Senior Associate - Technical Analyst

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

Job summary

New York Life Insurance Co. is seeking a Technical Analyst to lead analysis, design, and documentation of illustrations output and related specifications.

You will partner with business and technology to translate high-level requests into development-ready solutions, contributing across UI, business rules, and integrations. The role requires strong analytical and communication skills, life insurance expertise, and experience with Agile delivery.

Qualifications

• Bachelor’s degree or equivalent experience in a relevant field.
• 5+ years in technical, systems, or business analysis roles.
• Knowledge of actuarial or financial mathematics to understand life insurance concept calculations.
• Strong knowledge of life insurance products, riders, illustrations, and related business processes.
• Ability to translate complex or ambiguous needs into clear, implementable specifications.

Responsibilities

• Author and maintain NYLIS output specifications for life products, riders, concepts, calculations, disclosures, and related materials.
• Define how changes should appear and behave across products, scenarios, and related concepts.
• Create concept and calculator specifications translating business intent into functional requirements.
• Provide guidance to developers, analysts, testers, and stakeholders on intended behavior and rules.
• Lead or participate in Agile ceremonies and cross-functional design discussions.

Skills

Analytical thinking

Communication skills

Facilitation

Agile / SAFe delivery

Life insurance knowledge

Requirements elicitation

Logical reasoning

Education

Bachelor’s degree in Computer Science, Information Technology, Mathematics, Actuarial Science, Finance, or related field

Tools

SAFe

Job description

Location Designation: Hybrid - 3 days per week

Technology, Data, AI and Ventures

Within the TDAV organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Life's businesses. We build solutions that power how we serve policy owners, agents, advisors and employees while delivering measurable business outcomes.

Across technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last.

Role Overview

We are seeking a Technical Analyst to lead the analysis, design, and documentation of NYLIS Illustrations output and concept specifications, while contributing broader business analysis expertise across user interfaces, business rules, integrations, and related system requirements. The role partners across business and technology to turn incomplete or high-level requests into comprehensive, development-ready solutions.

The ideal candidate combines strong analytical skills—including familiarity with logical symbols and the ability to read and write logical expressions—with excellent communication and presentation skills, life insurance expertise, and Agile delivery experience. This person is skilled at facilitating working sessions, eliciting and clarifying requirements, explaining complex requirements to developers and testers, and building consensus across diverse stakeholder groups.

Working with a high degree of independence, this person resolves ambiguity, anticipates downstream impacts, upholds cross-product standards, and influences stakeholders toward solutions that support the broader design. The role requires the leadership and judgment to drive requirements from discovery through agreement and sign-off, facilitate cross-functional workshops, and, when needed, lead Agile ceremonies and other delivery discussions.

What You’ll Do

Output Design Specifications (Illustration Reports for LIFE, LTC & IDI products)

• Author and maintain NYLIS output specifications for life insurance products, riders, concepts, calculations, disclosures, and other customer- or field-facing materials.
• Evaluate each request within the context of the complete output, identifying and addressing impacts beyond the specific page or text cited.
• Define how changes should appear, where they belong, and how they should behave across products, scenarios, and related concepts.
• Apply established NYLIS standards and precedents across products, identifying when a new pattern is warranted.
• Challenge, clarify, or recommend alternatives when a proposed change is incomplete, inconsistent, impractical, or misaligned with the overall output.

Concept and Functional Specifications

• Author and maintain concept and calculator specifications that translate business intent into complete functional and technical requirements.
• Identify missing paths, exceptions, contingencies, calculations, dependencies, and impacts to related products, riders, and outputs.
• Define implementable business rules, logical expressions, workflows, data needs, integration points, acceptance criteria, and calculations.
• Provide functional guidance to developers, analysts, testers, support teams, and other stakeholders on intended concept and output behavior.
• Perform gap and impact analysis across processes, systems, integrations, security, data, and outputs, securing stakeholder alignment on the design.

Agile Delivery and Stakeholder Partnership

• Partner with Product Owners and Agile team members to refine epics and stories, clarify scope, define acceptance criteria, and confirm development readiness.
• Serve as a liaison across business, technology, legal, compliance, and vendors; communicate complex product and technical details clearly and manage expectations.
• Participate actively in backlog refinement, sprint planning, design discussions, reviews, retrospectives, defect triage, and release-readiness activities.
• Communicate dependencies, risks, assumptions, decisions, and delivery impacts, and drive cross-workstream issues to resolution.
• Maintain current, traceable documentation and alignment among specifications, user stories, and the delivered solution.
• Use modern tools, automation, and AI-enabled approaches, where appropriate, to improve analysis, documentation, consistency, and delivery efficiency.

What You’ll Bring

You are a strong analytical thinker and communicator who can take ownership of complex problems, bring structure to ambiguity, and translate business intent into clear, implementable solutions. You combine attention to detail with a broad, cross-product perspective and are comfortable challenging assumptions, facilitating decisions, and influencing stakeholders across business and technology.

You bring deep knowledge of life insurance products and illustration outputs, along with the technical aptitude to understand logical expressions, calculations, business rules, integrations, and system behavior.

Required Skills

• Bachelor’s degree in Computer Science, Information Technology, Business Information Systems, Mathematics, Actuarial Science, Finance, or a related field, or equivalent professional experience.
• 5+ years of experience in technical analysis, systems analysis, business analysis, product analysis, software development, or a related technology-delivery role.
• Working knowledge of actuarial or financial mathematics sufficient to understand and document life insurance concept calculations.
• Strong knowledge of life insurance products, riders, illustrations, and related business processes.
• Strong business analysis skills across user interfaces, business rules, integrations, and system requirements, with the ability to translate complex or ambiguous needs into clear, development-ready specifications.
• Strong logical reasoning, including analysis of complex conditions, exceptions, dependencies, and downstream impacts.
• Demonstrated facilitation and communication skills, including leading requirements workshops, presenting requirements to technical and business audiences, building stakeholder consensus, and driving requirements through approval/sign-off.
• Ability to manage multiple priorities, work independently, and deliver accurate, high-quality results in a complex enterprise environment.

Preferred Skills

• Experience with life insurance illustration systems, sales concepts, calculation specifications, or regulated customer-facing outputs; actuarial training or experience is a plus.
• Experience leading or facilitating Agile ceremonies and cross-functional delivery discussions.
• Experience collaborating with legal, compliance, engineering, quality assurance, vendors, and business stakeholders.
• Familiarity with SAFe, modernization initiatives, cloud technologies, automation, or Generative AI-enabled analysis and documentation.

Job Level: LEVELPF4

Pay Transparency

Salary Range: $100,000-$143,000

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.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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.

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.