Statutory and Finance Strategy Analyst (HYBRID) jobs in United States
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Equitable · 1 week ago

Statutory and Finance Strategy Analyst (HYBRID)

Equitable is a company dedicated to helping clients secure their financial well-being. They are looking for a Statutory and Finance Strategy Analyst to support capital forecasting activities, assist with balance sheet management, and contribute to maintaining a strong capital position while collaborating with various business teams.

BankingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Capital managementActuarial modelingFinancial reportingExcel proficiencyData analysisAnalytical skillsManaging multiple prioritiesBusiness orientationPythonVBAInvestment accounting knowledgeCross-functional collaborationAttention to detailWritten communicationVerbal communication

Required

Bachelor's degree in a quantitative field
1+ years of experience in life insurance, capital management, actuarial modeling, ALM or risk management
Proficiency with Excel, Word and PowerPoint

Preferred

Advanced degree
Analytical skills
Knowledge of investment accounting and financial assets
Demonstrated written and verbal communication skills
Knowledge of Python/VBA or other coding languages

Benefits

Medical
Dental
Vision
A 401(k) plan
Paid time off

Company

Equitable

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
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Company data provided by crunchbase