Director - Portfolio Analytics & Reporting

New York Life Investment Management; New York (NY); Hybrid; USD 137,000 - 196,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life Investments seeks a Director/Senior Director of Portfolio Analytics & Reporting to lead analytics for the General Account and NYL REI. You will deliver performance measurement, risk analysis, and strategic reporting that informs portfolio positioning and decision-making.

The ideal candidate has CRE debt and investment analytics experience, advanced Excel skills, and familiarity with SQL/Python/Power BI. This hybrid role is based in New York, NY, with four days on-site per week.

Qualifications

• Bachelor’s degree in a quantitative field with an investment focus.
• CFA charterholder or MBA preferred.
• 8+ years of CRE debt, portfolio management, institutional investment or analytics.
• Strong understanding of CMLO, real estate credit fundamentals and risk analytics.
• Experience in financial modeling and performance analysis.
• Advanced proficiency in Excel; SQL/Python/Power BI preferred.
• Independent worker with ability to partner with senior leadership.
• Strong written and verbal communication skills.

Responsibilities

• Lead portfolio performance measurement, benchmarking and attribution analysis.
• Analyze market conditions to provide actionable investment insights.
• Develop models and tools to forecast outcomes and support decisions.
• Assess concentrations, risk factors and credit metrics across portfolios.
• Conduct scenario analysis and stress tests on rate and valuation changes.
• Forecast cash flows, develop dashboards and support senior management visuals.
• Ensure data integrity and partner with teams to automate processes.

Skills

Excel proficiency

Portfolio analytics

Financial modeling

Communication skills

SQL

Python

Power BI

Education

Bachelor’s degree in real estate, finance, economics, accounting

CFA charterholder or MBA preferred

Tools

SQL

Python

Power BI

Job description

Location Designation: Hybrid - 4 days per week

About New York Life Investment Management 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.

Director / Senior Director – Portfolio Analytics & Reporting Location: New York, NY, US Company: New York Life Insurance Co Location Designation: Hybrid - 4 days per week

About New York Life Investments 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.

Business Overview New York Life Real Estate Investors (NYL REI) is the real estate investment platform within New York Life Investment Management. With over $73.2 billion in assets under management as of December 31, 2025, NYL REI invests across real estate equity, debt and securities strategies, serving institutional investors and the New York Life General Account. Leveraging more than a century of real estate investment experience, New York Life Real Estate Investors ("REI") believes that investment principles which incorporate sustainability best practices promote favorable relative returns for our clients over the long term.

What You'll Do The candidate will lead investment performance analysis, portfolio risk analytics, and strategic reporting for the General Account commercial mortgage loan portfolio, with additional responsibilities supporting third-party investment portfolios as needed. This individual will serve as a key analytical partner to senior leadership, providing insights into portfolio performance, risk exposures, investment trends, and opportunities to optimize portfolio positioning. This role will also lead the development of analytical tools and reporting capabilities to enhance investment decision-making, improve operational efficiency, and support the evolving needs of the commercial mortgage investment platform.

Key Responsibilities

• Portfolio Analytics:
• Lead portfolio performance measurement, benchmarking, and attribution analysis to evaluate investment results and identify key drivers of returns and risk.
• Analyze portfolio trends, commercial real estate market conditions, and macroeconomic factors to provide actionable insights and recommendations to senior investment leadership.
• Develop and maintain analytical models and tools to evaluate historical performance, forecast portfolio outcomes, and support investment decision-making.
• Assess portfolio risks including; concentrations by balance, maturity, property type and geographic concentrations, and credit metrics.
• Conduct scenario analysis and stress testing to assess the impact of changes in interest rates, property valuations, credit conditions, and other market factors on risk-based capital and portfolio risk and performance.
• Surveillance and Reporting:
• Forecast and analyze portfolio cash flows, investment returns, maturities, and refinancing exposure to support portfolio positioning and investment strategy.
• Develop and maintain portfolio KPIs, dashboards, and reporting tools to support ongoing portfolio monitoring and senior management presentations.
• Oversee the accuracy, consistency, and integrity of portfolio data, performance metrics, and management reporting.
• Partner with internal teams to enhance analytical capabilities, automate processes, and improve data infrastructure.
• Support portfolio performance commentary, strategic presentations, and reporting for the General Account and third-party investment portfolios, as needed.

What You'll Bring

• Bachelor’s degree required, preferably in real estate, finance, economics, accounting, or a related quantitative discipline with an investment focus.
• CFA charterholder or advanced degree (MBA or equivalent) or additional professional designations preferred.
• Minimum of 8 years of relevant experience in commercial real estate debt, commercial mortgage portfolio management, institutional investment management, or investment analytics.
• Strong understanding of commercial mortgage loan investments, real estate credit fundamentals, portfolio performance measurement, and risk analytics.
• Demonstrated experience in financial modeling, portfolio performance analysis, benchmarking, and evaluation of investment risk and returns.
• Advanced proficiency in Excel and experience with portfolio analytics, reporting, and data visualization tools; knowledge of SQL, Python, or Power BI preferred.
• Ability to work independently, exercise sound investment judgment, and serve as a thought partner to senior leadership.
• Strong written and verbal communication skills, with the ability to synthesize complex analytical findings and effectively engage stakeholders at all levels.
• Strong analytical, organizational, and project management skills, with exceptional attention to detail and the ability to manage multiple priorities in a collaborative, fast-paced environment.

Job Level: LEVELPF5

Pay Transparency Salary Range: $137,000-$195,500 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.