Senior Associate - Business/Technology Analyst

About the company

With 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. The 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.

Responsibilities

• Investment 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.

Requirements

• 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 or equivalent in Business Administration, Finance, Marketing, Information Systems or a related field.

Pay

Salary range: $115,000–$130,000. Position is overtime-exempt. Eligible for annual discretionary bonus; not eligible for sales bonus. Actual base salary determined based on experience, skills, qualifications, and job location. Employees may also be eligible to participate in an incentive program.

Benefits

Full benefits package including leave programs, adoption assistance, and student loan repayment programs. Benefits are regularly refined based on employee feedback to support well-being inside and outside of work.