Senior Portfolio Analytics Lead - Board-Ready Oversight

Equitable Advisors

New York (NY)

Hybrid

USD 100,000 - 150,000

Full time

14 days+

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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.