Senior Associate - Business/Technology Analyst

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

Benefits offered by this job

Discretionary bonus

Incentive program

Benefits package

Job summary

New York Life Investment Management (NYLIM) is seeking a Senior Associate to support origination, underwriting, and portfolio management workflows across private investment-grade transactions. You will translate investment team needs into scalable reporting, dashboards, and technology solutions.

You will partner with Investments and IT to enhance platforms, develop data integrations, and roll out AI-enabled tools for credit memo drafting and covenant monitoring while ensuring accurate, timely

Qualifications

• 8+ years in investment management or business analytics.
• Strong analytical and problem-solving skills.
• Experience with investment systems and data platforms.
• SQL or Python for data integration and reporting.
• Bachelor's degree; advanced degree preferred.

Responsibilities

• Support origination, underwriting, and portfolio management workflows across private investment-grade transactions.
• Gather business requirements and translate needs into scalable reporting and dashboards.
• Build tools and analyses for underwriting, credit monitoring, and portfolio surveillance.
• Own deal and portfolio management platforms; reduce manual data gathering.
• Assist rollout of AI-enabled tools and coordinate with IT on integrations.

Skills

8+ years of experience in investment

Analytical and problem-solving

Communication with business & tech

Data integration & reporting

Education

Bachelor's degree

Advanced degree preferred

Tools

SQL

Python

Job description

Job DescriptionRequisition ID94770DepartmentNYL Investors LLCJob FunctionNYL Investors LLCLocationNew York,New York,United StatesRole Location DesignationHybrid - 4 days per weekLocation Designation: Hybrid - 4 days per weekAbout New York Life Investment ManagementWith 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 AnalystNYLIM 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 ResponsibilitiesInvestment Process Support & Business Analysis· 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: LEVELPF4Pay TransparencySalary Range: $115,000-$130,000Overtime eligible: ExemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual 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 BenefitsWe 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 InclusionAt 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 the Foundation. 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.Job Requisition ID: 94770Read More