will give you up to 16 hours a year paid time off to volunteer in the community.
- Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
- Paid Time Off (Corebridge recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 9 paid holidays per calendar year.
- A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge automatically contributes an additional 3% in to your 401K regardless of if you enroll or not.
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 Financial’s 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.
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.
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
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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.
Applications will be accepted for this position until a satisfactory candidate pool has been identified
Functional Area
IN - Investment
Estimated Travel Percentage (%): No Travel
Relocation Provided: No
Corebridge Institutional Investments (U.S.), LLC
Salary : $90,000 - $105,000