Portfolio Analyst, Senior Associate


Date: Jul 22, 2021

Location: Jersey City, NJ, US

Company: New York Life Insurance Co


New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.






Job Summary

New York Life Investment Management’s Investment Consulting Group (ICG) is seeking a Portfolio Analytics Specialist to join the team in providing support to the team’s analysts and risk oversight process across various investment strategies and boutiques. This high-exposure, individual contributor role will be based in NYLIM’s Jersey City, NJ, office.


Job Description

The Portfolio Analytics Specialist will provide data management and support for analytics reporting for ICG to assess and monitor many investment strategies including equity, fixed income, as well as alternative investments.



  • Automate data flow and reconcile data used in several portfolio analytics systems
  • Implement and manage new reports for various users in the firm using different investment applications
  • Working with technology group to ensure accurate and timely data delivery
  • Provide support for reporting needs of various clients, including sales and marketing
  • Provide support for daily reports process


Key Attributes

  • Investment product knowledge (Equities, Futures, FX, Fixed Income, Options, Bank Debt, Swaps, etc.)
  • Strong critical thinking skills and a high degree of intellectual curiosity
  • A belief in continuous improvement and an unrelenting attention to detail and high degree of accuracy
  • Strong time management skills
  • Ability to work both independently as well as a team on multiple time-sensitive projects



  • 2+ years of experience in the investment industry.
  • Bachelor’s degree is required with course work in Finance and Investments
  • Familiarity with writing SQL queries for analyzing data
  • Hands-on experience supporting one or more performance and risk-based platforms preferred (e.g. Bloomberg, FactSet, POINT, Aladdin, etc.)
  • Business Intelligence tool experience preferred (e.g. Tableau, QlikView, Power BI, etc.)
  • Some coding experience preferred (e.g. Python, C#, JAVA, etc.)




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