Location Designation: Hybrid - 4 days per week
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.
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.
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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation.
Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally.
Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual
Orientation/Gender Identity
Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services.
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