Statutory and Finance Strategy Actuary

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 an experienced Statutory and Finance Strategy Analytics Actuary to join our Statutory Balance Sheet Analytics Team within the Treasury organization. In this role you’ll play a key role in shaping how the company forecasts capital, evaluates strategic initiatives, and makes balance‑sheet decisions that impact long‑term growth and financial strength. You’ll partner closely with leaders across Actuarial, Finance, Treasury, Investments, and Risk, with regular exposure to senior leadership.

This role is ideal for an actuary who enjoys big‑picture thinking, values cross‑functional collaboration, and wants to apply actuarial expertise beyond traditional reporting cycles.

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.

This position offers a flexible work schedule\: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is $150,000 - $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

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 an experienced Statutory and Finance Strategy Analytics Actuary to join our Statutory Balance Sheet Analytics Team within the Treasury organization. In this role you’ll play a key role in shaping how the company forecasts capital, evaluates strategic initiatives, and makes balance‑sheet decisions that impact long‑term growth and financial strength. You’ll partner closely with leaders across Actuarial, Finance, Treasury, Investments, and Risk, with regular exposure to senior leadership.

This role is ideal for an actuary who enjoys big‑picture thinking, values cross‑functional collaboration, and wants to apply actuarial expertise beyond traditional reporting cycles.

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.

This position offers a flexible work schedule\: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is $150,000 - $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 actuarial science, mathematics, finance, and/or a related quantitative field.

• Career ASA designation.

• 5+ years of experience in life insurance actuarial roles with exposure to capital management, actuarial reporting, ALM or financial forecasting.

• Demonstrated understanding of U.S. statutory accounting, reserving, and capital concepts.

Preferred Qualifications\:

• FSA designation.

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

• Experience in ALM analysis and financial projection.

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

Skills

Accuracy and Attention to Detail\: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Communicating Complex Concepts\: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Financial Risk Management\: Knowledge of tools, techniques, and strategies applied in financial risk management; ability to quantify, qualify, and manage financial risk.

Insurance Products\: Knowledge of insurance products, product groups and services; ability to apply the knowledge of products and services appropriately to diverse situations, including but not limited to marketing development and product consulting.

Problem Solving\: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
 

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].

What You Will Bring

Required Qualifications\:

• Bachelor’s degree in actuarial science, mathematics, finance, and/or a related quantitative field.

• Career ASA designation.

• 5+ years of experience in life insurance actuarial roles with exposure to capital management, actuarial reporting, ALM or financial forecasting.

• Demonstrated understanding of U.S. statutory accounting, reserving, and capital concepts.

Preferred Qualifications\:

• FSA designation.

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

• Experience in ALM analysis and financial projection.

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

Skills

Accuracy and Attention to Detail\: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Communicating Complex Concepts\: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Financial Risk Management\: Knowledge of tools, techniques, and strategies applied in financial risk management; ability to quantify, qualify, and manage financial risk.

Insurance Products\: Knowledge of insurance products, product groups and services; ability to apply the knowledge of products and services appropriately to diverse situations, including but not limited to marketing development and product consulting.

Problem Solving\: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
 

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].