Senior Analyst, Investor Relations

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

As a highly collaborative team, we serve as effective partners and balance sheet stewards providing the financial leadership to deliver on Corebridge’s strategic objectives. As a member of the Finance team, you will:

• Act as an effective and trusted business partner.

• Provide actionable insights and analysis, influencing business partners and accelerating decision-making.

• Be a prudent and efficient allocator of capital.

• Optimize return on capital by balancing balance sheet strength, investment in growth and shareholder returns.

• Focus on process improvement.

• Build an efficient operating model to maximize time spent on value-adding activities.

• Re-engineer and streamline end-to-end processes and controls, eliminating manual and redundant work.

About The Role

The primary operating objective of the Investor Relations office is to educate and update investors and security analysts about the company, in an accurate manner, to achieve a fair relative stock price.

This position will be primarily focused on supporting investor relations related to Corebridge Financial's business including liaising with the investor community on the company’s strategy and objectives, developing written earning materials, technical analysis and presentation materials related to current and upcoming regulatory reporting requirements, conducting industry research to analyze facts and statistics related to investor relations activities, and maintaining and communicating competitive intelligence.

The Senior Analyst supports Corebridge Financial’s investor relations department and will report to the Director of Investor Relations. 

The role will support the investor relations program for Corebridge including the execution of responsibilities related to strategy, competitive analysis, investor communications and investor targeting.  A successful candidate will possess extensive experience with financial statement analysis, demonstrate strong communication skills (presentation and written word) and the ability to draw key insights and takeaways from analyst research reports, peer group presentations and other external sources.

Responsibilities:

• Prepare investor materials such as presentations, earnings announcements, press releases, speaker notes, Q&A documents and other external and internal communications

• Work closely with finance and business colleagues to analyze financial results and compile important statistics and other relevant information for use during the quarterly earnings cycle

• Build out/maintain competitive intelligence efforts.  Take ownership of updating quarterly peer financial results as well as weekly IR market report.

• Monitor consensus estimates. Identify drivers of EPS movements and prepare analytics pertaining to external outlook of the business

• Monitor, analyze and summarize investors’ feedback and sellside analysts’ reports which speak to Corebridge Financial, its peer and/or the overall industry

• Monitor and summarize relative stock price movements and periodic ownership analysis

• Assess the accuracy of data used in sellside analyst reports

• Assist with shareholder engagement activities including non-deal roadshows, in-house meetings, and conference appearances

• Develop technical expertise in investor relations systems and applications, including but not limited to Factset, Workiva and Visible Alpha

• Research, compile, analyze and summarize information and data for special projects and/or reports

Skills and Qualifications

• Bachelor’s degree or equivalent; MBA or progression toward Chartered Financial Analysis designation a plus

• 8+ years of relevant work experience in investor relations, financial planning and analysis, competitive intelligence, equity research or buyside investments; life insurance industry experience highly preferred

• Strong business and financial acumen; solid understanding of GAAP and statutory accounting, including both financial statements and regulatory framework.  Modeling experience a plus

• Excellent communication skills, proficient storyteller with the ability to synthesize large data sets in a concise manner.  Strong oral and written competencies; ability to clearly articulate the competitive and economic dynamics affecting the business.  Ability to storyboard, helping to craft effective communications through PowerPoint slides with cohesive end-to-end messaging for both internal and external communications

• Ability to multi-task and to operate in a fast-paced environment.  Effectively deals with change in a pro-active and positive manner

• Possess a high level of integrity, confidentiality, ethics and discretion

• Advanced MS Office skills, especially Excel and PowerPoint.

• Experience with Workiva, Factset, Visible Alpha, AlphaSense and Think-Cell is a plus

Compensation

The anticipated salary range for this position is $93,000 - $160,000 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.

Work Location

If the position is based in one of Corebridge Financials' hub offices which is Houston, TX, Jersey City, NJ. or Woodland Hills, CA office the role is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. However, we are open to considering full remote candidates outside of these areas.

#LI-SB1 #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:

FA - Finance

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

The United States Life Insurance Company in the City of New York