Senior Portfolio Analyst (HYBRID)

Equitable•New York, NY

4d•$100,000 - $150,000•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics team. This role plays a critical part in investment manager oversight, portfolio analytics, and Board-level reporting, supporting over $120B in multi-asset portfolios across variable insurance platforms. The position offers broad exposure to manager research, asset allocation, portfolio construction, and governance, with direct interaction with senior leadership and the Independent Board of Directors. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration. 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.

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, and/or related field
5+ years of experience in portfolio analytics, manager research, or investment reporting
Established proficiency in Excel (including VBA/macros)
Highly developed analytical, communication, and presentation skills, with the ability to synthesize complex performance, risk, and portfolio data into concise, impactful narratives for senior leadership.

Nice To Haves

Experience with analytical tools such as Bloomberg, Aladdin, Morningstar, or FactSet preferred
Professional designation (CFA, CAIA) or in progress

Responsibilities

Lead analysis of portfolio performance, risk, and attribution across multi-asset portfolios, including Allocation, Target Date, ETF, and Offshore strategies
Provide insightful performance attribution and identify key drivers of returns and active positioning
Monitor portfolios relative to benchmarks, peers, and stated objectives, highlighting emerging risks and opportunities
Ensure portfolios remain aligned with investment guidelines, risk tolerances, and strategic objectives
Support selection, evaluation, and ongoing oversight of external investment managers overseeing ~$130B in assets
Participate in manager due diligence, monitoring, and termination decisions, including qualitative and quantitative assessments
Assist in manager search processes, including RFP development, evaluation frameworks, and recommendation materials
Monitor organizational, personnel, and process risks across sub-advisors
Prepare and deliver quarterly Board of Trustee materials, including performance, risk, and manager updates
Support annual 15c process, including performance evaluation, fee analysis, and benchmarking for management contract approvals
Translate complex analytics into clear, concise, board-ready insights and narratives
Partner with senior leadership to frame key discussion points and recommendations for governance bodies
Support development and enhancement of portfolio structures, asset allocation frameworks, and new product initiatives
Analyze market developments and macro trends, assessing implications for portfolio positioning
Contribute to portfolio transitions and implementation oversight, ensuring efficient execution
Partner with Investment Specialists and Communication teams to support client-facing materials and messaging
Maintain oversight and coordination with strategic partners (e.g., AXA Japan for offshore portfolios)
Support regulatory and compliance reporting, including N-Port and N-CEN