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Equitable · 2 months ago

Chief of Staff to the Chief Investment Officer – General Account

UNITED STATES-NC-Charlotte

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $170K/yr

5+ years exp

Equitable is a company committed to helping clients secure their financial well-being. The Chief of Staff to the CIO will support strategic, operational, and financial initiatives, acting as a key advisor and ensuring alignment across various investment strategies.

BankingConsultingFinancial Services

H1B Sponsor Likely

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

Qualification

Investment AnalysisFinancial PlanningFinancial ReportingMicrosoft ExcelMicrosoft PowerPointAnalytical SkillsBusiness AcumenProcess ManagementCritical ThinkingEffective Communication

Required

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

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

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)