- Senior
- Escritório em Charlotte
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?
The Corporate Treasury team is responsible for managing the company’s cash, debt, equity, capital, and liquidity positions. We are looking for a high-performing analytical and collaborative leader to join our finance organization. This opportunity affords significant exposure and impact on the company’s corporate finance profile and strategic outlook, as well as tremendous professional development in a high paced and dynamic environment. You’ll have an interesting mix of strategic and operational responsibilities to manage projects from beginning to end.
What You’ll Do:
- Support any future equity or debt financing transactions through evaluating market opportunities and taking into consideration investors’ expectations, peer practices, rating agency treatment and balance sheet impact
- Assist in growing spread lending program, including coordinating and managing relationships with Federal Home Loan banks and Farmer Mac and responsible for management of Equitable’ s securities lending program
- Prepare documentation to facilitate leadership team for quarterly earnings conference calls regarding Spread Lending product line and capital markets information
- Lead spread lending working group meetings between Treasury and GA investment teams
- Assist in developing strategy and execution for Equitable’s capital return program, including dividends and share repurchases
- Prepare quarterly covenant reporting and compliance packages for our lenders
- Manage the company’s bank scorecard to facilitate the balance of trade between Equitable and banking partners
- Execute letters of credit and other bank products to support financing activities
- Keep up to date with capital markets, credit ratings, interest rates, FX rates, and other KPIs relevant to the company's capital markets, debt, and spread lending programs
Ad hoc projects as assigned by Treasurer, Head of Capital Markets & Liquidity, or Head of Funding
Here’s Who You’ll Work With:
- Report to the Head of Capital Markets and Funding and collaborate with Legal, business partners, Investment, Controller, plus the operations teams and external parties (banks, rating agencies, etc.)
Significant direct exposure to the Treasurer and senior leadership
Office Location: The role will be based in our Charlotte, NC or New York, NY office.
In office schedule: This team member will work in office 2-3 days per week.
The base salary range for this position is $125,000 - $175,000. 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
%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ERequired Qualifications:%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EBachelor’s degree with major in finance, accounting, and/or economics preferred%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E8+ years of experience in treasury, corporate finance or investment management for an insurance company or financial institution%26nbsp;%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EExperience with corporate debt and equity structures, including reviewing legal documents, forecasting and modeling of debt and equity transactions, and analyzing financial risk (e.g: interest rate and equity sensitivities)%26nbsp;%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEstablished financial modelling skills with knowledge of ALM and investments and experience with short and long-term forecasting%26nbsp;%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEffective communication and presentation skills, whether for internal or external stakeholders%26nbsp;%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAbility to develop cross-functional relationships to build cohesive and collaborative teams, acting as strategic driver and manager of key strategic initiatives%3C/span%3E%3C/li%3E%3Cli%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EExecutive presence required to present to senior management and various committees%3C/span%3E%3Cbr%3E%26nbsp;%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPreferred Qualifications:%3C/span%3E%3C/p%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EMaster’s degree in finance, business, and/or economics%26nbsp;%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EExperience with spread lending programs at insurance companies and understanding of various spread lending product types%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EExperience with Federal Home Loan Banks and/or Farmer Mac%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEstablished critical thinking, sound judgment, complex problem-solving and execution skills%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EDetail-oriented, always checks work and takes pride in producing exceptional deliverables%26nbsp;%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EProven initiative and motivated to learn about all aspects of the company%27s business model%3C/span%3E%3Cbr%3E%26nbsp;%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22color:#0070C0;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3ESkills%3Co:p%3E%3C/o:p%3E%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EFinancial Forecasting and Modeling:%3C/strong%3E Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EFinancial Reporting:%3C/strong%3E Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EInstitutional Finance:%3C/strong%3E Knowledge of finance, financial methods, tools and strategies; ability to employ them in private and public corporations.%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/p%3E%3Cp style=%22background-color:white;line-height:16.3pt;%22%3E%3Cspan style=%22color:#333333;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-ascii-theme-font:minor-latin;mso-bidi-font-family:Arial;mso-hansi-theme-font:minor-latin;%22%3E%3Cstrong%3EInvestments:%3C/strong%3E%26nbsp;Knowledge of the investments business; ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:107%;mso-ansi-language:EN-US;mso-ascii-theme-font:minor-latin;mso-bidi-font-family:%26quot;Times New Roman%26quot;;mso-bidi-language:AR-SA;mso-bidi-theme-font:minor-bidi;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;%22%3E%3Cstrong%3ELetters of Credit:%3C/strong%3E Knowledge of Letters of Credit concepts, rules, and regulations; ability to implement, manage, or execute processes associated with Letters of Credit (L/C), including: issuance, amendment, advice, confirmation, transfer, assignment and payments.%3C/span%3E%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:107%;mso-ansi-language:EN-US;mso-ascii-theme-font:minor-latin;mso-bidi-font-family:%26quot;Times New Roman%26quot;;mso-bidi-language:AR-SA;mso-bidi-theme-font:minor-bidi;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;%22%3E%3Cstrong%3ELiquidity Risk Management:%3C/strong%3E Knowledge of processes, tools, and techniques used to determine the degree of liquidity risk in a financial institution; ability to identify, measure, monitor and control the institution’s exposure to liquidity risk.%3C/span%3E%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:107%;mso-ansi-language:EN-US;mso-ascii-theme-font:minor-latin;mso-bidi-font-family:%26quot;Times New Roman%26quot;;mso-bidi-language:AR-SA;mso-bidi-theme-font:minor-bidi;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;%22%3E%3Cstrong%3EStrategic Thinking:%3C/strong%3E Knowledge of the importance of %22big picture%22 thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.%3C/span%3E%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:107%;mso-ansi-language:EN-US;mso-ascii-theme-font:minor-latin;mso-bidi-font-family:%26quot;Times New Roman%26quot;;mso-bidi-language:AR-SA;mso-bidi-theme-font:minor-bidi;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;%22%3E%3Cstrong%3ETreasury Management:%3C/strong%3E Knowledge of the principles and methods of managing treasury; ability to use tools, techniques and processes to maximize the value of an organization%27s financial assets and revenue while minimizing risk.%3C/span%3E%3C/span%3E%3Cbr%3E%26nbsp;%3C/p%3E%3Cp%3E%3Cspan style=%22color:blue;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EABOUT EQUITABLE%3C/strong%3E%3C/span%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-ansi-language:EN-US;mso-bidi-language:AR-SA;mso-fareast-font-family:Calibri;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-font-kerning:1.0pt;mso-ligatures:standardcontextual;%22%3EAt Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.%3C/span%3E%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe 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.%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe 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.%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E**********%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable 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.%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ENOTE: Equitable participates in the E-Verify program.%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EIf 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 %3C/span%3E%3Ca href=%22mailto:[email protected]%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%[email protected]%3C/span%3E%3C/a%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E.%3C/span%3E%3C/p%3E Candidatar-se agora
