Private Capital Investors Coordinator

Location Designation: Hybrid - 4 days per week 

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

The Private Capital Investors (PCI) team consistently ranks as one of the top investors in the traditional debt private placement market. We invest in businesses by providing medium to long term debt that outlasts economic cycles. We provide capital to organizations including public and private companies, endowments, charitable institutions, and cooperatives. PCI provides a variety of financing options ranging from senior debt, master note facilities, to credit tenant leases. We also offer specialized sector expertise in infrastructure, utilities, structured finance, oil and gas, REITs, sports, not-for-profits and media sectors.

The PCI Coordinator will manage and coordinate administrative and operational functions related to private placement transactions. This role involves ensuring seamless execution, compliance with internal policies and regulatory requirements, and supporting key reporting requirements on the PCI portfolio.

What You’ll Do:

• New Transactions: Assist deal and legal teams with various items related to trade entry, due diligence, trade finalization, signatures pages, wire tracking, post-closing record keeping and custody of physical notes.
• Portfolio Management: Oversee PCI inbox, payment issues, and quarterly pricing needs. Ensure timely receipt of financial and covenant compliance.
• Deal Cloud and Client Reporting: Ensure accuracy and timeliness of PCI deals entry into DealCloud, prepare weekly pipeline reports, and develop dashboards and custom reports.
• Miscellaneous Responsibilities: Assist with gathering information, preparing presentations, and participating in ad hoc projects.

What You’ll Bring:

• Bachelor’s degree required.
• 3 to 5 years of experience in finance, paralegal work, investment operations, or a related field.
• Excellent organizational, multitasking, and project coordination skills.
• Proficiency in financial software (e.g., Bloomberg) and Microsoft Office Suite.
• Experience with fixed income investments and private credit transactions is a plus.
• Ability to thrive in a fast-paced environment and manage tight deadlines.

#LI-AM1

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Pay Transparency

Salary Range:  $62,500-$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: 91684