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Equitable · 2 weeks ago

Deputy Chief Investment Officer – General Account (HYBRID)

New York, NY

Full-time

Hybrid

Director/Executive

$275K/yr - $350K/yr

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Deputy Chief Investment Officer to manage a team and oversee strategic investment management, asset-liability oversight, and compliance with investment policies.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Develop and oversee asset allocation targets across all asset classes, informed by liability profiles and risk tolerance

Lead the development and implementation of product investment strategies, maintaining close relationships with business areas

Ensure portfolio duration, cash flows, and risk characteristics are aligned with insurance liability obligations

Oversee ALM implementation, collaborating with stakeholders to guarantee strategic alignment

Create and maintain investment guidelines, establish risk limits, and ensure compliance with regulatory frameworks

Monitor policy adherence, aiming for zero violations of investment or regulatory requirements

Maximize risk-adjusted returns while optimizing regulatory capital requirements (RBC, Solvency II)

Oversee duration positioning, hedging strategies, and sensitivity analysis to manage interest rate risk

Drive portfolio structuring to meet key company OKRs including yield, risk, and capital usage

Engage directly with affiliated asset managers, evaluating performance, conducting due diligence, and enforcing accountability across mandates and asset classes

Analyze portfolio performance drivers, validate returns against strategic objectives, and deliver rigorous attribution analysis with >90% explained variance

Ensure affiliated manager delivers benchmark targets with prudent risk management

Monitor portfolio risk characteristics, identify emerging risks, and provide independent market analysis and investment opportunity assessment

Lead specialized knowledge teams to validate manager decisions and uphold institutional-grade due diligence

Target improvement in capital ratios annually

Maintain duration gap within ±1 year of target matching

Deliver asset allocation decisions generating [5-10+] basis points annual outperformance

Zero violations of investment guidelines or regulatory requirements

Limit earnings volatility from rate movements to acceptable ranges

Demonstrate 15%+ risk-adjusted return on allocated capital across asset classes

Ensure affiliated asset managers meet benchmarks and risk standards

Maintain investment evaluation standards across all asset classes

Enforce risk limits and concentration guidelines

Deliver accurate portfolio analysis with >90% explained variance in results

Provide independent validation without duplicating manager capabilities

Prevent losses through rigorous screening and ongoing portfolio monitoring

Qualification

AssetLiability ManagementPortfolio ManagementInvestment Policy ComplianceEconomic Capital OptimizationPerformance AnalysisBusiness AcumenEffective Communication

Required

Proven experience in portfolio structuring, communication of goals and tactics, ongoing monitoring of portfolio activities

Demonstrated experience creating and leading engaging presentations for senior management/Board level meetings

Experience leveraging third party relationships required

Asset and Liability Management (ALM): Advise portfolio managers and ALM committees on managing risk-return profiles of portfolios and products. Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies. Predicts the future trends and developments in asset and liability management. Develops ALM portfolio and risk management strategies for unique, complex, and risky situations. Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles

Business Acumen: Influences the manner in which business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives

Effective Communication: Communicates effectively with diverse audiences, using appropriate media and language. Ensures important messages are clearly understood. Coaches others on methods of improving their own communications

Portfolio Management: Develops innovative portfolio management strategies for unique situations. Contributes to the development of new portfolio instruments and the evaluation of their validity and relevance. Designs portfolio management processes and best practices

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)