Senior Portfolio Analyst (HYBRID)

Equitable Advisors; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Hybrid work schedule

Job summary

Equitable Investment Management Group seeks a Senior Portfolio Analyst to join the Portfolio Analytics team. The role supports investment manager oversight, portfolio analytics, and Board-level reporting for over $120B in multi-asset portfolios across variable insurance platforms, with interaction with senior leadership and the Independent Board of Directors.

You'll lead portfolio performance analysis, risk, and attribution across multi-asset portfolios, and participate in manager due diligence,

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, or related field.
• 5+ years of experience in portfolio analytics, manager research, or investment reporting.
• Proficiency in Excel, including VBA/macros.
• Experience with Bloomberg, Aladdin, Morningstar, or FactSet.
• Strong analytical, communication, and presentation skills for senior leadership.

Responsibilities

• Lead analysis of portfolio performance, risk, and attribution across multi-asset portfolios.
• Provide performance attribution and identify key drivers of returns and active positioning.
• Monitor portfolios relative to benchmarks, peers, and stated objectives.
• Ensure portfolios remain aligned with investment guidelines, risk tolerances, and strategic objectives.
• 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.
• Prepare and deliver quarterly Board of Trustee materials, including performance, risk, and manager updates.

Skills

Analytical skills

Education

Bachelor's degree in Finance/Economics/Mathematics

CFA/CAIA in progress

Tools

Bloomberg

Aladdin

Morningstar

FactSet

Job description

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 missionwe’vehoned 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

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

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.

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.

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 toleveragetheir 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.

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 [phone] or email us at [e-mail] .