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

Created: 2024-11-04