Portfolio Analyst

Job Number: 9705

Job Number: 250000D2

External Description: At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

We are seeking a Portfolio Analyst to join the General Account (GA) Investment team to support the day-to-day operations and analytical functions across a broad range of investment strategies for the General Account . The successful candidate will work closely with senior team members, external investment managers, and cross-functional partners to support for the day-to-day investment activity, portfolio monitoring, and reporting efforts.

Responsibilities include, but are not limited to.

• Prepare and maintain investment dashboards and reports to track investment exposures, investment activity, performance tracking, portfolio and risk analytics, etc.

• Assist in onboarding new investments, managers, and strategies, including documentation, system setup, and coordination with internal and external stakeholders.

• Support development and implementation of investment guidelines

• Collaborate with accounting, treasury and external managers to ensure investment data accuracy and integrity.

• Prepare investment committee memos, board presentations, regulator and/or rating agency materials.

• Provide ad-hoc analytical and reporting support to the investment and operations team.

In office schedule: This team member will be working in the office 2-3 days/week.

The base salary range for this position is $100,000-$150,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
Minimum Qualifications:

• Bachelor's degree with a concentration in Business, Finance and/or Economics

• 2 years of asset management or other financial services experience with knowledge of core insurance asset classes and investment analytics framework.

• Demonstrated analytical skills and attention to detail.

• A collaborative mindset and a sense of ownership and accountability.

• Effective written and verbal communication skills.

• Self-starter with a proactive mindset and a willingness to learn.

Preferred Qualifications:

• MBA or CFA

• Working knowledge of portfolio management systems (Aladdin, Clearwater, Bloomberg)

Skills

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Investments: Knowledge of the investments business; ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.

Investment Operations Management: Knowledge of investment operations management; ability to effectively and efficiently manage investment operations through various investment operations principles, procedures, and techniques.

Portfolio Management: Knowledge of investment portfolios; ability to utilize relevant tools and techniques in managing clients' securities investments.

ABOUT EQUITABLE

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Portfolio Analyst

Location_formattedLocationLong: New York, New York US