Associate - Private Capital Investors


Date: Feb 21, 2021

Location: New York, NY, 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


Position Purpose

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. 


Specific Responsibilities

  • 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.    


Technical Skills:

  • 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.




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Job Requisition ID: 83173 

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