Top Finance Jobs in NYC, NY

Conduct fundamental credit research, investment analysis, and portfolio surveillance for high-yield bonds and leveraged loans. Present recommendations to investment committees, assess relative value and portfolio fit with portfolio managers and traders, conduct issuer due diligence, maintain market relationships, prepare research reports, and monitor holdings to support portfolio positioning and alpha generation.

Manage securities regulatory reporting, disclosures, filings, customer complaints, regulatory inquiries, and examinations involving FINRA, the SEC, and state regulators. Analyze complex matters under Forms U4 and U5 and FINRA Rule 4530, coordinate responses and deadlines, maintain documentation and controls, advise business personnel and agents, review work, support training, and recommend process improvements.

Supports finance operations through financial analysis, reporting, accounting, reconciliations, journal entries, payments, and period-end activities. Maintains corporate and shareholder records, coordinates governance meetings, prepares documentation, and responds to routine inquiries. Uses SQL, Excel, Databricks, SAP, and approved AI tools to validate data, build reports, improve recurring processes, and document procedures. Requires sound judgment, attention to detail, and the ability to escalate complex issues.

Sources and evaluates venture investment opportunities, leads due diligence and financial modeling, manages portfolio and fund relationships, conducts market and thematic research, and presents investment recommendations to senior leadership. The role also identifies strategic opportunities across portfolio companies and develops expertise in technology-focused sectors such as fintech, insurtech, AI/ML, enterprise software, data infrastructure, and cybersecurity.

Oversee field and general office budgeting, occupancy and lease financial activities, rent and expense analysis, agency meeting budgets, and financial reporting. Partner with field teams, real estate, legal, vendors, and consultants to monitor spending, maintain lease records, resolve issues, and support decision-making. Coordinate deliverables, review financial processes, and develop remediation plans while supporting ad hoc initiatives.

Leads performance measurement, risk analytics, portfolio modeling, stress testing, cash-flow forecasting, and strategic reporting for commercial mortgage portfolios. Develops dashboards, KPIs, analytical tools, and management presentations while ensuring data integrity and supporting investment decision-making. Partners with senior leadership and internal teams to improve analytical capabilities, automate processes, and evaluate portfolio positioning, risks, returns, and market trends.

A three-day, in-person discovery program introducing students to real estate investment disciplines, including acquisitions, asset management, loan origination and management, accounting, and real estate law. Participants receive coaching and mentorship, interact with investment leaders, develop business acumen through training, explore real estate investment processes, and complete a hands-on case study. The program takes place January 12–14, 2027, at New York Life’s New York City office.

Supports portfolio managers overseeing commercial real estate equity and debt investments. Responsibilities include investor and consultant reporting, buy/hold/sell analysis, market research, portfolio strategy, presentations, cash flow and financial projection development, performance attribution, investment market ranking, debt procurement, and automation of data-intensive analyses. The role requires collaboration across investment, asset management, accounting, legal, research, and IT teams, with occasional property and conference travel.

Paid 10-week investment research internship supporting fixed-income research analysts and portfolio managers. Responsibilities include financial modeling, scenario analysis, bond portfolio surveillance, credit research, market data collection, dashboards, reporting, portfolio management projects, new deal analysis, and market research. Interns gain exposure to institutional investing, collaborate with investment professionals, and participate in training, networking, and a summer project.

Maintains accurate investment assets within statutory accounting systems by reconciling settlements, payments, cash balances, and transaction flows. Processes corporate actions, identifies and escalates operational issues, and supports process improvements that reduce risk and improve efficiency. Collaborates with investment accounting, operations, technology teams, custodians, counterparties, and service providers across the investment lifecycle.