Portfolio Analyst


Date: Feb 27, 2023

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.



The Portfolio Analytics Senior Associate will be responsible to support execution of OCIO’s portfolio strategy and oversight of portfolio activities. The role offers a unique opportunity to simultaneously learn portfolio management and the various fixed income / equity / alternative asset classes. The individual will work closely with other team members within OCIO, other departments of New York Life, and internal/external asset managers.


Responsibilities Include:

  • Assist in manager search and evaluation
  • Reporting to support the monitoring and analysis on progress and performance of investment programs
  • Communication and interaction with various functions outside OCIO, across investment, finance, risk, legal & compliance etc.
  • Ensure proper data management, flow of information, and consistency of applications to our investment and portfolio process 
  • Assist in onboarding/implementation of investment strategies/funds
  • Support investment/commitment projection, and related corporate internal/external reporting



  • Bachelor’s degree in a Quantitative, Finance or related field
  • 2 to 4 years of related work experience or 1 to 3 years of experience working in a data or quantitative role within the Finance or Insurance Industry 
  • High standard of accuracy, attention to detail, and ability to manage multiple tasks/deals, respond to changing priorities, and meet deadlines
  • Strong analytical, quantitative, critical reasoning, and financial modeling skills
  • Performance attribution in Fixed Income preferred 
  • Proficient in Excel and Powerpoint
  • Excellent written communication and presentation skills
  • Ability to work both independently and within a diverse team that collaborates across the organization
  • Familiarity with accounting (statutory and GAAP)
  • Exposure to capital markets and alternative investments preferred with a strong interest in advancing understanding of investment strategies





Salary range: $80,000-$100,000 

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 www.NewYorkLife.com.

Job Requisition ID: 88231




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

Job Segment: Financial, Social Media, Accounting, Equity, Outside Sales, Finance, Marketing, Sales