Private Capital Investors Associate

Location Designation: Hybrid - 4 days per week 

The Private Capital Investors (PCI) team at New York Life Investments is one of the top investors in the traditional debt private placement market. We provide medium to long-term capital to a wide variety of institutions including public and private companies, cooperatives, endowments, and not-for-profits. PCI offers structured financing solutions including senior debt, master note facilities, and credit tenant leases, with deep sector expertise across infrastructure, utilities, structured finance, REITs, energy, media, and sports.

About the Role:

The PCI Associate will play a meaningful role on deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. This role will also support strategic initiatives across the group in support of new origination and AUM growth. Additionally, the position will combine elements of coordination with internal operations and legal teams to ensure successful closings, payment reconciliations and post-closing support.

This is a unique opportunity for a motivated individual with a growth mindset, capable of juggling numerous tasks without sacrificing attention to detail. This Associate will gain experience across the full lifecycle of private placement investing—from deal screening to closing to ongoing management.

What You’ll Do:

• Support new deal origination and underwriting activities
• Support data collection and analyses for various origination initiatives
• Prepare financial models and support the underwriting of new investments
• Assist with the preparation of credit memorandums for new transactions
• Assist with maintenance of timely reporting and closing documentation of new transactions
• Conduct regular portfolio management, including tracking covenant compliance and monitoring sector and market trends
• Prepare marketing materials and presentations for both internal and external stakeholders
• Assist with other portfolio reports and projects as required

What You’ll Bring:

• Bachelor's degree required; preferred concentration in finance, accounting, economics, or business
• 1-3 years of experience in fixed income, investment banking, finance or related field
• Strong data analytics and familiarity with interpreting and maintaining large data sets
• Strong quantitative skills, with an ability to learn and conduct financial statement analysis and financial forecasts
• Experience with Microsoft Excel, Power Point and Word as well as Bloomberg
• Strong team player with the ability to manage and prioritize numerous tasks
• Ability to understand current events that may impact business issues

Nice to Have:

• Experience preparing credit or investment memos
• Exposure to private markets, investment compliance, or structured finance
• Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards)

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Pay Transparency

Salary Range: $85,000-$105,000 

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.

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: 92948