Senior Associate - Business/Technology Analyst

New York Life; New York (NY); Hybrid; USD 115,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Job summary

New York Life Investment Management (NYLIM) is seeking a Senior Associate – Business/Technology Analyst to support origination, underwriting, and portfolio management workflows. You will translate investment team needs into scalable reporting, dashboards, and technology solutions, collaborating with Operations and IT to enhance platforms.

The role emphasizes building data-driven workflows, developing tools, and enabling AI-enhanced reporting to support investment decisions across private and

Qualifications

• 8+ years of relevant experience in investment management, financial services, or a business analyst/platform support role.
• Strong analytical, problem-solving, and business process improvement skills.
• Hands-on experience with operational/analytical systems in an investment management environment.
• Working knowledge of SQL, Python, or similar tools for data integration and reporting automation.
• Experience supporting system implementations, platform enhancements, API integrations, or technology rollouts in partnership with Operations and IT.
• Ability to communicate effectively with both investment professionals and technical teams.

Responsibilities

• Partner with investment professionals to support origination, underwriting, and portfolio management workflows.
• Gather business requirements and translate needs into scalable reporting, dashboards, and technology solutions.
• Assist in developing tools, templates, and analyses for underwriting, covenant monitoring, and portfolio reporting.
• Own and maintain deal/portfolio management platforms and build dashboards and reports.
• Support rollout of AI-enabled tools for credit memo drafting and portfolio reporting.

Skills

8+ years experience

Analytical thinking

Cross-functional communication

Education

Bachelor's degree

Advanced degree preferred

Tools

SQL

Python

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.

Senior Associate – Business/Technology Analyst

Primary Responsibilities

• Partner with investment professionals to support origination, underwriting, and portfolio management workflows across private investment-grade transactions.
• Gather business requirements and translate investment team needs into scalable reporting, dashboards, and technology solutions.
• Assist in developing tools, templates, and analyses that support underwriting, credit monitoring, portfolio surveillance, and investment committee materials.

Platform Management & Reporting

• Own and maintain the deal/portfolio management platforms used to track investments pipeline and portfolio activity across PFI and ABF.
• Build dashboards, reports, and workflows that support credit monitoring, deal tracking, and investment committee materials, reducing manual data gathering for portfolio managers and analysts.
• Support the rollout and adoption of AI-enabled tools for credit memo drafting, covenant monitoring, and portfolio reporting.
• Act as the primary liaison between the Investments team and Operations/IT on platform enhancements, data integration, and systems issues affecting investment workflows.
• Develop or maintain basic SQL, Python, or similar scripts to support data integration, reporting automation, and platform functionality.

Required Skills & Experience

• 8+ years of relevant experience in investment management, financial services, or a business analyst/platform support role.
• Strong analytical, problem-solving, and business process improvement skills.
• Hands-on experience with operational/analytical systems in an investment management environment.
• Working knowledge of SQL, Python, or similar tools for data integration and reporting automation.
• Experience supporting system implementations, platform enhancements, API integrations, or technology rollouts in partnership with Operations and IT.
• Ability to communicate effectively with both investment professionals and technical teams, translating business needs into technology solutions.
• Bachelor's degree required; advanced degree preferred.

Job Level: LEVELPF4

Pay Transparency

Salary Range: $115,000-$130,000

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.

Job Requisition ID: 94770