Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Details below.
Job Description – Senior Portfolio Analyst (HYBRID) (260000F2)
Senior Portfolio Analyst (HYBRID)
(260000F2)
Primary Location : UNITED STATES-NY-New York
Organization : Equitable
Schedule : Full-time
About the Role
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.
What You’ll Be Doing
Portfolio Analytics & Performance Oversight
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
Manager Oversight & Due Diligence
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
Board & Investment Committee Reporting
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
Portfolio Strategy & Implementation
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
Stakeholder & Cross-Functional Support
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
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.
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
What You Will Bring
Required Qualifications:
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)
Experience with analytical tools such as Bloomberg, Aladdin, Morningstar, or FactSet preferred
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.
Preferred Qualifications:
Professional designation (CFA, CAIA, IA) or in progress
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.
Investment Risk Management Policies and Procedures: Knowledge of investment risk management policies and procedures; ability to create, implement, evaluate, and enhance investment risk management policies and procedures.
Organizational Governance: Knowledge of the processes, customs, policies, and rules affecting the way the organization is administered and controlled; ability to ensure compliance with governance guidelines and policies.
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.
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. Click Careers at Equitable to learn more.
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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.
Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.
