Investment Due Diligence & Research Lead

Corebridge Financial

Connecticut

Hybrid

USD 110,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Medical, dental and vision insurance
401(k) plan with company matching
Paid Time Off of at least 24 days

Job summary

A leading investment firm is seeking an expert to lead investment due diligence and research oversight across advisory platforms. The role involves evaluating mutual funds, ETFs, SMAs, and managing risks while ensuring compliance with regulatory standards. Candidates should possess extensive experience and excellent analytical skills. The role is based in Connecticut, with the option for hybrid work arrangements. Competitive salary and benefits are included.

Qualifications

  • Extensive experience in investment research and due diligence.
  • Knowledge of equities, fixed income, and ETFs.
  • Able to communicate complex information clearly.

Responsibilities

  • Conduct comprehensive due diligence on investment managers.
  • Lead ongoing monitoring of investment strategies.
  • Collaborate with product and compliance teams.

Skills

Investment research
Due diligence
Analytical judgment
Risk management
Communication skills

Education

Series 65/66
CFA (preferred)

Tools

Morningstar
Bloomberg

Job description

A leading investment firm is seeking an expert to lead investment due diligence and research oversight across advisory platforms. The role involves evaluating mutual funds, ETFs, SMAs, and managing risks while ensuring compliance with regulatory standards. Candidates should possess extensive experience and excellent analytical skills. The role is based in Connecticut, with the option for hybrid work arrangements. Competitive salary and benefits are included.
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