Portfolio Analyst

Equitable•New York, NY

53d•Onsite

About The Position

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. In office schedule: This team member will be working in the office - days/week. The base salary range for this position is $, - $,. 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 (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

Requirements

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

Nice To Haves

MBA or CFA

Responsibilities

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