Director - Portfolio Analytics & Reporting

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

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life Insurance Co. seeks a Director/Senior Director of Portfolio Analytics & Reporting to lead investment performance analysis and risk analytics for the General Account and related portfolios. You will drive strategic reporting and partner with senior leadership to optimize portfolio positioning.

The role requires 8+ years in real estate debt or investment analytics, CFA/MBA preferred, and strong Excel/BI skills. Hybrid work model in New York with competitive compensation and benefits.

Qualifications

• Bachelor’s degree required in a quantitative field with an investment focus.
• CFA charterholder or MBA or equivalent preferred.
• Minimum 8 years of relevant experience in commercial real estate debt, mortgage portfolio management, institutional investment management, or analytics.
• Strong understanding of mortgage investments, real estate credit, and risk analytics.
• Experience with financial modeling, portfolio performance analysis, and benchmarking.
• Advanced proficiency in Excel; SQL, Python or Power BI a plus.
• Ability to work independently and communicate clearly with leadership.
• Strong written and verbal communication and project management skills.

Responsibilities

• Lead portfolio analytics: measure performance, benchmark, and attribution.
• Analyze market conditions and macro factors to inform leadership.
• Develop and maintain models and tools for historical and forecasted outcomes.
• Assess concentrations, maturity, property types, and credit metrics for risk.
• Conduct scenario analysis and stress testing for capital and risk impact.
• Forecast cash flows, returns, maturities and refinancing exposure for strategy.
• Develop KPIs, dashboards, and reporting for senior management.
• Ensure data integrity and collaborate to automate processes.

Skills

Portfolio analytics

Risk analytics

Financial modeling

Communication

Independent work

Education

Bachelor’s degree (real estate, finance, economics, accounting)

CFA charterholder or MBA

Tools

Excel

SQL

Python

Power BI

Job description

Location Designation: Hybrid - 4 days per week

Director / Senior Director – Portfolio Analytics & Reporting

Location: New York, NY, US

Company: New York Life Insurance Co

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.

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.

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.

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.