Senior Associate, Insights & Analytics

New York Life Insurance Company; New York (NY); Hybrid; USD 100,000 - 143,000; Full time

Job summary

New York Life Insurance Company is seeking an analytics professional to support PX OKRs and performance metrics. You will develop analyses, dashboards, and recurring reports, uncover trends, and translate findings into actionable business insights for leadership and partners.

The role emphasizes hands-on analysis, collaboration with Underwriting, Operations, and Product, and delivering reliable, repeatable outputs using SQL and Tableau within a hybrid work setting.

Qualifications

• Experience independently delivering analytical work and recurring reporting for business stakeholders.
• Ability to translate business questions into structured quantitative analyses, metrics, and insights.
• Strong written and verbal communication skills to explain findings and recommendations.

Responsibilities

• OKR & Performance Analysis: analyze PX performance and monitor core metrics.
• Executive & Leadership Reporting: develop monthly performance materials for leadership forums.
• Business Insights & Partnership: partner with Underwriting, Operations, and Product to contextualize data.
• Dashboard & Analytical Delivery: source and analyze data using SQL and Tableau, maintain dashboards.
• Subject Matter Expertise: build expertise in PX operations and provide analytical support for initiatives.

Skills

SQL

Analytical thinking

Communication skills

Independent worker

Tools

Tableau

Job description

Job DescriptionRequisition ID94803DepartmentPurchase Experience Value StreamJob FunctionPurchase Experience Value StreamLocationNew York,New York,United StatesRole Location DesignationHybrid - 1 day per weekJob Requisition ID: 94803Location Designation: Hybrid - 1 day per weekRole Overview:We are seeking an experienced, insights-oriented analytics professional to support how Purchase Experience (PX) performance against its Objectives & Key Results (OKRs) is measured, analyzed, and communicated. This role owns meaningful analyses, dashboards, and recurring reporting deliverables within the broader PX performance measurement function, with a strong emphasis on identifying trends and anomalies, investigating underlying drivers, and translating findings into clear business insights.The individual in this position will operate as a hands-on individual contributor, working independently on defined analytical responsibilities and partnering with business stakeholders to translate questions into metrics, analysis, dashboards, and reporting. The role requires analytical curiosity and follow-through: noticing unexpected results, investigating what is driving them, and developing a fact-based story that explains what is happening and what it may mean for the business.The successful candidate will balance technical depth with business acumen, contributing to a consistent, accurate, and actionable view of PX performance. This is an insights and reporting role; SQL, Tableau, and data preparation are tools for producing reliable analysis rather than standalone data engineering responsibilities.What You’ll Do:OKR & Performance AnalysisSupport PX OKRs and core operational performance metrics through analysis, reporting, metric development, and ongoing monitoringTranslate business objectives and questions into measurable metrics and analytical approaches, partnering with business leads on definitions, thresholds, assumptions, and appropriate useProvide structured updates on PX performance, incorporating relevant business and initiative context into reporting where appropriateMaintain metric integrity and consistency across reporting cycles, including documentation of logic, assumptions, and changesConduct analysis that explains changes in PX performance, connecting trends and anomalies to underlying operational drivers and business contextProactively identify trends, risks, anomalies and emerging performance issues across PX processes and capabilities, and investigate underlying drivers and implicationsExecutive & Leadership ReportingDevelop recurring monthly PX performance materials for senior leadership forums, ensuring accurate, clear, and timely reportingIdentify and synthesize insights focused on trends, drivers, trade-offs, and implications, turning reporting results into a clear business story and presenting findings in leadership or stakeholder forums when appropriateSupport responses to leadership questions by explaining performance movement, assumptions, and data limitations within assigned analyses and reportingAnticipate potential areas of concern and prepare supporting analysis as neededBusiness Insights & PartnershipPartner closely with Underwriting, Operations, and Product stakeholders to understand business questions, incorporate operational context, and ensure analysis reflects business realityWork with stakeholders to interpret performance data, investigate unusual results, test hypotheses, and develop or refine metrics consistent with established measurement approachesProvide structured, data-driven recommendations when performance deviates from expectationsDevelop and refine underwriting performance analytics across Life, LTC, and IDI, including cohort-level segmentation and comparative performance insights where relevantContribute analytical support to financial analysis, including underwriting expense analysis and cost-benefit assessments of major initiatives, in partnership with business and financial subject matter expertsOwn targeted ad-hoc analyses and deep dives that inform business and leadership decisions, while maintaining disciplined ownership of core reporting deliverablesDashboard & Analytical DeliveryOwn and maintain dashboards supporting PX OKRs and performance metricsIndependently source, validate, and analyze complex operational data using SQL and BI tools (e.g., Tableau)Ensure reliability, usability, and sustainability of reporting assets and analytical outputsWork with IT and data platform teams to resolve source-data, quality, or reporting dependency issues that affect analytical outputs, and contribute business requirements, metric definitions, validation, and documentation to cross-functional data and reporting initiativesSubject Matter ExpertiseDevelop deep expertise in PX operations and new business data over timeDevelop into a trusted resource for performance-related inquiries and investigations within areas of responsibilityBuild credibility through sound judgment, clear communication, analytical rigor, and consistent ownership of deliverablesWhat You’ll Bring:Required QualificationsDemonstrated experience independently delivering analytical work and recurring reporting for business stakeholders, with an emphasis on surfacing meaningful business insightsExperience translating business questions or ambiguous objectives into structured quantitative analyses, metrics, and actionable insights, including investigating trends, anomalies, and underlying driversSQL proficiency with the ability to independently source, validate, and manipulate data for analytical and reporting needsStrong written and verbal communication skills, with the ability to work effectively with business stakeholders and clearly explain findings, assumptions, and recommendationsAbility to work independently, manage competing priorities, and exercise sound judgment, including seeking alignment when scope, assumptions or priorities are unclearWillingness and ability to learn and work hands-on with BI and visualization tools used by the teamPreferred QualificationsExperience working in operational, underwriting, financial services, or process-driven environmentsExperience building and maintaining dashboards in Tableau or comparable BI toolsExperience developing leadership-facing reporting or presenting analytical findings to senior leadersExposure to financial analysis, business cases, or cost-benefit analysisFamiliarity with AI-enabled productivity and analytical tools such as ChatGPT, Microsoft Copilot, Claude, or similar tools, and their responsible use to support analysis, research, documentation, and communication#LI - EM1#LI - REMOTEJob Level: LEVELPF4Pay TransparencySalary Range: $100,000-$143,000Overtime 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: 94803