Portfolio Analyst - New York Life Investments


Date: Jul 17, 2021

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.


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.)




If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.

Job Requisition ID: 83239 

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

Job Segment: Consulting, Social Media, Outside Sales, Bank, Banking, Technology, Marketing, Sales, Finance