Due Diligence & Investment Research Program Lead

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

This position will be reporting to the SVP, Wealth Management Solutions

About The Role

This position is responsible for the implementation and ongoing management of VFA’s investment research, due diligence and required leadership for all VFA advisory programs, with strong emphasis on the investment research, admission and monitoring process for the retail advisory programs, specifically focused on leading the due diligence for model providers, separately managed account managers, independent financial experts (IFEs) as well as leading the due diligence for approved product shelf for brokerage (commission) based providers and offers.  This role must have strong knowledge and experience of all major asset classes: equity, fixed income, and ESG investing.  The role must maintain an in-depth understanding of market conditions, trends and overall economic outlook including domestic and global developments that may impact the market.  The position will be responsible for leading and providing advanced expert level investment oversight and management directly related to implementing Model changes and portfolio objective adjustments.  The leadership role will be responsible for educating, informing and recommending to Investment Advisory Services Committee any asset allocation changes, manager additions and/or manager strategy removals.  The leader must have the skill set and experience to interpret data from economic, social, political, and business trends and the related impact on the fund and capital markets.  Experience with all asset classes is required:  equities, bonds, convertible bonds and other derivatives.

Responsibilities:

• Strategic Planning:  develop, implement and monitor strategic plan for insourcing of investment research that supports the corporate and business unit goals for VFA.

• Business Delivery & Operations:  Lead, design, manage and oversee the implementation of the investment research functions for the VFA advisory services business including setting the strategy for investment admission and monitoring using quantitative and statistical modeling to support the management decision making process. 

• Managerial Leadership:  Manage team resources both direct and cross-functional, virtual teams in support of VFA’s investment research and product provider oversight, ,

• Risk Management & Control:  oversee current regulatory requirements for existing advisory programs and their respective investment solutions, as well as leading the overall investment efforts to comply with local, state and national regulatory requirements

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and Qualifications

• Extensive experience in the financial services industry in portfolio management and quantitative investment research.

• Candidate must have extensive understanding and proficiency in the investment business including knowledge and experience with broad array of investment solutions, experience testing of products and platform capabilities for new and existing product types in the advisory space, and technology infrastructure, platforms and tools such as Morningstar, Bloomberg, and rating services; strong knowledge of the application and understanding of manager fee components and pricing within  a managed account program. 

• Required licenses: Series 65/66 or ability to obtain in the first 90 days of employment. CFA preferred, Series 7 and 24 a plus

• Knowledge of major asset classes:  equity, fixed income, stable value, and ESG/SRI investing

• Strong experience with investment research and analysis tools

• Strong data analytics skill set required