New York Life Insurance Company
Senior Associate - Business/Technology Analyst
Be an Early Applicant
Supports private fixed-income investment teams by improving origination, underwriting, portfolio management, reporting, and technology workflows. Partners with investment, Operations, and IT teams to gather requirements, maintain investment platforms, build dashboards and reports, automate data integration, support AI-enabled tools, and implement platform enhancements. Develops analyses and materials for credit monitoring, portfolio surveillance, and investment committees.
Location Designation: Hybrid - 4 days per week
About New York Life Investment Management
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.
Senior Associate - Business/Technology Analyst
NYLIM Private Fixed Income is seeking a Senior Associate to serve as a business analyst supporting our investment teams' origination, underwriting, and portfolio management processes. This individual will partner closely with investment professionals to improve the tools, reporting, and workflows that support the evaluation and monitoring of a portfolio of privately placed, investment-grade securities, including corporate, infrastructure, and private ABS transactions.
Primary Responsibilities
Investment Process Support & Business Analysis
• 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.
Platform Management & Reporting
• Own and maintain the deal/portfolio management platforms used to track investments pipeline and portfolio activity across PFI and ABF.
• Build dashboards, reports, and workflows that support credit monitoring, deal tracking, and investment committee materials, reducing manual data gathering for portfolio managers and analysts.
• 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.
• Develop or maintain basic SQL, Python, or similar scripts to support data integration, reporting automation, and platform functionality.
Required Skills & Experience
• 8+ years of relevant experience in investment management, financial services, or a business analyst/platform support role.
• Strong analytical, problem-solving, and business process improvement skills.
• Hands-on experience with operational/analytical systems in an investment management environment.
• Working knowledge of SQL, Python, or similar tools for data integration and reporting automation.
• Experience supporting system implementations, platform enhancements, API integrations, or technology rollouts in partnership with Operations and IT.
• Ability to communicate effectively with both investment professionals and technical teams, translating business needs into technology solutions.
• Bachelor's degree required; advanced degree preferred.
Job Level: LEVELPF4
Pay Transparency
Salary Range: $115,000-$130,000
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.
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.
Job Requisition ID: 94770
#BI-Hybrid
About New York Life Investment Management
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.
Senior Associate - Business/Technology Analyst
NYLIM Private Fixed Income is seeking a Senior Associate to serve as a business analyst supporting our investment teams' origination, underwriting, and portfolio management processes. This individual will partner closely with investment professionals to improve the tools, reporting, and workflows that support the evaluation and monitoring of a portfolio of privately placed, investment-grade securities, including corporate, infrastructure, and private ABS transactions.
Primary Responsibilities
Investment Process Support & Business Analysis
• 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.
Platform Management & Reporting
• Own and maintain the deal/portfolio management platforms used to track investments pipeline and portfolio activity across PFI and ABF.
• Build dashboards, reports, and workflows that support credit monitoring, deal tracking, and investment committee materials, reducing manual data gathering for portfolio managers and analysts.
• 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.
• Develop or maintain basic SQL, Python, or similar scripts to support data integration, reporting automation, and platform functionality.
Required Skills & Experience
• 8+ years of relevant experience in investment management, financial services, or a business analyst/platform support role.
• Strong analytical, problem-solving, and business process improvement skills.
• Hands-on experience with operational/analytical systems in an investment management environment.
• Working knowledge of SQL, Python, or similar tools for data integration and reporting automation.
• Experience supporting system implementations, platform enhancements, API integrations, or technology rollouts in partnership with Operations and IT.
• Ability to communicate effectively with both investment professionals and technical teams, translating business needs into technology solutions.
• Bachelor's degree required; advanced degree preferred.
Job Level: LEVELPF4
Pay Transparency
Salary Range: $115,000-$130,000
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.
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.
Job Requisition ID: 94770
#BI-Hybrid
New York Life Insurance Company New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Insurance Company Jersey City, New Jersey, USA Office
New York Life Insurance Company Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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