Job description

Location Designation: Hybrid - 3 days per week About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. Business Unit Overview Join New York Life Investment Management and become part of a dynamic team empowering investors to achieve their financial goals. We offer clients unparalleled access to a diverse collection of specialized, independent investment teams — each with its own distinct philosophy and expertise. By collaborating with our world-class investment teams, you'll shape investment strategies that unlock opportunities, navigate market complexities, and ultimately build strong financial legacies for our clients. Role Overview: As an Investment Data Analyst in Product Data Solutions (PDS) Analytics team, you will play a critical role in supporting data management and analytics reporting for New York Life Investment Management by providing high-quality and reliable data sets. This position is responsible for creating and supporting analytics used to assess a broad range of investment strategies, including equity, fixed income, and alternative investments. The ideal candidate will have a strong analytical mindset, experience working with complex investment data, and a passion for delivering high-quality and reliable data sets. They should also have experience addressing end-user inquiries and collaborating effectively with business, operations, and technology stakeholders. Technical proficiency in programming languages such as Python and SQL- as well as familiarity with data visualization tools - is highly valued in this role. What You’ll Do: As a member of the PDS Analytics team, you will focus on ensuring the accuracy and integrity of investment data sourced from various internal and external systems, delivering it in a timely manner for downstream consumption. You will play a key role in building repeatable and scalable processes, and once established, work collaboratively with other team members to automate these workflows and enhance overall operational efficiency. You will be responsible for ensuring data accuracy through meticulous reconciliation processes and driving efficiency by automating end-to-end data workflows. • Perform data reconciliation to ensure accuracy and integrity within portfolio analytics systems • Collaborate closely with the technology team to ensure timely, accurate, and consistent delivery of data across systems • Support the reporting needs of internal clients, including sales, marketing, risk oversight and investment teams, by delivering relevant and reliable data • Assist in the daily reporting process, ensuring consistency, completeness, and timely delivery of recurring portfolio reports • Automate end-to-end data processes to improve efficiency What You’ll Bring: Solid understanding of a wide range of financial instruments, including equities, fixed income, and derivatives. You have hands-on experience with portfolio analytics tools and are comfortable working with large datasets, particularly using SQL for data extraction and analysis. Beyond your technical expertise, you possess strong communication skills and can clearly articulate complex information to both technical and non-technical stakeholders. Your attention to detail allows you to critically evaluate data and ensure its accuracy and integrity. Required Skills: • Bachelor's degree required; Master's degree preferred in Finance, Economics, Data Science or a related field. • Minimum of 3 years of experience in a quantitative role within Investment services • Strong knowledge of financial instruments, including equities, fixed income, futures, foreign exchange (FX), options, bank debt, swaps, and other derivatives. • Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders • Hands-on experience supporting performance and risk-based platforms such as FactSet, Bloomberg, or Aladdin • Expertise in crafting advanced SQL queries for comprehensive data analysis • Ability to manage multiple priorities and time-sensitive projects efficiently • Comfortable working both independently and as part of a team in a dynamic, fast-paced environment Preferred Skills: • CFA Charter holder preferred • Expertise in coding languages such as Python, C#, or Java preferred • Experience with data visualization tools such as Tableau, QlikView, or Power BI preferred • Experience with document automation tools such as Seismic LiveDocs or Vermillion preferred #LI-AM1 Job Level: LEVELPF4 Pay Transparency Salary Range: $115,000-$164,500 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 . Job Requisition ID: 94329

Requirements

Must-haves

Location Designation: Hybrid - 3 days per week
About New York Life Investment Management
More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
Business Unit Overview
Perform data reconciliation to ensure accuracy and integrity within portfolio analytics systems
Collaborate closely with the technology team to ensure timely, accurate, and consistent delivery of data across systems
Support the reporting needs of internal clients, including sales, marketing, risk oversight and investment teams, by delivering relevant and reliable data
Assist in the daily reporting process, ensuring consistency, completeness, and timely delivery of recurring portfolio reports
Automate end-to-end data processes to improve efficiency
Minimum of 3 years of experience in a quantitative role within Investment services
Strong knowledge of financial instruments, including equities, fixed income, futures, foreign exchange (FX), options, bank debt, swaps, and other derivatives.
Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders
Hands-on experience supporting performance and risk-based platforms such as FactSet, Bloomberg, or Aladdin
Expertise in crafting advanced SQL queries for comprehensive data analysis
Ability to manage multiple priorities and time-sensitive projects efficiently
Comfortable working both independently and as part of a team in a dynamic, fast-paced environment
Job Level: LEVELPF4

Nice-to-haves

Bachelor's degree required; Master's degree preferred in Finance, Economics, Data Science or a related field.
CFA Charter holder preferred
Expertise in coding languages such as Python, C#, or Java preferred
Experience with data visualization tools such as Tableau, QlikView, or Power BI preferred
Experience with document automation tools such as Seismic LiveDocs or Vermillion preferred

Application prep

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pythonsqljava

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