Pension Director


Date: May 5, 2019

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




  • Analytical support on a variety of issues related to the Pension Plans
  • Assignments related to the investment portfolio of New York Life




  • Primary - work with Pension consultant, Legal, Human Resources and other groups and assist in supporting the Trustees on the Pension Plans
  • Drive periodic asset/liability studies and asset allocation recommendations
  • Conduct and develop manager search/evaluation/recommendation/watch list
  • Review quarterly and special ad-hoc Trustees meeting material
  • Assist Trustees in carrying out allocation/investment decisions, portfolio rebalancing and private equity commitment targets
  • Work with functional groups to support planning, operations, and governance
  • Prepare Compensation Committee and other reporting material for the Plans


  • Secondary – assignments in support related to management of New York Life’s General Account
  • OCIO budget management/projection
  • Surplus management account management 
  • Peer analysis
  • Annual report preparation
  • Investment Committee preparation
  • General Account asset allocation and investment programs (e.g. alpha, equity, strategic, and seed)
  • Asset liability management
  • Investment assumptions data collection and analysis
  • New York Life Foundation investment portfolio management
  • Non-Qualified Deferred Compensation support portfolio management
  • Derivative hedging programs
  • Seguros Monterrey investment activities/team support
  • Variable product platform’s fund analysis support




  • Bachelor’s degree and at least 4 years related work experience 
  • ASA preferred; MBA or CFA beneficial
  • Familiarity with accounting (statutory and GAAP)
  • Experience in insurance industry preferred
  • Strong analytical skills and financial modeling skills required
  • Highly proficient in Excel and Powerpoint
  • High standard of accuracy and attention to detail
  • Strong written communication and presentation skills
  • Strong project management and organizational skills
  • Exposure to capital markets and alternative investments preferred




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