Equitable is hiring a Chief of Staff to serve as a strategic advisor and operational leader within the Office of the CIO. This role drives alignment across investment priorities, enhances execution of strategic initiatives, and strengthens communication among internal teams, enterprise partners, and external stakeholders.
What You'll Do
- Support the oversight and analysis of the c.$120bn General Account portfolio, ensuring accuracy and insight across investment metrics, legal entities, strategies, portfolios, and asset classes.
- Develop high-impact presentations for executive leadership, translating complex investment topics into clear insights, recommendations, and strategic options.
- Serve as a primary liaison to key OCIO partners, including Financial Planning & Analysis, Investor Relations, Investment Accounting, and Treasury, ensuring alignment and timely information flow.
- Advance Equitable’s ESG and Responsible Investment agenda by supporting ESG integration, impact investing initiatives, reporting, and disclosure requirements.
- Prepare and refine materials for Equitable’s Investment Committee and Board of Directors, ensuring clarity, rigor, and strategic alignment in all governance communications.
- Coordinate the strategic planning and execution of investment initiatives across the OCIO organization, driving accountability and operational follow-through.
- Facilitate seamless communication and strategic alignment between the CIO and internal/external stakeholders, enhancing connectivity and decision-making across the investment ecosystem.
What We're Looking For
- 5+ years of relevant experience in an investment analyst role, financial planning & analysis within a large organization, or a financial reporting function working across multiple stakeholder groups.
- Proven prioritization and execution skills, with a clear focus on driving meaningful results in a dynamic environment.
- Proven ability to meet deadlines and excel in a fast-paced, project-driven, team-oriented setting.
- Exceptional analytical and critical thinking capabilities, with a track record of solving complex problems and influencing process or organizational improvements.
- Skilled communicator with executive presence, able to distill complex issues into clear, compelling presentations and recommended actions.
- Established foundation in finance, investments, and/or insurance, with the ability to apply domain knowledge to strategic and operational challenges.
- Advanced proficiency in Microsoft Excel and Microsoft PowerPoint, leveraging data-driven insights and clear storytelling to support decision-making.
Nice to Have
- Demonstrated interpersonal skills, with the ability to partner effectively across all levels of the organization, including senior leadership.
- High degree of initiative, adaptability, and professionalism, demonstrating sound judgment and the ability to navigate evolving priorities.
Technical Stack
- Microsoft Excel
- Microsoft PowerPoint
Team & Environment
You will join the Office of the CIO, reporting directly to the Chief Investment Officer (CIO).
Benefits & Compensation
- Compensation range: $125,000 - $170,000
- Medical, dental, and vision coverage
- 401(k) plan
- Paid time off
Work Mode
This is a hybrid position based at our office at 1345 Avenue of the Americas, New York City, NY.
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.
