Statutory and Finance Strategy Analyst; HYBRID

Overview

Statutory and Finance Strategy Analyst (HYBRID) )

UNITED STATES-NY-New York

Equitable

Full-time

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 is looking for a Statutory and Finance Strategy Analyst. The Statutory Balance Sheet Analytics Team serves as a key leader within the Treasury, responsible for capital and free cashflow projections, analysis and attribution, and the support of strategic initiatives that affect capital. We are seeking a highly analytical and detail-oriented talent to join our team and reporting to Head of Capital Forecasting.

In this role, you will support key capital forecasting activities, assist with balance sheet management tasks, and contribute to maintaining a strong and sustainable capital position for the company. You will work closely with partners across Actuarial, Accounting, Investments, and various business teams to gather data, run analyses, and help prepare materials for management.

Assist in updating and maintaining the company’s capital and free‑cash‑flow projection models.

Support analyses of capital impacts related to various business activities (e.g., reinsurance arrangements, product changes, asset transactions).

Help prepare routine capital projection materials used in planning cycles and internal reviews.

Contribute to asset‑liability management efforts by gathering data, running reports, and monitoring key balance‑sheet metrics.

Prepare clear and organized presentation materials and reports for internal teams and senior leaders.

Assist with documentation and materials used for communications with external parties, including regulators and rating agencies.

Stay up to date on internal guidelines and support the team in tracking changes to relevant regulatory capital requirements.

Hybrid – 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 $70,000 - $104,000. 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.

• 1+ years of experience in life insurance, capital management, actuarial modeling, ALM or risk management.
• Proficiency with Excel, Word and PowerPoint.
• Advanced degree (preferred).
• Analytical skills.
• Knowledge of investment accounting and financial assets.
• Demonstrated written and verbal communication skills.
• Knowledge of Python/VBA or other coding languages.

• Accuracy and Attention to Detail:
  Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
• Business Orientation:
  Knowledge of business concepts, tools and techniques; ability to operate with a business mindset that complements one's functional specialty and keeps it in a business context.
• Cross-functional Collaboration:
  
  Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
• Data Gathering and Analysis:
  Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
• Financial Reporting:
  Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
• Managing Multiple Priorities:
  Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective…