Senior Associate - Portfolio Analyst


Date: May 6, 2022

Location: San Francisco, CA, 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.


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




The Portfolio Analyst will be responsible for supporting the Portfolio Management team in all aspects of the portfolio management of a core, open-end, discretionary, actively managed real estate investment fund that invests in office, industrial, multifamily and retail properties across the United States.  The fund is a member of the NCREIF ODCE Fund index.





  • College degree, preferably in an investment- or quantitatively oriented discipline
  • Solid understanding of investment theory and quantitative methods (CFA level I or higher preferred)
  • 1-2 years investment experience in private equity commercial real estate
  • Ability to write quickly and effectively for external audiences, with a strong grasp of grammar, syntax and style
  • Working knowledge of information systems a plus (but not required)





  • Efficiently and accurately complete detailed consultant and investor requests for quantitative information about the fund
  • Support the portfolio management team in producing fund cash flow projections and performing research about the economy, local and national real estate markets, and existing and potential fund investments
  • Work effectively with others across various departments to provide support or guidance, or to obtain needed information
  • Work with in-house IT department to improve and further automate existing return attribution and other reporting and information systems
  • Participate in discussions about fund strategy and investments
  • Participate (and occasionally present) in presentations to consultants, prospective investors, and the New York Life real estate investment committee
  • Assist in completing various, frequent ad hoc requests, working effectively with others where needed
  • Occasionally travel for property visits and real estate conferences





  • Strong working knowledge of Excel
  • Ability to analyze and summarize large amounts of information, identifying key components and making informed estimates where needed
  • Ability to effectively work with others, including senior management and various individuals in asset management, acquisitions, accounting, research, legal, and IT departments
  • Ability to work independently, and prioritize decisions and tasks that will be most impactful for the organization



Job Requisition ID: 85730








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