Associate - Private Capital Investors


Date: May 18, 2023

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation:  



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. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

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. 




Support an investment team that manages a debt private placement portfolio and originates new private placement investments.  Will provide training in financial statement analysis, credit analysis, and other skills required to manage a portfolio and analyze new transactions. 



  • Assist with portfolio maintenance, including tracking of financial performance and compliance with required terms.
  • Assist with the drafting of internal presentations.
  • Support team originators by conducting company research and preparing marketing pitchbooks. 
  • Assist with the preparation of credit memorandums for new transactions.
  • Prepare financial models.  Learn to analyze financial information to forecast business, industry, and economic conditions used in making investment decisions 
  • Become proficient in using Bloomberg to help support the team’s needs.
  • Gather and analyze company financial statements, industry, regulatory and economic information, keep current on financial periodicals and newspapers.
  • Assist with maintenance of timely reporting and closing documentation of new transactions.
  • Assist with maintaining the weekly pipeline report, the database of traditional private placement transactions and the contact database.  Assist with other portfolio reports and projects as required.



  • Undergraduate degree (BA) required, preferable to have majored in economics, accounting or finance.
  • 1+ years of relevant industry or meaningful investment experience.    



  • Experience with Microsoft Excel, Power Point and Word.
  • Strong team player with the ability to manage and prioritize numerous tasks.
  • Strong quantitative skills, with an ability to learn financial statement analysis.
  • Ability to understand current events that may impact business issues



Salary range: $70,000-$105,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



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. 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: 88907






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

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