Due Diligence & Investment Research Program Lead
AIG
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Arizona • New Jersey • United States
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Salary
💰 $110,000 - $120,000 per year
Job Level
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.
- 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.
- Must maintain an in-depth understanding of market conditions, trends and overall economic outlook including domestic and global developments that may impact the market.
- Responsible for leading and providing advanced expert level investment oversight and management directly related to implementing Model changes and portfolio objective adjustments.
- Manage team resources both direct and cross-functional, virtual teams in support of VFA’s investment research and product provider oversight.
Requirements
- 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
- Understanding of advisory programs and fiduciary requirements
- Strong command of portfolio construction and investment analysis protocols.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementquantitative investment researchinvestment oversightdata analyticsinvestment analysisportfolio constructiondue diligencemodel changeseconomic outlookmanager fee components
Soft Skills
leadershipteam managementcross-functional collaborationcommunicationorganizational skills
Certifications
Series 65Series 66CFASeries 7Series 24