Investment Risk Analyst

Location Designation: Hybrid - 4 days per week 

The Investment Risk Analyst will support investment analysis, manager due diligence, proactive risk management and ongoing portfolio review across a broad range of strategies, with a primary focus on private markets and less liquid investments. Coverage may include private credit, private real assets, private equity, and strategies that combine public and private exposures.

This position is intended for an early career investment professional. The role emphasizes analytical development, exposure to senior investment discussions, and hands on work across both investment and investment risk perspectives.

What You'll Do:

Support investment performance reviews across public and private market strategies, including identifying performance drivers and notable changes versus expectations.

Support manager due diligence and track record evaluation, including performance history, attribution where available, portfolio construction, decision process consistency, and key risks.

Analyze portfolio exposures and risk, including concentration, liquidity, leverage, and structural features specific to less liquid vehicles.

Review and synthesize investment materials, including manager communications, investment memos, quarterly letters, and portfolio updates.

Assist in maintaining consistent monitoring frameworks for less transparent strategies, including repeatable templates, documented assumptions, and clear escalation thresholds.

Prepare clear analytical summaries for internal investment reviews and governance forums, with conclusions supported by evidence and appropriate caveats on data limitations.

Support evaluation of new strategies and changes to existing mandates, including rationale, expected role in portfolio, and key risks and constraints.

Collaborate with internal stakeholders to provide timely, evidence based investment insights, including ad hoc analyses tied to market events and manager developments.

Advanced Analytics and AI

Use advanced analytics and AI enabled tools to improve the consistency and efficiency of investment review and risk assessment.

Apply modern techniques to distill insights from large volumes of material, identify changes in portfolio posture over time, and highlight emerging risks for follow up.

Contribute to building repeatable workflows that improve monitoring discipline, while adhering to firm policies for confidentiality and appropriate handling of non public information.

What You'll Bring:

Bachelor’s degree in a quantitative or analytical discipline required. CFA, Master’s degree or MBA with strong analytical focus is a plus.

1 to 4 years of experience in an investment related or investment risk adjacent role. Internships in asset management, consulting, banking, or investment risk are relevant.

Exposure to private markets or alternative investments required.

Strong written and verbal communication skills, including the ability to synthesize complex information into concise, decision oriented summaries.

Demonstrated interest in building a career in investment analysis and investment risk, with strong attention to detail and follow through.

Technical Skills

Strong Excel skills and comfort working with data, including clean outputs and transparent assumptions.

Experience with investment analytics platforms such as Bloomberg, FactSet, or Aladdin is a plus.

Familiarity with Python, SQL, or similar tools is helpful.

Experience using AI enabled analytical tools in a professional setting is valued.

Experience with PitchBook and or Preqin is a plus.

Experience with company level valuation and financial analysis is a plus, including interpreting financial statements, assessing value drivers, and translating downside risks into monitoring questions.

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Pay Transparency

Salary Range: $93,000-$133,000 

Overtime eligible: Exempt 

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: 93568