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About the Role
This role supports the Private Fixed Income team within New York Life Investment Management, focusing on enhancing tools, reporting, and workflows for evaluating and monitoring privately placed, investment-grade securities. It offers an opportunity to expand expertise in investment management within a results-oriented environment.
Responsibilities
- Partner with investment professionals to support origination, underwriting, and portfolio management workflows across private investment-grade transactions.
- Gather business requirements and translate investment team needs into scalable reporting, dashboards, and technology solutions.
- Assist in developing tools, templates, and analyses that support underwriting, credit monitoring, portfolio surveillance, and investment committee materials.
- Own and maintain the deal/portfolio management platforms used to track investments pipeline and portfolio activity.
- Build dashboards, reports, and workflows that support credit monitoring, deal tracking, and investment committee materials.
- Support the rollout and adoption of AI-enabled tools for credit memo drafting, covenant monitoring, and portfolio reporting.
- Act as the primary liaison between the Investments team and Operations/IT on platform enhancements, data integration, and systems issues affecting investment workflows.
Requirements
- Bachelor's degree or equivalent in Business Administration, Finance, Information Systems, Computer Science, or a related field.
- 5+ years of relevant experience in a business analyst, technology, platform management, or business process improvement role within the financial services or investment management industry.
- Strong business analysis and problem-solving skills, with demonstrated experience gathering requirements, evaluating business processes, and translating stakeholder needs into effective solutions.
- Hands-on experience supporting business-critical systems and analytical platforms, preferably within an investment management environment.
- Working knowledge of SQL, Python and Excel, with the ability to analyze datasets, support reporting requirements, and collaborate with technical teams on data-related initiatives.
- Excellent interpersonal and communication skills, with the ability to interact effectively with investment professionals, Operations, IT, and stakeholders across various levels of the organization.
- Self-starter with a strong sense of urgency, accountability, and personal responsibility, capable of independently identifying challenges and driving solutions.
Skills
- SQL
- Python
- Excel
- Tableau
- Power BI
- Snowflake
- API integrations
- Data migrations
- System implementation
- AI-enabled tools
Location
- Hybrid
Work Type
- Hybrid - 4 days per week
Experience Level
- Senior Associate
- 5+ years of relevant experience
Education Level
- Bachelor's degree or equivalent
Salary/Compensations
- $115,000-$130,000
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
About the Company
- With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients.
- NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.
- Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.
- More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
- Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
- We're proud that due to our mutuality, we operate in the best interests of our policy owners.
Equal Opportunity
- At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities.
- We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together.
- This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported.
- By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.