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Chief of Staff to the Chief Investment Officer – General Account ( 250000JC )

**Primary Location** : UNITED STATES-NY-New York

**Other Locations** : UNITED STATES-NC-Charlotte

**Organization** : Equitable

**Schedule** : Full-time

Description

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 include, but are not limited to** :

+ 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. **In Office Schedule:** This team member will be working a hybrid schedule of in office 2 to 3 days per week.The base salary range for this position is $100,000 - $170,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001)

Qualifications

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.

**

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 [email protected] .

**Req ID:** 250000JC