Associate, Client Reporting and Performance

Location Designation: Hybrid - 4 days per week
NYL Investors LLC was formed in October 2013 as a wholly owned subsidiary of New York Life Insurance Company with the primary responsibility for managing the fixed income and real estate assets of New York Life and other strategic partners. With over 300 professionals, the organization manages over $300 billion of assets under management, through three investment groups.
Overview of Role:
The Client Reporting and Performance Associate will play a key role in preparing New York Life General Account reports (ad-hoc, daily, monthly, quarterly, and year-to-date) and conducting reviews before reports are released to key stakeholders across the company. This role is ideal for a technically savvy individual who enjoys researching issues, improving processes, and leveraging data visualization tools, particularly Tableau to elevate reporting quality and efficiency.
What You'll Do:

• Prepare, review, and distribute comprehensive client reports for the New York Life General Account and its clients. Ensuring accuracy, timeliness, and adherence to reporting standards.
• Conduct data reviews and proactively identify discrepancies and analytical anomalies.
• Coordinate with Compliance to prepare monthly, quarterly, and annual Federal Reserve cross-border investment reports, including TIC SLT, SHCA, and SHLA on behalf of New York Life.
• Coordinate and support the SEC regulatory reporting for NYL Investors LLC including Forms 13F, 13G, and 13H under Section 13 of the Securities Exchange Act.
• Provide assistance to management and portfolio managers by addressing portfolio reporting, data, and performance-related inquiries.
• Collaborate with Technology and data warehouse teams to enhance reporting workflows, expand automation, strengthen data quality, and improve visualization capabilities.
• Participate in regression testing and user acceptance testing (UAT) to ensure the continued accuracy and functionality of client reports following system releases or enhancements.
• Maintain a customer-focused mindset, fostering strong communication and collaboration with business partners and clients.
• Apply a solution-oriented approach to recurring issues and operational challenges, identifying opportunities to reduce manual work and implement sustainable improvements.
• Assist with Request for Information (RFI) and Request for Proposal (RFP) responses by compiling and organizing relevant investment data and materials.

What You'll Bring:

• Undergraduate degree in Accounting/Finance, MBA a plus.
• 2-6 years client reporting experience with an Asset Management/Investment Advisory Firm.
• Comprehensive understanding of fixed income investments, asset classes and investment measures including Yield, Duration, and Convexity.

Required Skills:

• Experience with Tableau reporting tool and the ability to develop, maintain, and optimize Tableau dashboards to support data visualizations and reporting needs.

• Experience with AI tools, Crystal/Business Objects, CORIC, Data Warehouses, Qvidian, and Blackrock Aladdin a plus.
• Strong analytical background specifically with respect to Fixed Income.
• Strong oral and written communication skills.
• Proven experience with establishing and maintaining strong customer relations both internally and externally.
• Ability to operate efficiently in a deadline driven environment through effective prioritization.
• Ability to create business specifications, test plans and implement changes to processes using technology.
• Proficient with Microsoft Office Suite applications.

Pay Transparency
Salary Range: $80,000-$105,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
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. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93030