Job Number: 10147
Job Number: 260000F2
External Description: About the Role 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) 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.
Community / Marketing Title: Senior Portfolio Analyst (HYBRID)
Location_formattedLocationLong: New York, New York US
