Business Intelligence Portfolio Analyst


Date: Apr 29, 2022

Location: Richmond, VA, US

Company: New York Life Insurance Co



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 $600 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. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



With offices in New York, Chicago and Richmond, Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $37 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. At Apogem Capital, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits.


Business Intelligence Role

To work at a high quality, growing alternative investment management firm in the business intelligence group. This role is focused on maintaining portfolio reporting, providing analytical support for the firm’s investment capabilities, and advancing the group’s analytical capabilities. This role offers the opportunity to interact with senior professionals across the firm and the potential to develop into a more senior position.

Key Areas of Responsibility

  • Performance Reporting and Portfolio Monitoring
    • Work collaboratively with investment teams to manage quarterly performance analysis and reporting.
    • Work collaboratively with investment teams to manage quarterly collection and updating of portfolio company data.
    • Respond to internal ad hoc performance needs.
  • Analysis
    • Perform and assist with ad hoc analysis and modeling of the firm’s investment portfolios.
    • Help run and maintain projections of the firm’s private equity portfolios.
  • Data Management
    • Own data collection and entry of underlying investment portfolio information.
    • Build well-managed data solutions, tools, and capabilities including dashboard visualizations to facilitate self-service frameworks for internal use.
    • Help maintain the integrity of the firm’s information through development and monitoring of data governance rules.
    • Contribute to expanding the firm’s data tracking and analysis capabilities.
  • Organization
    • Develop a strong base of knowledge across all Private Advisors investment strategies.

Candidate Profile

  • Four-year college degree in a quantitative, finance, or analytics area
  • One to three years’ experience working in a data or quantitative role
  • Experience within structured data environments; minimum basic knowledge of SQL and Python with an interest in advancing understanding
  • High proficiency with Microsoft Excel; experience with Tableau or other business intelligence software
  • Experience with CRM systems
  • Ability to communicate data-driven insights in a concise and accurate manner
  • Demonstrated resourcefulness and initiative with an entrepreneurial mindset
  • Strong problem-solving and organizational skills; must be able to prioritize tasks
  • Ability to work in a very team-oriented culture and maintain a high-level of communication with team members to coordinate tasks
  • Detail-oriented

Hybrid work schedule, Onsite Tuesday, Wednesday and Thursday and work remote on Monday and Friday



Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Job Requisition ID: 86539

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


Nearest Major Market: Richmond

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