Investment Data Analyst

About the role

Join New York Life Investment Management and become part of a dynamic team empowering investors to achieve their financial goals. We offer clients unparalleled access to a diverse collection of specialized, independent investment teams — each with its own distinct philosophy and expertise. By collaborating with our world-class investment teams, you'll shape investment strategies that unlock opportunities, navigate market complexities, and ultimately build strong financial legacies for our clients.

Responsibilities

• Create and support analytics used to assess a broad range of investment strategies, including equity, fixed income, and alternative investments.
• Ensure the accuracy and integrity of investment data sourced from various internal and external systems, delivering it in a timely manner for downstream consumption.
• Build repeatable and scalable processes, and collaborate with other team members to automate these workflows and enhance overall operational efficiency.
• Perform data reconciliation to ensure accuracy and integrity within portfolio analytics systems.
• Collaborate closely with the technology team to ensure timely, accurate, and consistent delivery of data across systems.
• Support the reporting needs of internal clients, including sales, marketing, risk oversight and investment teams, by delivering relevant and reliable data.
• Automate end-to-end data processes to improve efficiency.

Requirements

• Solid understanding of a wide range of financial instruments, including equities, fixed income, and derivatives.
• Hands-on experience with portfolio analytics tools and comfortable working with large datasets, particularly using SQL for data extraction and analysis.
• Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders.
• Attention to detail allowing critical evaluation of data and ensuring its accuracy and integrity.

Qualifications

• Bachelor's degree required; Master's degree preferred in Finance, Economics, Data Science or a related field.
• Minimum of 3 years of experience in a quantitative role within Investment services.
• Strong knowledge of financial instruments, including equities, fixed income, futures, foreign exchange (FX), options, bank debt, swaps, and other derivatives.
• Expertise in crafting advanced SQL queries for comprehensive data analysis.
• Comfortable working both independently and as part of a team in a dynamic, fast-paced environment.

Skills

• Technical proficiency in programming languages such as Python and SQL.
• Familiarity with data visualization tools such as Tableau, QlikView, or Power BI.

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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Pay

Salary Range: $115,000-$164,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No

Schedule

Hybrid - 3 days per week