Senior Associate - Business/Technology Analyst

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

Job summary

NYL Investors LLC in New York, NY, is seeking a Senior Associate to support investment teams’ origination, underwriting, and portfolio management workflows. You will partner with investment professionals to improve tools, reporting, and processes for a portfolio of private investment-grade securities.

The role emphasizes translating business needs into scalable technology solutions, building dashboards, and maintaining platforms while collaborating with IT and Operations.

Qualifications

• 8+ years of experience in investment management or business analysis.
• Strong analytical and problem-solving abilities; ability to drive process improvements.
• Experience with SQL, Python for data integration and reporting automation.
• Experience supporting system implementations and API integrations with IT/Operations.
• Bachelor’s degree required; advanced degree preferred.

Responsibilities

• Support origination, underwriting, and portfolio management workflows across private investment-grade transactions.
• Translate business needs into scalable reporting, dashboards, and technology solutions.
• Develop tools and analyses for underwriting, credit monitoring, and portfolio surveillance.
• Maintain deal/portfolio management platforms tracking investments and activity.
• Build dashboards and reports reducing manual data gathering for portfolio teams.
• Assist rollout of AI-enabled tools for credit memo drafting and reporting.
• Act as liaison between Investments and IT on data integration and system enhancements.
• Develop or maintain SQL/Python scripts to support data integration and automation.

Skills

Analytical skills

Communication

Business process improvement

Investment knowledge

Education

Bachelor's degree

Advanced degree preferred

Tools

SQL

Python

Job description

Senior Associate - Business/Technology Analyst

NYL Investors LLC

New York, New York, United States

Hybrid

Requisition ID

94770

Job Description

NYLIM Private Fixed Income is seeking a Senior Associate to serve as a business analyst supporting our investment teams’ origination, underwriting, and portfolio management processes. This individual will partner closely with investment professionals to improve the tools, reporting, and workflows that support the evaluation and monitoring of a portfolio of privately placed, investment-grade securities, including corporate, infrastructure, and private ABS transactions.

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.
• 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

Discretionary bonus eligible:Yes

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.

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.

Family Friendly Benefits

Find benefits that support your unique family situation, including fertility assistance, paid new-parent benefits, backup childcare services, free virtual tutoring, and more.

We Invest in Your Future

Enjoy a more secure future with a company-sponsored pension plan for eligible employees and a savings plans with a company match 1.

Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.