Investment Risk Analyst — Hybrid, AI-Driven Analytics

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

Job summary

New York Life seeks an investment risk analyst to support performance reviews and due diligence for public and private markets. You will help evaluate risk, construct portfolios, and ensure disciplined decision processes with clear documentation.

The role emphasizes strong analytical skills, familiarity with major analytics platforms, and the ability to synthesize complex information into concise summaries for governance forums. Hybrid work arrangement applies.

Qualifications

• Bachelor's degree in a quantitative or analytical discipline is required.
• CFA, MBA, or Master's degree with strong analytical focus is a plus.
• 1 to 4 years of experience in an investment related or investment risk adjacent role; internships relevant.

Responsibilities

• Support investment performance reviews across public and private market strategies.
• Assist due diligence and track record evaluation, including performance history, attribution where available, portfolio construction, decision process consistency, and key risks.
• Analyze portfolio exposures and risk, including concentration, liquidity, leverage, and structural features specific to less liquid vehicles.
• Review and synthesize investment materials, including manager communications, investment memos, quarterly letters, and portfolio updates.
• Assist in maintaining consistent monitoring frameworks for less transparent strategies, including repeatable templates, documented assumptions, and clear escalation thresholds.
• Prepare clear analytical summaries for internal investment reviews and governance forums, with conclusions supported by evidence and appropriate caveats on data limitations.
• Support evaluation of new strategies and changes to existing mandates, including rationale, expected role in portfolio, and key risks and constraints.
• Collaborate with internal stakeholders to provide timely, evidence based investment insights, including ad hoc analyses tied to market events and manager developments.

Skills

Excel

Bloomberg

FactSet

Aladdin

Python

SQL

AI analytics tools

PitchBook

Preqin

Valuation analysis

Education

Bachelor's degree in quantitative/analytical field

CFA

MBA

Master's degree

Tools

Bloomberg

FactSet

Aladdin

Job description

New York Life seeks an investment risk analyst to support performance reviews and due diligence for public and private markets. You will help evaluate risk, construct portfolios, and ensure disciplined decision processes with clear documentation.

The role emphasizes strong analytical skills, familiarity with major analytics platforms, and the ability to synthesize complex information into concise summaries for governance forums. Hybrid work arrangement applies.