Financial Analyst, Equitable Investment Management

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?

The Financial Analyst role is a member of the Financial Analysis and Strategic Planning team within Equitable Investment Management Group, LLC (“EIMG”). The individual interacts closely with the investments team and other key stakeholders, assisting with long term strategy for the group. The ideal candidate is comfortable in a high performance, fast paced environment and able to quickly develop strong working relationships within and outside the group. 
A successful candidate will help to drive strong collaboration between EIMG and the Business and to improve efficiency and productivity of the organization; the individual will assist senior leaders to identify, evaluate, prioritize and deliver strategic initiatives. 

Responsibilities include, but are not limited to:

• Assisting with EIMG strategic and tactical business plans to contribute to the group’s strategic objectives, while assessing impacts to key financial metrics
• Helping to identify, assess, and evaluate business optimization opportunities
• Assisting with the implementation of fund launches, mergers, and restructurings to optimize fund profitability
• Contributing to regular discussions with the broker dealer related to the group’s model portfolios and retail mutual fund complex
• Preparation of regular and ad-hoc reporting for EIMG’s Financial Analysis and Strategic Planning team
• Preparation of financial reporting for EIMG, including departmental budgets, internal trial balances, cash flows, and dividends to Equitable
• Preparation of various management presentations and presentations to the independent Board of Trustees of the Funds, including the annual 15(c) contract renewal process

The base salary range for this position is $82,000 - $123,000.  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

Required Qualifications:

• Bachelor’s Degree, preferably in Business, Finance, or Accounting
• 2+ years of experience in a comparable business or finance role
• Proficiency in Microsoft Excel

Preferred Qualifications:

• MBA or CFA
• Technical, analytical and critical thinking skills, with demonstrated ability to analyze and solve complex problems and drive change
• Ability to articulate complex topics to stakeholders at all levels of the organization
• Proven ability to successfully manage multiple priorities at once
• Extremely proactive, anticipating needs and connecting the dots
• Demonstrated strong relationship building skills at all levels of the organization
• Ability to inspire confidence and create trust through interactions with others

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.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Effective Communications\: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Financial Forecasting and Modeling\: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

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.