Private Capitol Investors Associate

Location Designation: Hybrid - 4 days per week 

Our New York Life culture has laid the foundation for over 180 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. 

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 smaller deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. The is role will also 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:

New Transactions & Underwriting

• Support investment professionals with researching, underwriting and evaluating new private placement opportunities
• Conduct company and industry research, financial modeling, and credit analysis to support investment recommendations
• Contribute to the drafting of internal credit materials for Investment Committee discussions, including financial statement analysis
• Assist in coordinating closing documentation, trade entry, and post-closing logistics

Portfolio & Operational Management

• Monitor and track portfolio company deliverables including financial reporting and covenant compliance
• Contribute to annual portfolio review and ongoing credit surveillance
• Oversee key operational items such as PCI inbox management, payment tracking, pricing reviews, and wire coordination

Reporting & Data Management

• Enter and maintain accurate deal data in DealCloud; generate custom reports and dashboards as needed
• Support the production of weekly pipeline reports and ad hoc client reporting needs
• Assist with materials preparation for team meetings, presentations, and internal reporting

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 organizational and multitasking abilities, with a keen attention to detail
• Proficiency in Microsoft Office
• Experience with Bloomberg, CapIQ and/or DealCloud is a plus
• Strong communication and collaboration skills; ability to thrive in a fast-paced, team-oriented environment

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)

#LI-AM1

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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: 92051