Senior Associate - Strategy and Corporate Development New York Life Investment Management


Posting Date: Mar 29, 2024

Location: New York, NY, US

Company: New York Life Insurance Co


Location Designation: Hybrid - 3 days per week 


When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

As a top 25 global asset management firm with more than $700 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. 




New York Life Investments seeks an Associate with an investment banking and/or corporate finance background to join its strategy and mergers & acquisitions (M&A) group.  The team supports the CEO and Management Committee of New York Life Investments on strategic initiatives critical to the organization, including M&A and business strategy projects.


Key Role Responsibilities and Functions


  • Work closely with senior leaders on strategy development, implementation and communication
  • Conduct market and industry competitive research to assist in developing business strategy
  • Create, design, and coordinate the development of internal and external presentations (both strategy and M&A), including presentations to the NYLIM Management Committee, New York Life Executive Management Committee, Investment Committee, and/or Board of Directors of New York Life
  • Assist in analyzing and executing on M&A opportunities from deal sourcing all the way to transaction completion (evaluating business plans, conducting due diligence, valuation & financial modelling, preparing senior management / Investment Committee materials, etc.)
  • Develop financial models, business plans, and other analyses for both M&A opportunities as well as certain strategy projects
  • Work with business units to implement cross-functional strategic projects
  • Coordinate activities among senior management teams, investment boutiques, business units and other stakeholders  



  • 3 to 4 years of experience, preferably in investment banking, management consulting, and/or asset management
  • An interest in the asset management industry
  • Strong analytical skills (financial modelling, valuation, corporate finance)
  • Strong presentation and communication skills, both verbal and written
  • Self-starter, high energy, hard-working entrepreneurial attitude
  • Detail and results oriented
  • Strong project management skills
  • Exceptional Microsoft Excel, PowerPoint and Word capabilities



Salary range: $102,500-$152,500 

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

Job Requisition ID: 90091






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

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