Wealth Management Analytics Senior Analyst (Hybrid)

New York Life Insurance Co; New York (NY); Hybrid; USD 84,000 - 130,000; Full time

Benefits offered by this job

Hybrid work arrangement (3 days/week)

Discretionary bonus eligible

Job summary

New York Life Insurance Co. seeks a Senior Analyst for the Wealth Management Analytics team to deliver data-driven insights and automate real-time data access. You will partner with leadership, perform advanced analyses, and contribute to pricing and capital decisions.

The role emphasizes collaboration with data scientists and across Product Solutions Analytics to drive Wealth Management growth, with a hybrid schedule and generous discretionary bonus eligibility.

Qualifications

• 3+ years in BI, data analysis, wealth or asset management, or finance-related roles.
• Strong SQL querying and data extraction skills.
• Experience designing, automating dashboards and reports.

Responsibilities

• Partner with leadership to identify analytical needs and deliver data-driven solutions.
• Perform data mining, segmentation, and trend analysis to uncover growth opportunities.
• Conduct advanced analyses using statistical methods and framing.
• Design, automate, and maintain dashboards in Tableau.
• Prepare monthly performance and attribution analyses of market impacts.
• Create materials supporting investment and capital recommendations.
• Provide pricing and financial flow analyses to support planning.
• Evaluate pricing impacts on fee income and margins with data studies.
• Collaborate with data teams to promote a data-driven culture.

Skills

SQL

Tableau

Excel

VBA

Python/R

Data analysis

Communication

Project management

Attention to detail

Education

Master’s degree (MBA or quantitative)

Tools

Tableau

Excel

VBA

Python/R

Job description

New York Life Insurance Co. seeks a Senior Analyst for the Wealth Management Analytics team to deliver data-driven insights and automate real-time data access. You will partner with leadership, perform advanced analyses, and contribute to pricing and capital decisions.

The role emphasizes collaboration with data scientists and across Product Solutions Analytics to drive Wealth Management growth, with a hybrid schedule and generous discretionary bonus eligibility.