Associate / Sr. Associate Capital Markets

New York Life Insurance Co; New York (NY); Hybrid; USD 93,000 - 133,000; Full time

Job summary

New York Life Insurance Co. is seeking an Associate/Senior Associate for its Capital Markets team in New York.

The role focuses on origination, execution, and analytics within the OCIO Office of the Chief Investment Officer, partnering with investment teams and external managers. You will help source, evaluate, and execute capital markets opportunities, design scalable deal pipelines, and support wallet-share analytics across the General Account.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 2–5 years of experience in finance, capital markets, asset management, business development, or related role.
• Strong analytical skills with experience in financial analysis, deal pipeline management, or relationship analytics.
• Ability to work cross-functionally with investment teams and engage senior external partners.
• Highly organized, detail-oriented, and able to manage multiple initiatives simultaneously.
• Entrepreneurial mindset with sound judgment and excellent communication skills.
• Strong technical capabilities.

Responsibilities

• Support development and ongoing management of a multi-asset capital markets framework across public and private strategies.
• Assist with identification, evaluation, and execution of capital markets opportunities aligned with General Account objectives.
• Manage day-to-day deal pipeline across investment teams, including intake, prioritization, status tracking, and follow-ups.
• Provide analytical and execution support for scaled capital markets initiatives and platform buildout.
• Track origination activity, opportunity flow, and outcomes using analytical tools and dashboards.
• Prepare capital markets updates, pipeline reporting, and execution insights for senior leadership.

Skills

Capital markets

Analytics

Relationship management

Cross-functional collaboration

Financial analysis

Education

Bachelor’s degree in Finance/Economics/Business

Job description

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Associate / Sr. Associate Capital Markets

New York, New York, United States

Hybrid

Job Description

Requisition ID

93520

Job Function

OCIO

Location

New York,New York,United States

Role Location Designation

New York Life is seeking an Associate / Senior Associate to support the buildout and execution of its capital markets and strategic partnership platform within the Business Development team in the Office of the Chief Investment Officer. This role will focus on relationship management, deal pipeline coordination, multi-asset origination, partner engagement, and analytics-driven decision-making across the General Account, while leveraging the combined asset management capabilities of New York Life’s $785 billion global asset management ecosystem.

The role supports Business Development’s mission to connect innovation with execution by providing analytical, coordination, and execution support across capital markets partnerships, origination platforms, and enterprise-wide frameworks.

The individual will support Capital Markets Lead in engagement with investment teams and external partners to source, evaluate, and execute capital markets opportunities that generate value for the General Account, while helping to develop scalable frameworks for deal pipeline management and global wallet share optimization. This is a high-impact role with the potential to obtain broad exposure to senior leadership, asset management teams, and leading capital markets participants.

What You’ll Do:

Capital Markets Origination & Execution

• Support the development and ongoing management of a multi-asset capital markets framework across public and private strategies.
• Assist Capital Markets Lead to work with investment teams to identify, evaluate, and execute capital markets opportunities aligned with General Account objectives and enterprise priorities.
• Assist with day-to-day deal pipeline management across investment teams, including opportunity intake, prioritization, status tracking, and follow-ups.
• Provide analytical and execution support for scaled capital markets initiatives and platform buildout.
• Track origination activity, opportunity flow, and execution outcomes using analytical tools and dashboards to support coverage, prioritization, and reporting.
• Prepare capital markets updates, pipeline reporting, and execution insights for senior Business Development and OCIO leadership.

Strategic Partnerships & Platform Collaboration

• Support engagement with select capital markets and asset management partners to advance co-investment, structured solutions, and other strategic initiatives, including preparation of materials, coordination of meetings, and follow-ups.
• Support the identification and advancement of cross-platform collaboration across New York Life’s affiliated and unaffiliated asset managers, in coordination with Business Development leadership.
• Assist in developing partnership engagement frameworks, internal coordination processes, and execution playbooks as strategic partnerships scale.
• Maintain centralized tracking of partnership initiatives, outcomes, and strategic impact to support prioritization and resource allocation.

Global Wallet Share & Analytics

• Help design and implement a global wallet share framework, building on existing General Account analytics and expanding coverage across asset classes and affiliated managers.
• Help to expand wallet share analysis to assess enterprise spend, counterparty exposure, and relationship depth, identifying opportunities to improve alignment and negotiation efficiency.
• Maintain counterparty rankings, wallet share dashboards, and historical engagement analytics to support coverage strategy, prioritization, and senior-level decision-making.
• Coordinate data gathering from investment teams, portfolio groups, affiliated managers, and other constituents to ensure consistency, accuracy, and transparency of enterprise-level analytics.

Market Intelligence & Business Development

• Monitor capital markets trends, product innovation, and competitive dynamics to inform origination and partnership strategy.
• Support evaluation of new capital markets and strategic partnership opportunities, including strategic fit, execution considerations, and risk assessment.
• Contribute to executive presentations, strategic materials, and briefing notes supporting Business Development leadership and cross-OCIO initiatives.

What You’ll Bring:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; working towards a CFA is a plus
• 2–5 years of experience in finance, capital markets, asset management, business development, or a related role.
• Strong analytical skills with experience in financial analysis, deal pipeline management, and/or relationship analytics.
• Ability to work cross-functionally with investment teams and engage effectively with senior external partners, in partnership with Capital Markets Lead.
• Highly organized, detail-oriented, and able to manage multiple initiatives simultaneously.
• Entrepreneurial mindset with strong intellectual curiosity and sound judgment.
• Excellent written and verbal communication skills.
• Strong Technical capabilities

#LI-AM1

Pay Transparency

Salary Range:$93,000-$133,000

Discretionary bonus eligible:Yes

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.

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. .

Recognized as one 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.

Our Commitment to Inclusion

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.

Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.