At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Reporting to the Head of Capital Management in Treasury, Head of Statutory Balance Sheet Analytics will lead a small team responsible for capital and free cash flow projections, analysis, and attribution, as well as the support of strategic initiatives that affect capital. This role requires close collaboration with Accounting, Investments, Actuarial, and the Business areas.

Core Responsibilities Include, but are not limited:

Lead the development of capital and free cash flow projections. Evaluate the potential impacts of proposed initiatives and transactions. Lead the capital budgeting and allocation process aimed to optimize new business issuance by commercial business lines.Lead enhancements to the actual-to-expected attribution of statutory balance sheet movements for multiple legal entities reflecting affiliated transactions, in close collaboration with broader Capital Management, Accounting, and Actuarial teams.Utilize insights from the attribution analysis to improve forecasting accuracy and refine capital management strategies.Develop and lead statutory capital optimization initiatives.Monitor reinsurance programSupport communication with external parties such as regulators, rating agencies, and distribution partners on statutory balance sheet management topics.

The base salary range for this position is $170,000 - $205,000. 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

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Reporting to the Head of Capital Management in Treasury, Head of Statutory Balance Sheet Analytics will lead a small team responsible for capital and free cash flow projections, analysis, and attribution, as well as the support of strategic initiatives that affect capital. This role requires close collaboration with Accounting, Investments, Actuarial, and the Business areas.

Core Responsibilities Include, but are not limited:

Lead the development of capital and free cash flow projections. Evaluate the potential impacts of proposed initiatives and transactions. Lead the capital budgeting and allocation process aimed to optimize new business issuance by commercial business lines.Lead enhancements to the actual-to-expected attribution of statutory balance sheet movements for multiple legal entities reflecting affiliated transactions, in close collaboration with broader Capital Management, Accounting, and Actuarial teams.Utilize insights from the attribution analysis to improve forecasting accuracy and refine capital management strategies.Develop and lead statutory capital optimization initiatives.Monitor reinsurance programSupport communication with external parties such as regulators, rating agencies, and distribution partners on statutory balance sheet management topics.

The base salary range for this position is $170,000 - $205,000. 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

Required Qualifications:

Bachelor's degree 10 years of experience in Life Insurance sectorExtensive knowledge of US statutory accounting, reserving, and Risk-Based Capital (RBC) regulations, particularly for variable annuitiesProficient in financial analysis, including development of calculation and projection modelsProficiency in Microsoft Excel, Word, and PowerPoint for financial modeling and presentation purposes

Preferred Qualifications:

Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA) designations.Actuarial modeling or valuations experienceAwareness of industry trends and peer practices in balance sheet managementKnowledge of solvency regimes outside of the US, specifically BermudaExperience in New Ways of Working or other agile work environments

Skills

Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

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.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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.



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 TalentAcquisition@equitable.com.

Required Qualifications:

Bachelor's degree 10 years of experience in Life Insurance sectorExtensive knowledge of US statutory accounting, reserving, and Risk-Based Capital (RBC) regulations, particularly for variable annuitiesProficient in financial analysis, including development of calculation and projection modelsProficiency in Microsoft Excel, Word, and PowerPoint for financial modeling and presentation purposes

Preferred Qualifications:

Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA) designations.Actuarial modeling or valuations experienceAwareness of industry trends and peer practices in balance sheet managementKnowledge of solvency regimes outside of the US, specifically BermudaExperience in New Ways of Working or other agile work environments

Skills

Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

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.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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.



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 TalentAcquisition@equitable.com.