Innovation Data & Reporting Analyst (HYBRID)

Innovation Data & Reporting Analyst (HYBRID)

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.

We are hiring an experienced Innovation Data & Reporting Analyst in our Innovation & Design Office (IDO). The mission of our IDO team is to accelerate the enterprise by transforming how we think, work, and lead. As a key contributor, you will deliver accurate, actionable insights that empower leaders to make data‑driven decisions and elevate organizational performance. In this role, you’ll partner with senior stakeholders to design data‑driven solutions that support learning, talent, innovation, and process improvement aligned with our New Ways of Working (NWOW).

What You’ll Be Doing

• Uncover meaningful insights from complex, disparate data sources, identifying patterns and predictive trends that inform decisions.
• Lead structured problem‑solving by organizing, analyzing, and interpreting data to diagnose true root causes.
• Rapidly learn new domains and apply industry research, benchmarks, and trends to bring forward‑looking thought leadership.
• Blend analytical rigor with creative thinking to design innovative, data‑driven solutions.
• Own workstreams end‑to‑end—building datasets, conducting analysis, and delivering insights that drive measurable results.
• Navigate ambiguity with confidence, exercising sound judgment on when to lead independently or seek alignment.
• Champion automation and process excellence to streamline workflows and enhance efficiency.
• Collaborate as a strong team player, stepping in wherever needed and engaging stakeholders with empathy and active listening.
• Communicate clearly and persuasively translating complex ideas into simple, actionable recommendations and delivering executive‑ready presentations.
• Facilitate alignment, co‑create solutions, and influence without authority through credibility, partnership, and strong stakeholder relationships.

Hybrid - This position offers a hybrid work schedule, with an on–site presence of 2-3 days per week combining flexibility with team collaboration.

The base salary range for this position is $65,000 - $85,000. 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’ll Bring

• Bachelor’s degree (BA/BS) required; advanced study or certification in data science, engineering, analytics, or related fields preferred.
• 3+ years of experience in financial services and working with complex, data‑rich environments preferred.
• 2+ years of experience in an NWOW‑type culture (Agile, Design Thinking, OKRs, Adaptive Leadership, process re‑engineering).
• Proven experience analyzing people, culture, performance, and financial data, and developing sophisticated data visualizations.
• Proficiency with analytical and visualization tools such as R, Python, Power BI, Tableau, and employee experience platforms like Perceptyx.
• Strong strategic problem‑solving skills and the ability to translate insights into clear, actionable recommendations.
• Excellent written and verbal communication, including the ability to convey complex topics succinctly and present to senior leaders.
• Strong interpersonal skills, maturity, sound judgment, and the ability to work effectively across all levels of the organization.
• Highly reliable, self‑motivated, and adept at prioritizing in a results‑oriented environment.

Skills

People Analytics and Reporting: Provide reliable data on organizational health and effectiveness measures, including but not limited to culture, retention, wellness, productivity, leadership, and talent.

Visualization and Reporting Tools: Develop and utilize reporting tools to visualize data in Power BI, Tableau, Excel or equivalent platforms, ensuring fluency in chart creation and communication of critical insights.

Organizational Health and Effectiveness: Conduct analysis and generate reports on organizational health, talent development, and overall effectiveness. Develop robust, data-driven metrics to evaluate success in talent development and enterprise initiatives.

Survey Administration: Administer strategic surveys in partnership with survey design teams and stakeholders, ensuring accurate setup, data integrity, verification, and smooth end-to-end execution.

Stakeholder Communication: Communicate complex data concepts effectively to non-technical audiences at all levels through storytelling and easy to read reports.

Advisory Role: Offer insights and pushback when necessary, advising on strategic decisions with fact based statistical considerations contributing to organizational culture, psychology and behavior initiatives.

Partner with Data Engineering and Management teams: Establish a strong partnership with data stakeholders to effectively manage projects, address data requests, and explore enhancement opportunities. Ensure the maintenance of a robust and accurate data foundation to support analytics and reporting.

Natural Language Processor (NLP) and Gen AI Exploration: Explore and integrate NLP and Gen AI technologies to enhance data analysis and reporting capabilities.

New Ways of Working (NWOW): Think, work and lead within our NWOW practices (Agile work management, Design Thinking problem solving, OKR goal setting, Adaptive Leadership, Process reengineering).

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.

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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.