Senior Associate, Investment Income FP&A


Date: Aug 12, 2019

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


The position will play a key role in enhancing the Company's Investment Financial Planning & Analysis framework.


Major Responsibilities:

-Be responsible for Net Investment Income (NII) projection and attribution for a set of portfolios.

-Master the in house NII projection model; be able to provide inputs to enhance the model

-Perform NII sensitivity analysis with defined scenarios

-Perform what if analysis to help evaluate potential investment strategies



- Bachelors’ Degree

- A minimum of 3-5 years of related work experience 

- Advanced experience with Excel functions

- Knowledge of Fixed Income Investments and Analytics 

- Experience with Life insurance industry experience and products is a plus

-Problem Solving will be a important skill from analytic prospective

 - Strong communication and collaboration skills 










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