Financial Analyst

Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, youll 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?
Responsibilities include but are not limited to:
• Produce ongoing business reporting playing a key role in Equitable Investment Managements financial operations
• Prepare and analyze financial information to report profitability generated by the Trusts in which the Equitable Investment Management Group has oversight responsibility
• Prepare financial information to project future revenues, expenses, and profitability for Equitable Investment Management and the Trusts
• Assemble financial models used to support decisions relative to the future structure of the Trust portfolios
• Provide comparative analytics on competitors; draw charts and graphs to support conclusions; present findings in PowerPoint decks
• Interact with and drive analysis of group revenues, expenses, seed capital utilization, and financial ratios at the fund and complex level
• Conduct portfolio level strategic planning by product
• Support development, analysis and presentation of EIM growth initiatives and strategic business development for senior management and Board of Director review
• Perform other projects as assigned supporting the Head of Fund Strategy of Equitable Investment Management
The base salary range for this position is $81,000 - $121,000. 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
Required Qualifications:
• Bachelor's degree
• Demonstrated ability in financial/quantitative data analysis
• Project coordination skills and ability to manage activities from start to finish
• Strong knowledge of Microsoft Excel, PowerPoint and Word
Preferred Qualifications:
• Strong attention to detail and high quality of work production is critical
• Strong work ethic and performance-driven
• Highly self-motivated with ability to effectively work alone or in teams
• Flexible/Adaptable - ability to work effectively in a variety of situations and respond positively to change
• Strong multi-tasker- ability to successfully manage and prioritize diverse activities
• Reliable- ability to meet deadlines and attendance/punctuality standards
• Ability to formulate clear and concise executive presentations on complex topics
• Working knowledge of mutual fund financials
• CFA or pursuit of a CFA designation
Skills
• 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 Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
• 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 organization.
• Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.
• Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; 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 to leverage their 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.