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Equitable · 1 day ago

Portfolio Analyst (HYBRID)

New York, NY

Full-time

Hybrid

Entry Level

$100K/yr - $130K/yr

2+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a full-time Associate to join the General Account Investment team, responsible for managing the GA investment portfolio and supporting investment activities and performance reporting.

BankingConsultingFinancial Services

H1B Sponsor Likely

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

Qualification

Business degreeInvestment analysisFixed income marketsCFAMicrosoft OfficePortfolio management systemsPython/SQLAnalytical skillsCommunication skillsCollaborative mindsetSelf-starter

Required

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

2+ 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)

Preferred

MBA or CFA

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

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)