Senior Portfolio Analyst

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed 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

Manager Oversight & Due Diligence

• 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

Portfolio Strategy & Implementation

• 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.

Equitable Pay and Benefits: Equitable Total Rewards Program