Investment Data Associate

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

Job summary

A leading company in the insurance industry seeks a motivated Associate for their Investment Services team. This hybrid role involves supporting trade processing and data integrity, requiring strong analytical skills and effective communication. Join a collaborative team committed to innovation and excellence.

Benefits

Comprehensive benefits package

Leave programs

Adoption assistance

Student loan repayment programs

Qualifications

• 2-6 years of relevant professional experience.
• Knowledge of fixed income, derivatives, and investment operations.

Responsibilities

• Analyze and maintain trade and security data across platforms.
• Perform reconciliations of trades, cash, and position data.
• Contribute to continuous improvement efforts.

Skills

Analytical Skills

Communication

Attention to Detail

Education

BS in Business Administration or 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. Our diversified, multi-dimensional business portfolio extends beyond life insurance, emphasizing our strength.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, take on meaningful challenges, and develop your skills while maintaining work-life balance. You will be part of an inclusive team guided by our belief in support and flexibility to help you grow and make an impact in others’ lives.

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

NYL Investors is seeking a motivated and detail-oriented Associate to join the Investment Services team. This role supports trade processing, data integrity, and reconciliation between trading and accounting systems. The Associate will also play a key role in implementing a new accounting system, requiring strong analytical skills, attention to detail, and effective communication 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 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 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 mindset

#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 experience, skills, qualifications, and location. Employees are also eligible for an annual discretionary bonus and may participate in incentive programs.

Our Benefits

We offer a comprehensive benefits package, including leave programs, adoption assistance, and student loan repayment programs. For more details, click here or visit our NYL Benefits Site.

Our Commitment to Inclusion

Fostering an inclusive workplace is fundamental to who we are. We are committed to creating an environment where individuals can contribute their best and succeed together, rooted in our values of humanity and integrity. We embrace diverse perspectives to better serve our communities. Learn more about our leadership in inclusion.

Recognized as one of Fortune’s World’s Most Admired Companies, we are dedicated to community engagement through employee giving and volunteerism, supported by our Foundation. To explore career opportunities, visit our Careers page or www.NewYorkLife.com.

Follow our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about our ongoing evolution to meet client and employee needs.

Job Requisition ID: 91799