Senior Associate, Portfolio Analytics & Reporting

Location Designation: Hybrid - 4 days per week
About New York Life Investments
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.
Business Overview
New York Life Real Estate Investors (NYL REI) is the real estate investment platform within New York Life Investment Management. With over $73.2 billion in assets under management as of December 31, 2025, NYL REI invests across real estate equity, debt and securities strategies, serving institutional investors and the New York Life General Account.
Leveraging more than a century of real estate investment experience,
New York Life Real Estate Investors ("REI") believes that investment principles which incorporate sustainability best practices promote favorable relative returns for our clients over the long term.
What You'll Do:
This role is responsible for ensuring commercial mortgage loans meet collateral eligibility, data integrity, and secured funding requirements, including FHLB pledging. The role supports the end-to-end collateral lifecycle across secured funding counterparties, with an emphasis on eligibility, optimization, and ongoing monitoring.
Key responsibilities include:

• Manage the daily collateral pledging lifecycle, including onboarding, pledging, substitutions, and withdrawals across secured funding programs.
• Evaluate and apply technology-enabled solutions, including AI-driven tools where appropriate, to streamline manual processes and improve scalability across collateral management activities.
• Monitor and maintain collateral eligibility, ensuring assets meet counterparty-specific requirements related to documentation, credit quality, and data completeness.
• Perform ongoing collateral valuation and surveillance, including mark-to-market processes and periodic re-eligibility reviews.
• Ensure the accuracy, completeness, and integrity of data used in collateral reporting, borrowing base calculations, and regulatory submissions.

• Conduct underwriting, financial analysis, and portfolio surveillance with a focus on credit quality, collateral performance, and continued financing eligibility.
• Perform portfolio-level data analysis and scenario modeling to evaluate collateral utilization, borrowing capacity, and funding performance, providing recommendations that support liquidity and balance sheet optimization.
• Partner closely with Treasury and senior management to support secured funding activities and ensure alignment with funding strategies.
• Act as a cross-functional liaison across operations, loan management, legal, closing, and treasury teams to resolve eligibility issues and improve collateral usability.
• Identify and implement process improvements, including automation and enhanced reporting, to improve data quality, workflow efficiency, collateral tracking, and overall portfolio transparency.
• Contribute to portfolio-level strategy by identifying opportunities to optimize collateral pools, improve pledgeability, and enhance balance sheet efficiency.
• Support internal and external audits by maintaining clear documentation and audit trails for pledged assets.

What You'll Bring:

• Bachelor's degree required, preferably in real estate, finance, economics, accounting, or a related business discipline with an investment concentration.
• 3-5 years of experience in commercial real estate lending, servicing, asset management, collateral management, treasury, or secured funding, preferably within a large financial institution.
• Strong understanding of commercial mortgage loan eligibility requirements across FHLB, Federal Reserve, and repo programs, including loan-level criteria.
• Experience leveraging data, automation, and AI-enabled tools to improve processes, enhance reporting, and increase operational efficiency.
• Ability to connect loan-level credit analysis with portfolio-level funding and liquidity implications.
• Experience partnering cross-functionally with treasury, asset management, or capital markets teams.
• Strong analytical, organizational, and communication skills, with a high degree of attention to detail and accountability.
• Familiarity with systems supporting loan data, collateral reporting, and borrowing base processes (e.g., PLM, Qlik, or similar platforms).

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Pay Transparency
Salary Range: $100,000-$135,000
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: 94177
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