Location Designation: Hybrid
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.
Job Summary
New York Life Investment Management’s Product Data Solutions (PDS) is seeking a Portfolio Analytics Specialist to join the team in providing support to the team’s analysts and risk oversight process across various investment strategies and boutiques. This high-exposure, individual contributor role will be based in NYLIM’s Jersey City, NJ, office.
Job Description
The Portfolio Analytics Specialist will provide data management and support for analytics reporting for PDS to assess and monitor many investment strategies including equity, fixed income, as well as alternative investments.
Responsibilities
- Automate data flow and reconcile data used in portfolio analytics systems
- Implement and manage new reports for various users in the firm using different investment applications
- Working with technology group to ensure accurate and timely data delivery
- Provide support for reporting needs of various clients, including sales and marketing
- Provide support for daily reports process
Key Attributes
- Investment product knowledge (Equities, Futures, FX, Fixed Income, Options, Bank Debt, Swaps, etc.)
- Strong critical thinking skills and a high degree of intellectual curiosity
- A belief in continuous improvement and an unrelenting attention to detail and high degree of accuracy
- Strong time management skills
- Ability to work both independently as well as a team on multiple time-sensitive projects
Requirements
- 2+ years of experience in the investment industry.
- Bachelor’s degree is required with course work in Finance and Investments
- Familiarity with writing SQL queries for analyzing data
- Hands-on experience supporting one or more performance and risk-based platforms preferred (e.g. Bloomberg, FactSet, POINT, Aladdin, etc.)
- Business Intelligence tool experience preferred (e.g. Tableau, QlikView, Power BI, etc.)
- Some coding experience preferred (e.g. Python, C#, JAVA, etc.)
#LI-AM1
Salary range: $85,000-$125,000
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 www.NewYorkLife.com.
Job Requisition ID: 89216