Senior Associate, Investments - New York Life Ventures
About the role
New York Life Ventures is hiring a Senior Associate to join the Investments team. The role involves making an immediate impact by employing a data- and network-driven approach to identifying investment opportunities in areas of thematic relevance to New York Life.
Responsibilities
- Source, research, and evaluate companies for potential investment and strategic opportunities
- Lead evaluation of venture fund opportunities, including diligence, modeling, and referencing
- Own deal screening and drive due diligence workstreams from initial evaluation through transaction execution
- Manage assigned portfolio companies and fund relationships post-investment, including performance tracking, valuation analysis, and quarterly reporting
- Build and maintain relationships with company founders, executives, and fund general partners, serving as a primary point of contact
- Conduct industry research, total addressable market (TAM) analysis, and competitive landscaping to inform investment decisions
- Develop financial models and analyze company and fund performance metrics to support investment recommendations
- Author executive-level investment memos and portfolio materials; present recommendations to senior leadership and the investment committee
- Partner with startup partnership teams and NYL business stakeholders to identify and unlock strategic opportunities across the portfolio
- Lead thematic research to shape investment focus areas, develop perspectives on emerging trends, and inform strategic priorities
Requirements
Thoughtful, highly analytical mindset paired with strong interpersonal skills and the ability to communicate well-informed viewpoints
5–7+ years of experience in private equity, venture capital, or a related field (e.g., corporate development, investment banking, strategy consulting, fund-of-funds, or technology strategy roles)
Demonstrated or developing subject-matter expertise in areas such as fintech, insurtech, AI/ML, enterprise software, data infrastructure, or cybersecurity, with the ability to build a differentiated point of view
Strong intellectual curiosity and drive to learn, create value, and operate in a collaborative team environment
Passion for the evolving technology landscape within and adjacent to financial services
Advanced financial modeling and presentation skills (Excel, PowerPoint) and strong written/verbal communication abilities
Proficiency using generative AI tools (e.g., ChatGPT, Claude) to accelerate research, synthesize information, and improve productivity
Strong critical thinking skills and the ability to develop and defend informed opinions
Qualifications
Ability to work both independently and collaboratively with a balance of confidence, humility, and integrity
Skills
Thoughtful, highly analytical mindset paired with strong interpersonal skills and the ability to communicate well-informed viewpoints
Advanced financial modeling and presentation skills (Excel, PowerPoint) and strong written/verbal communication abilities
Proficiency using generative AI tools (e.g., ChatGPT, Claude) to accelerate research, synthesize information, and improve productivity
Strong critical thinking skills and the ability to develop and defend informed opinions
Benefits
Full package of benefits including leave programs, adoption assistance, and student loan repayment programs
Unique offerings for a modern workforce
Discretionary bonus eligible
Incentive program eligibility
Base salary determined based on several factors including individual’s experience, skills, qualifications, and job location
Annual discretionary bonus eligibility
Overtime eligible: Exempt
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
Employees are eligible for an annual discretionary bonus
In addition to base salary, employees may also be eligible to participate in an incentive program
Pay
Salary Range: $120,000-160,000
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
Employees are eligible for an annual discretionary bonus
In addition to base salary, employees may also be eligible to participate in an incentive program
Schedule
Hybrid - 3 days per week