Chief of Staff to Chief Investment Officer – General Account

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 Chief of Staff to the Chief Investment Officer (CIO) of the General Account at Equitable plays a pivotal role in supporting the strategic, operational, and financial initiatives of the Office of the CIO (OCIO). This role serves as a key advisor and thought partner to the CIO, ensuring alignment across investment strategies, reporting, and stakeholder engagement. The Chief of Staff will manage multiple complex assignments, drive efficiency and productivity, and facilitate communication across internal and external stakeholders.

• Support key reporting lines in the c.$120bn General Account asset portfolio, focusing on numerous investment metrics, entities, strategies, portfolios, and asset classes.
• Generate presentations for executive management that provide insight and recommendations on complex investment topics.
• Serve as a point of contact to key OCIO stakeholders including Financial Planning & Analysis, Investor Relations, Investment Accounting, and Treasury.
• Support Equitable’s ESG/Responsible Investment program, including implementation of ESG integration and impact investment initiatives, reporting, and disclosures.
• Assist in drafting materials for Equitable’s investment committee and board of directors.
• Coordinate strategic planning and execution of investment initiatives across the OCIO team.
• Facilitate communication and alignment between the CIO and internal/external stakeholders.
• Work a hybrid office schedule of 2 to 3 days per week.
• Base salary range: $100,000 - $170,000, plus performance-based incentives. Eligible for bonuses and short-term incentives.

Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.

Equitable

Pay and Benefits:

Equitable Total Rewards Program

• 5+ years experience in an investment analyst role, financial planning & analysis for a large company, and/or financial reporting role collaborating with numerous stakeholders.
• Established prioritization skills with a clear focus on results.
• Demonstrated ability to meet project deadlines and work within a fast-paced, project-driven, and team-oriented environment.
• Proven analytical, and critical thinking skills with demonstrated ability to analyze and solve complex problems and drive change.
• Ability to develop and deliver presentations that synthesize complex problems and recommended solutions.
• Background in finance, investments, and/or insurance.
• Advanced Microsoft Excel and PowerPoint skills.

• Proven interpersonal skills and the ability to interact with all levels of the organization, including senior management.
• Demonstrated initiative, flexibility, and professionalism in dealing with management.

• 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 Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
• Managing Expenses and Finances: Knowledge of the principle and methodology of finance management; ability to use the functions, tools and processes needed to manage financial assets and liabilities throughout the…