Equitable
Chief of Staff to the Chief Investment Officer – General Account
Equitable, Charlotte, North Carolina, United States, 28245
Chief of Staff to the Chief Investment Officer – General Account
Join to apply for the
Chief of Staff to the Chief Investment Officer – General Account
role at
Equitable
At Equitable, our strength is in our people. We celebrate diverse cultures and backgrounds, uniting them into a stronger team and a force for good in our communities. This role offers dynamic collaboration, skill development, and new ways of working and thinking. Are you ready to join an organization that unlocks your potential?
The Chief of Staff to the Chief Investment Officer (CIO) of the General Account at Equitable plays a pivotal role in supporting strategic, operational, and financial initiatives of the Office of the CIO (OCIO). This role serves as a key advisor and thought partner to the CIO, ensuring alignment across investment strategies, reporting, and stakeholder engagement. The Chief of Staff manages multiple complex assignments, drives efficiency and productivity, and facilitates communication across internal and external stakeholders.
Responsibilities
Support key reporting lines for the $120bn General Account asset portfolio, focusing on investment metrics, entities, strategies, portfolios, and asset classes.
Generate presentations for executive management providing 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 with 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 and external stakeholders.
Qualifications
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 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 Qualifications
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 Base salary range: $100,000 – $170,000. In addition to base pay, Equitable provides performance‑based compensation including spot bonuses and short‑term incentive opportunities. For eligible employees, Equitable offers a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed benefit descriptions, refer to
Equitable Total Rewards Program .
Office Schedule This role requires a hybrid schedule of 2–3 days in office per week.
EEO and Equal Opportunity Equitable is committed to providing equal employment opportunities to 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. 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, please contact Human Resources at (212) 314‑2211 or email TalentAcquisition@equitable.com.
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Chief of Staff to the Chief Investment Officer – General Account
role at
Equitable
At Equitable, our strength is in our people. We celebrate diverse cultures and backgrounds, uniting them into a stronger team and a force for good in our communities. This role offers dynamic collaboration, skill development, and new ways of working and thinking. Are you ready to join an organization that unlocks your potential?
The Chief of Staff to the Chief Investment Officer (CIO) of the General Account at Equitable plays a pivotal role in supporting strategic, operational, and financial initiatives of the Office of the CIO (OCIO). This role serves as a key advisor and thought partner to the CIO, ensuring alignment across investment strategies, reporting, and stakeholder engagement. The Chief of Staff manages multiple complex assignments, drives efficiency and productivity, and facilitates communication across internal and external stakeholders.
Responsibilities
Support key reporting lines for the $120bn General Account asset portfolio, focusing on investment metrics, entities, strategies, portfolios, and asset classes.
Generate presentations for executive management providing 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 with 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 and external stakeholders.
Qualifications
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 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 Qualifications
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 Base salary range: $100,000 – $170,000. In addition to base pay, Equitable provides performance‑based compensation including spot bonuses and short‑term incentive opportunities. For eligible employees, Equitable offers a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed benefit descriptions, refer to
Equitable Total Rewards Program .
Office Schedule This role requires a hybrid schedule of 2–3 days in office per week.
EEO and Equal Opportunity Equitable is committed to providing equal employment opportunities to 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. 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, please contact Human Resources at (212) 314‑2211 or email TalentAcquisition@equitable.com.
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