About the Role

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 Analytics Lead. The Statutory Balance Sheet Analytics Team serves as a key leader within in the Treasury Department, 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 to report into the Head of Capital Forecasting. In this role, you will lead key capital forecasting initiatives, support strategic balance sheet management, and help ensure the company maintains a strong, efficient, and sustainable capital position. You will collaborate closely with Actuarial, Accounting, Investments and Business areas.

What You’ll Be Doing

• Lead the development, maintenance and enhancement of the company’s capital and free cash flow projection.

• Partner with key stakeholders to analyze the capital impacts of initiatives/transactions (M&A, reinsurance, structured asset etc.).

• Prepare short- and long-term capital projections to support planning cycles and strategic initiatives.

• Support asset-liability management activities, including developing and monitoring key balance sheet metrics and liquidity needs.

• Produce clear, well-structured presentations and reports for senior management, risk committees and regulators.

• Support communication with external parties such as regulators, rating agencies and distribution partners.

• Stay informed on evolving regulatory capital requirements and market best practices.

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 $110,000 - $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

What You Will Bring

Required Qualifications:

• Bachelor’s degree in a quantitative field.

• 5+ years of experience in life insurance, capital management, actuarial modeling, ALM or risk management.

• Knowledge in US statutory accounting, reserving and regulations.

• Proficiency with Excel, Word and PowerPoint.

Preferred Qualifications:

• ASA or FSA designation.

• Actuarial modelling (GGY-AXIS preferred) and valuation experience.

• Experience in ALM analysis and financial projection.

• Knowledge of investment accounting and financial assets.

• Understanding of solvency regimes outside of the US, specifically Bermuda.

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.

Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

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.  Click Careers at Equitable to learn more.

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].