Sales Reporting and Analytics, Sr. Associate


Date: Nov 20, 2021

Location: Jersey City, NJ, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.




Trade Research and Analysis - Investigate, identify and resolve trade and reporting issues using our internal databases as well as external resources.


  • Manages the Trade Research Database to ensure timely responses and audit trails
  • Assists with the re-allocation of trades to the proper Channels/Territories
  • Collaborates with team members to resolve trade issues
  • Works directly with Sales Management, Divisional Sales Managers and sales team


Design and produce sales reports in Tableau and Excel for daily and monthly analysis. Analyze results and identify key trends for Finance management.



  • Daily/Monthly product report for Portfolio Managers
  • Daily large trades and market timing review
  • Tableau dashboards for DCIO team
  • Monthly compensation audit and reporting
  • Ad hoc requests
  • Automate processes to enhance analytics
  • Assists with sales system rules changes and can communicate them to the sales team
  • Automation of existing reporting functions
  • Demonstrates strong sense of teamwork and collaboration



  • Minimum of 2+ years of reporting and analysis experience required
  • Strong technical skills including advanced Excel and Tableau skills
  • SQL/Database management knowledge
  • NYL Enterprise Data Hub knowledge a plus
  • Strong analytical and communication skills
  • Bachelor’s degree in business preferred
  • Experience in building and maintaining client relationships at the management level.


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 volunteerism, supported by our Foundation. 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



Job Requisition ID: 84972




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

Job Segment: Analytics, Data Analyst, Sales Rep, Social Media, Management, Data, Sales, Marketing