Associate - General Account Portfolio Management


Date: Nov 18, 2021

Location: New York, NY, US

Company: New York Life Insurance Co



When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and 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.


As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



The General Account Portfolio Management team, within the Office of the Chief Investment Officer, is seeking to fill an entry level position to assist in supporting the portfolio management function. The role entails operational support for the processes around portfolio and data Management. It offers a unique opportunity to simultaneously learn the asset management business, various fixed income asset classes and Portfolio Management.

The individual will work closely with other team members on understanding, improving, and running the various processes necessary for managing the General Account portfolio, such as cash management, cash flow and various impact analysis pertaining to the portfolios. The individual will assist in the tracking, monitoring, and analyzing investment activity across multiple asset classes and portfolios.


The role entails:

  • Daily monitoring of investment transactions
  • Assist in preparing transaction attributions
  • Monitoring and ensuring compliance with investment guideline requirements
  • Managing integrity of data
  • Work with traders to gather and monitor market data across asset classes
  • Assist in preparation of business units and senior management presentations
  • Support various dashboards related to markets, portfolios, credit losses and credit migration.


This individual will also assist in developing more robust process around data management and reporting on portfolio characteristics such as positioning, risk, and trades.   

Applicant should be intellectually curious, self-motivated, detail-oriented, and possess strong communication skills.

An undergraduate degree is required preferably with a concentration in Finance, Economics, Accounting, Science, Math, Technology.

Ability to work both independently and within a diverse team that collaborates across the organization.

Fluent using Excel, PowerPoint, and Word. Programming in VBA, SQL and experience with large data sets would be a plus

Excellent written and oral communication skills.


Please note: At this time, employees of Group Benefit Solutions can be considered for open positions within Group Benefit Solutions only. Applications from Group Benefit Solutions employees for open positions within other New York Life businesses are unable to be considered.  

Job Requisition ID: 85195






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