Due Diligence & Investment Research Program Lead

Overview

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 of 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.

This role leads investment due diligence and research oversight across the firm’s advisory platforms and brokerage product shelf. The focus is on evaluating mutual funds, ETFs, SMAs, model strategies and other investment solutions made available to advisors and clients. Responsibilities include initial due diligence, ongoing monitoring and risk assessment, with the goal of ensuring that all approved investment offerings meet the firm’s investment standards and regulatory requirements.

The role is a subject matter expert (SME) providing independent, rigorous investment analysis and research recommendations to internal stakeholders and investment committees. The individual will bring broad, multi-asset investment experience and strong analytical judgement to assess managers, strategies, and structures across multiple vehicle types while partnering closely with product, advisory, compliance and governance teams to support sound investment decision making.

• Manager Due Diligence:
  Conduct comprehensive quantitative and qualitative research on investment managers, including analyzing historical performance, investment processes, risk management practices, and organizational structure.
• Investment Due Diligence:
  Lead due diligence and ongoing monitoring for:
  Mutual funds and ETFs;
  Model strategies, SMAs and advisory platforms;
  Alternatives, ESG/SRI and specialty strategies, where available;
  All approved brokerage product shelf offerings
• Ongoing Monitoring, Risk and Governance:
  Monitor investment strategies for performance trends, style drift, risk exposures and organizational changes. Prepare research materials for investment committees and governance forums. Identify and escalate any material issues to the appropriate forums.
• Cross Functional
  
  Collaboration:
  
  Partner with product, advisory, platform, compliance and legal teams to support the investment oversight process. Assist with due diligence in the new platforms, vendors, and product expansions as needed.
• Client Engagement:
  Support client-facing teams by providing insights on manager selection and portfolio construction.
• Leadership and Expertise:
  Contribute to the evolution of due diligence frameworks, research tools and evaluation standards. Serve as a trusted investment SME across the organization.
• 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.
• Research Coverage:
  Maintain research coverage across all major asset classes, including equity, fixed income, multi asset and alternative strategies.

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.

• Extensive experience in the financial services industry with background in investment research and due diligence within asset management, wealth management, or a related financial services environment.
• Broad, multi-asset investment knowledge including equities, fixed income, multi-asset solutions and ETFs. Familiarity with SMAs and advisory platforms as well.
• Familiarity with platforms and tools such as…