Portfolio Analyst

Portfolio Analyst ( 250000KV )

Primary Location : UNITED STATES-NY-New York

Organization : Equitable

Schedule : Full-time

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 full-time Associate to join the General Account (“GA”) Investment team to support the day-to-day management of the GA investment portfolio. The successful candidate will work closely with senior team members, external managers and cross-functional partners to provide support investment activity, portfolio monitoring and performance reporting.

Responsibilities include:

• Supporting the day-to-day management of the fixed-income portfolio for the general account

• Providing support on new investment manager or strategy diligence, development, and implementation of investment guidelines, as well as manager onboarding.

• Maintaining and enhancing investment dashboards and reporting related to portfolio exposure, investment activity, and performance.

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

• Preparing investment committee memos, board presentations, and materials for regulators and rating agencies

• Participating in industry conferences and staying updated on emerging industry trends and themes in insurance asset management

• Performing ad-hoc research and analytical projects as needed

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 - $130,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)

Qualifications

Required Qualifications:

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

• 2 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry

• Interest and experience in fixed income markets (both public and private)

Preferred Qualifications:

• MBA or CFA

• Analytical skills and attention to detail

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

• Excellent written and verbal communication skills

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

• Proficiency in Microsoft Office (Excel, PowerPoint) and working knowledge of portfolio management systems (Aladdin, Clearwater, Bloomberg)

• Knowledge of Python/SQL or other coding languages

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.

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.

Req ID: 250000KV