Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Statutory and Finance Strategy Analyst to support capital forecasting activities, assist with balance sheet management, and collaborate with various business teams to ensure a strong capital position for the company.
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
Skills
- 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
- 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 Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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