Top Finance Jobs in NYC, NY

Supports investment trading systems by setting up and reviewing Aladdin security masters, maintaining issuer data and limits, reconciling Aladdin with source systems, coordinating reports, and implementing system enhancements. The role also supports Bloomberg, Market Axess, and Tradeweb while partnering with technology and business teams.

Leads investment strategy for a wealth advisory group serving high-net-worth clients. Manages relationships with OCIOs, asset managers, investment platforms, and research providers; oversees multi-asset portfolios and unified managed accounts; supports product and partnership strategies; coordinates investment research and portfolio updates; ensures regulatory, fiduciary, and operational alignment; and provides expertise in portfolio construction, manager selection, capital markets, and investment innovation.

Leads the strategy, design, structuring, and execution of insurance investment solutions across asset classes, vehicles, and global markets. Partners with insurance portfolio teams, affiliate investment managers, distribution, legal, tax, compliance, operations, and product functions. Develops customized structures such as rated feeders, collateralized fund obligations, secondaries, credit insurance solutions, and insurance-dedicated funds while applying insurance accounting, capital, liquidity, and regulatory expertise.

Manage investment strategy and asset allocation for insurance product portfolios within New York Life’s General Account. Partner with insurance businesses, finance leaders, and investment teams on asset-liability management, pricing, capital management, reinsurance, liquidity, portfolio construction, and risk resiliency. Lead asset-liability committee meetings, develop investment assumptions and reinvestment strategies, ensure regulatory and policy alignment, and present recommendations to executives.

Evaluates life and disability insurance applications, assesses medical and mortality risks, determines eligibility and underwriting decisions within authority limits, reviews contestable claims, requests additional documentation, and communicates with internal teams and third-party administrators. The role also maintains underwriting records, meets production and service standards, trains new underwriters, and applies medical underwriting guidelines to complex, non-standard applications.

Manage a portfolio of commercial mortgage loans from funding through disposition. Analyze financial statements and rent rolls, assess credit risks and covenant compliance, handle borrower requests, monitor watchlist loans, support loan modifications, maintain borrower relationships, improve operational processes, and ensure accurate loan data and reporting. The role requires a bachelor's degree, commercial real estate and capital markets knowledge, financial modeling experience, and strong analytical and communication skills.

Supports global market strategy through economic, policy, and financial market research. Monitors macroeconomic developments, analyzes market data, maintains databases and dashboards, produces visualizations and reports, and drafts client-facing thought leadership. The role also supports market-event responses, client inquiries, and editorial coordination with marketing, compliance, and investment teams.

Support commercial real estate loan closings by coordinating loan commitments, due diligence, title and survey requirements, fee reconciliation, fund disbursements, entity formation, and closing document execution. Maintain transaction data, secure internal approvals, coordinate with underwriting, legal, accounting, and asset management, and assist with special projects to ensure smooth post-closing handoffs.

Supports investment performance reviews, manager due diligence, portfolio risk analysis, and monitoring of private-market and less-liquid strategies. Evaluates portfolio exposures, liquidity, leverage, concentration, performance drivers, and structural risks. Prepares evidence-based summaries for investment governance forums, assesses new strategies and mandate changes, and collaborates on market and manager analyses. Uses analytics and AI-enabled tools to improve monitoring workflows while maintaining confidentiality and handling nonpublic information appropriately.

Partners with Finance, technology, and business stakeholders on budgeting, forecasting, monthly reporting, strategic investment planning, cost optimization, and financial analysis. Builds executive presentations, maintains financial models and dashboards, and improves reporting and data governance. Uses Apptio or Tableau to communicate IT cost drivers, KPIs, and service consumption metrics while maintaining service catalogs, data dictionaries, and cost transparency models.