Associate - Sales Reporting & Analytics

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Date: Mar 24, 2019

Location: Jersey City, NJ, US

Company: New York Life Insurance Co

 

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

 

Associate, Sales Reporting and Analytics

 

Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.

 

We’re looking for someone with an analytical aptitude to lead our team through new reporting initiatives which will be the driving forces of our sales team. This role will build the foundation of a big data set that is a major part of our overall data strategy. As this responsibility grows, we want you to grow. The ideal candidate will be someone who can work with senior sales management and present the information to user in a consumable manner. This role will be based in our Jersey City office with some travel to our Midtown home office.

 

This role will consist of two major components among many ad hoc requests

 

Mutual Fund Sales Reporting Analyst

 

  • Run sales reports out of multiple systems and analyze the discrepancies
  • Learn vendor applications and master the data structure
  • Present findings to senior management

 

DCIO Reporting Specialist

 

  • Integrate data packs from DCIO recordkeepers into current reporting structure
  • Set the structure that will be a foundation for future DCIO data
  • Research advisor consultant requests to uncover additional details
  • Create reports and dashboards for our sales team to consume the data

 

Why work for us?

  • Direct exposure to Retail Distribution and Finance leadership
  • Access to resources
  • Collegial culture

 

Experience

 

  • Strong technical skills including advanced Excel and PowerPoint skills
  • Strong analytical and communication Skills
  • Bachelor’s degree in Accounting or Finance required
  • SQL/Database management knowledge a plus

 

SF:LI-AM1

SF:EF-AM1
 

EOE M/F/D/V

 

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Nearest Major Market: New York City
Nearest Secondary Market: Newark

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