Investment Data Associate

New York Life Insurance; New York (NY); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Join a forward-thinking company as an Associate in the Investment Services team, where your analytical skills will drive trade processing and data integrity. This role offers you the opportunity to contribute to the implementation of a new accounting system while collaborating with a diverse team. With a strong commitment to inclusion and community, this organization fosters a supportive environment for personal and professional growth. You'll have the chance to tackle meaningful challenges and make a real impact in the financial sector, all while enjoying a hybrid work model that promotes work-life balance.

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Annual discretionary bonus

Qualifications

• 2-6 years of relevant professional experience in investment operations.
• Strong technical proficiency in financial tools and platforms.

Responsibilities

• Analyze and maintain trade and security data across platforms.
• Perform reconciliations of trades, cash, and position data.

Skills

Analytical Skills

Communication Skills

Attention to Detail

Problem-Solving

Education

Bachelor's in Business Administration

Bachelor's in Finance

Tools

Aladdin

Bloomberg

Excel

Tableau

Job description

Location Designation:Hybrid - 4 days per week

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive teamguided by our belief to always be there for each other–providing the support and flexibilityto grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

NYL Investors is seeking a motivated and detail-oriented Associate to join the Investment Services team. This role is instrumental in supporting trade processing, data integrity, and reconciliation between trading and accounting systems. The Associate will also play a key role in the implementation of a new accounting system, requiring strong analytical skills, attention to detail, and the ability to communicate effectively across teams.

What You'll Bring:

• Analyze and maintain trade and security data across trading and accounting platforms using various query and reporting tools.
• Perform accurate and timely reconciliations of trades, cash, and position data.
• Support the smooth transmission of data between systems and resolve discrepancies efficiently.
• Work with technology areas to enhance straight through processing.
• Identify and escalate issues promptly, ensuring resolution is achieved in a timely and efficient manner.
• Contribute to continuous improvement efforts by sharing ideas, offering feedback, and supporting innovation within the team.
• Assist in the design, testing, and deployment of systems by documenting results and communicating findings clearly.

What You'll Do:

• BS in Business Administration or Finance
• 2-6 years of relevant professional experience
• Knowledge of fixed income, derivatives, and/or residential mortgage loans and day to day investment operations
• Strong technical proficiency, including expertise in Aladdin, Bloomberg, Excel, Tableau, and AI platforms is highly desirable
• Excellent verbal and written communication skills and a collaborative mind-set

#LI-AM1

Pay Transparency

Salary Range:$85,000 - $110,000

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 theFoundation.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.

Job Requisition ID:91799