Associate, Product Analytics Reporting

Location Designation: Hybrid - 3 days per week 

Reporting Associate (PF1)
Location: New York, NY (Hybrid)
Department: Client Growth & Retention
Team: Insights & Optimizations

Role Summary
The Insights & Optimizations team works horizontally across the Client Growth & Retention Value Stream to enable measurement, track program performance, and improve outcomes through continuous insights and data support.

As a Reporting Associate, you will support programs by executing accurate, reliable, and timely reporting, helping stabilize performance tracking as programs scale. This role plays a critical part in ensuring trusted data delivery today while intentionally reducing manual effort over time through automation and improved processes.

You will collaborate closely with Senior Associates and Data Operations partners, gaining hands-on experience in operational analytics, reporting automation, and analytical storytelling as your responsibilities evolve.

Key Responsibilities
Operational & Monthly Reporting
• Execute recurring operational and monthly reporting for Financial Education programs using established templates and measurement frameworks
• Ensure reporting outputs are accurate, consistent, and delivered on time
• Support Senior Associates by preparing data, validating results, and compiling reporting materials following intake and scoping decisions
• Own end-to-end execution of defined operational reports, with a focus on championing self-service methods
Automation Acceleration & Reporting Enablement
• Document repeatable reporting processes and identify opportunities to reduce manual effort
• Support the transition of recurring reports from manual execution to automated solutions, including testing and validation
• Maintain automated reporting outputs once stable, ensuring reliability and continuity
• Leverage AI-enabled tools to streamline data preparation, QA, and reporting compilation where appropriate
Analytical Support & Growth
• Provide analytical support to Senior Associates by assisting with ad-hoc analysis, data pulls, and validation
• Help surface trends, patterns, and anomalies within reporting outputs
• Gradually build skills in analytical storytelling and insights development through mentorship and hands-on exposure
Support for New and Emerging Initiatives
• Support research, reporting, and exploratory analyses for new client growth and retention initiatives
• Contribute to analytical outputs with guidance from your manager and senior team members

Skills & Competencies
Competencies:
• Strong attention to detail and commitment to data accuracy and quality
• Exhibits a growth and team-spirited mindset; a collaborative person who is comfortable working cross-functionally
• Ability to manage multiple requests with competing deadlines in a fast-paced environment
• Comfort working with data from multiple sources and reconciling differences across datasets
• Strong written and verbal communication skills, with the ability to present information clearly to non-technical stakeholders
• Organized, proactive, and eager to learn new datasets, tools, and programs
Technical Skills:
• Proficiency in Excel and PowerPoint
• Experience with data visualization tools (e.g., Tableau) and web analytics platforms (e.g., Adobe Analytics) preferred
• Familiarity with automation or AI-enabled productivity tools is a plus

Experience & Education
• Bachelor’s degree in Marketing, Analytics, Business, or a related field
• 0–2 years of relevant experience (internship, entry-level role, or equivalent)
• Experience in Financial Services or Insurance is a plus

#LI-JM14

Pay Transparency

Salary Range: $66,500 - $80,000 

Overtime eligible: Nonexempt 

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. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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 the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 93405