Job Description

Job Requisition ID: 94803

Location Designation: Hybrid - 1 day per week

Role Overview:

We are seeking an experienced, insights-oriented analytics professional to support how Purchase Experience (PX) performance against its Objectives & Key Results (OKRs) is measured, analyzed, and communicated. This role owns meaningful analyses, dashboards, and recurring reporting deliverables within the broader PX performance measurement function, with a strong emphasis on identifying trends and anomalies, investigating underlying drivers, and translating findings into clear business insights.

The individual in this position will operate as a hands-on individual contributor, working independently on defined analytical responsibilities and partnering with business stakeholders to translate questions into metrics, analysis, dashboards, and reporting. The role requires analytical curiosity and follow-through: noticing unexpected results, investigating what is driving them, and developing a fact-based story that explains what is happening and what it may mean for the business.

The successful candidate will balance technical depth with business acumen, contributing to a consistent, accurate, and actionable view of PX performance. This is an insights and reporting role; SQL, Tableau, and data preparation are tools for producing reliable analysis rather than standalone data engineering responsibilities.

What You’ll Do:

OKR & Performance Analysis

• Support PX OKRs and core operational performance metrics through analysis, reporting, metric development, and ongoing monitoring
• Translate business objectives and questions into measurable metrics and analytical approaches, partnering with business leads on definitions, thresholds, assumptions, and appropriate use
• Provide structured updates on PX performance, incorporating relevant business and initiative context into reporting where appropriate
• Maintain metric integrity and consistency across reporting cycles, including documentation of logic, assumptions, and changes
• Conduct analysis that explains changes in PX performance, connecting trends and anomalies to underlying operational drivers and business context
• Proactively identify trends, risks, anomalies and emerging performance issues across PX processes and capabilities, and investigate underlying drivers and implications

Executive & Leadership Reporting

• Develop recurring monthly PX performance materials for senior leadership forums, ensuring accurate, clear, and timely reporting
• Identify and synthesize insights focused on trends, drivers, trade-offs, and implications, turning reporting results into a clear business story and presenting findings in leadership or stakeholder forums when appropriate
• Support responses to leadership questions by explaining performance movement, assumptions, and data limitations within assigned analyses and reporting
• Anticipate potential areas of concern and prepare supporting analysis as needed

Business Insights & Partnership

• Partner closely with Underwriting, Operations, and Product stakeholders to understand business questions, incorporate operational context, and ensure analysis reflects business reality
• Work with stakeholders to interpret performance data, investigate unusual results, test hypotheses, and develop or refine metrics consistent with established measurement approaches
• Provide structured, data-driven recommendations when performance deviates from expectations
• Develop and refine underwriting performance analytics across Life, LTC, and IDI, including cohort-level segmentation and comparative performance insights where relevant
• Contribute analytical support to financial analysis, including underwriting expense analysis and cost-benefit assessments of major initiatives, in partnership with business and financial subject matter experts
• Own targeted ad-hoc analyses and deep dives that inform business and leadership decisions, while maintaining disciplined ownership of core reporting deliverables

Dashboard & Analytical Delivery

• Own and maintain dashboards supporting PX OKRs and performance metrics
• Independently source, validate, and analyze complex operational data using SQL and BI tools (e.g., Tableau)
• Ensure reliability, usability, and sustainability of reporting assets and analytical outputs
• Work with IT and data platform teams to resolve source-data, quality, or reporting dependency issues that affect analytical outputs, and contribute business requirements, metric definitions, validation, and documentation to cross-functional data and reporting initiatives

Subject Matter Expertise

• Develop deep expertise in PX operations and new business data over time
• Develop into a trusted resource for performance-related inquiries and investigations within areas of responsibility
• Build credibility through sound judgment, clear communication, analytical rigor, and consistent ownership of deliverables

What You’ll Bring:

Required Qualifications

• Demonstrated experience independently delivering analytical work and recurring reporting for business stakeholders, with an emphasis on surfacing meaningful business insights
• Experience translating business questions or ambiguous objectives into structured quantitative analyses, metrics, and actionable insights, including investigating trends, anomalies, and underlying drivers
• SQL proficiency with the ability to independently source, validate, and manipulate data for analytical and reporting needs
• Strong written and verbal communication skills, with the ability to work effectively with business stakeholders and clearly explain findings, assumptions, and recommendations
• Ability to work independently, manage competing priorities, and exercise sound judgment, including seeking alignment when scope, assumptions or priorities are unclear
• Willingness and ability to learn and work hands-on with BI and visualization tools used by the team

Preferred Qualifications

• Experience working in operational, underwriting, financial services, or process-driven environments
• Experience building and maintaining dashboards in Tableau or comparable BI tools
• Experience developing leadership-facing reporting or presenting analytical findings to senior leaders
• Exposure to financial analysis, business cases, or cost-benefit analysis
• Familiarity with AI-enabled productivity and analytical tools such as ChatGPT, Microsoft Copilot, Claude, or similar tools, and their responsible use to support analysis, research, documentation, and communication

#LI - EM1

#LI - REMOTE

​Job Level: LEVELPF4

Pay Transparency

Salary Range: $100,000-$143,000

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 here to 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: 94803