Talent.com
Chief of Staff to the Chief Investment Officer – General Account
Chief of Staff to the Chief Investment Officer – General AccountEquitable • New York, NY, United States
Chief of Staff to the Chief Investment Officer – General Account

Chief of Staff to the Chief Investment Officer – General Account

Equitable • New York, NY, United States
Hace 7 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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.

Responsibilities

  • 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

Required Qualifications

  • 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.
  • Preferred Qualifications

  • 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.
  • 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.
  • 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 organization.
  • Process Management : Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.
  • 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 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.

    Equal Employment Opportunity

    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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.

    #J-18808-Ljbffr

    Crear una alerta de empleo para esta búsqueda

    Chief Of Staff • New York, NY, United States

    Ofertas relacionadas
    US Chief Investment Officer

    US Chief Investment Officer

    Marsh McLennan • New York, NY, US
    A tiempo completo
    We are seeking a talented individual to join our US Investment Solutions team at Mercer.This role will be based in the US in one of our major office locations. This is a hybrid role that has a requi...Mostrar más
    Última actualización: hace 20 horas • Oferta promocionada • Nueva oferta
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay Bank - Headquarters • Queens, NY, United States
    A tiempo completo
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    First Line of Defense Tailored Lending Business Control Unit Vice President

    First Line of Defense Tailored Lending Business Control Unit Vice President

    Morgan Stanley • Purchase, NY, US
    A tiempo completo
    Vice President, MSPBNA Lending Business Control Unit.Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Secu...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Financial Systems Director

    Financial Systems Director

    Vaco by Highspring • Redbank, NJ, US
    A tiempo completo
    Our client is looking for a Financial Systems Consultant to support their centralized reconciliation team (QAP).This role blends accounting, reconciliations, BlackLine support, reporting, and light...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Staff Accountant

    Staff Accountant

    CFS • Dobbs Ferry, NY, US
    A tiempo completo
    Responsible for maintaining and reconciling fixed assets, long-term debt, and payroll liability accounts.Maintain fixed assets accounting and capital project documentation per GAAP.Calculate deprec...Mostrar más
    Última actualización: hace 5 días • Oferta promocionada
    US Chief Investment Officer

    US Chief Investment Officer

    Marsh & McLennan • New York, NY, US
    A tiempo completo
    We are seeking a talented individual to join our US Investment Solutions team at Mercer.This role will be based in the US in one of our major office locations. This is a hybrid role that has a requi...Mostrar más
    Última actualización: hace 8 horas • Oferta promocionada • Nueva oferta
    Vice President, Assistant Treasurer

    Vice President, Assistant Treasurer

    QXO • Greenwich, CT, United States
    A tiempo completo
    Senior Vice President, Treasurer.QXO is seeking a Vice President, Assistant Treasurer to play a key leadership role in managing and optimizing the company’s treasury operations.This is a hands-on, ...Mostrar más
    Última actualización: hace 11 días • Oferta promocionada
    Chief of Staff

    Chief of Staff

    NYC Jobs • Corona, NY, US
    A tiempo completo
    Chief Of Staff For The Bureau Of Environmental Compliance.The New York City Department of Environmental Protection (DEP) enriches the environment and protects public health for all New Yorkers by p...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Chief Operating Officer

    Chief Operating Officer

    Integrated Resources, Inc ( IRI ) • Bronx, NY, United States
    A tiempo completo
    Job Title : Chief Operations Officer.Location : Bronx, NY, United States.Duration : 3+ months (Possible Extension or Potential FT Conversion). Schedule : 5 days per week, 40 hours per week, 8 hours per ...Mostrar más
    Última actualización: hace 7 días • Oferta promocionada
    U.S. Private Bank - Investment Professional

    U.S. Private Bank - Investment Professional

    JPMorgan Chase • Old Greenwich, CT, US
    A tiempo completo
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Mostrar más
    Última actualización: hace 15 días • Oferta promocionada
    Chief of Anesthesiology

    Chief of Anesthesiology

    HealthEcareers - Client • Queens, NY, USA
    A tiempo completo
    The Icahn School of Medicine at Mount Sinai’s Affiliation with New York City Health + Hospitals | Queens serving culturally diverse communities in Queens, New York, seeks a physician leader to join...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Business Development Sales

    Business Development Sales

    Massa Multimedia Architecture, PC. • Neptune, NJ, United States
    A tiempo completo
    We’re not just looking for a networker—we’re looking for a closer.Massa Multimedia Architecture (MMA) is seeking a high-performing Business Development Leader who can drive revenue and win work.Thi...Mostrar más
    Última actualización: hace 14 días • Oferta promocionada
    Chief Development Officer

    Chief Development Officer

    RiverSpring Living • Bronx, NY, United States
    A tiempo completo
    RiverSpring Living is a vibrant community serving older adults of all faiths through compassionate care and engagement.Guided by its non-profit mission, RiverSpring Living advocates and celebrates ...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Deputy Chief Investment Officer – General Account

    Deputy Chief Investment Officer – General Account

    Equitable • New York, NY, United States
    A tiempo completo
    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...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Vice President, Portfolio Management (Upper Middle Market)

    Vice President, Portfolio Management (Upper Middle Market)

    Key Bank • Tarrytown, NY, United States
    A tiempo completo
    COMMERCIAL PM TEAM IS GROWING • • •.The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion...Mostrar más
    Última actualización: hace 11 días • Oferta promocionada
    Fixed Assets Accountant

    Fixed Assets Accountant

    Vaco by Highspring • Asbury Park, NJ, US
    A tiempo completo +1
    We are seeking a highly skilled and detail-oriented.Senior Accountant – Fixed Assets.This individual will be responsible for overseeing all aspects of fixed asset accounting, ensuring compliance wi...Mostrar más
    Última actualización: hace 15 días • Oferta promocionada
    Chief of Staff

    Chief of Staff

    Atlas Search • New York, NY, United States
    A tiempo completo
    A real estate firm is looking for a Project Manager that is comfortable commuting on site 5 days a week.Lead and oversee cross-functional projects supporting Operations, Legal, Finance, and senior ...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Chief Compliance Officer

    Chief Compliance Officer

    New Jersey Institute of Technology • Newark, NJ, United States
    A tiempo completo
    Office of Institutional Compliance.General Counsel, Senior Vice President of Legal Affairs and Secretary to the Board of Trustees. The Chief Compliance Officer (CCO) serves as the senior executive r...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada