Investment Risk Analyst Job Details | New York Life Insurance Co
New York Life is a Fortune 100 mutual company with a legacy of purpose and integrity, focusing on technology and data-driven solutions. The Investment Risk Analyst will support investment analysis, risk management, and portfolio review with an emphasis on private markets and less liquid investments.
Responsibilities
- Support investment performance reviews across public and private market strategies, including identifying performance drivers and notable changes versus expectations
- Support manager due diligence and track record evaluation, including performance history, attribution where available, portfolio construction, decision process consistency, and key risks
- Analyze portfolio exposures and risk, including concentration, liquidity, leverage, and structural features specific to less liquid vehicles
- Review and synthesize investment materials, including manager communications, investment memos, quarterly letters, and portfolio updates
- Assist in maintaining consistent monitoring frameworks for less transparent strategies, including repeatable templates, documented assumptions, and clear escalation thresholds
- Prepare clear analytical summaries for internal investment reviews and governance forums, with conclusions supported by evidence and appropriate caveats on data limitations
- Support evaluation of new strategies and changes to existing mandates, including rationale, expected role in portfolio, and key risks and constraints
- Collaborate with internal stakeholders to provide timely, evidence based investment insights, including ad hoc analyses tied to market events and manager developments
- Use advanced analytics and AI enabled tools to improve the consistency and efficiency of investment review and risk assessment
- Apply modern techniques to distill insights from large volumes of material, identify changes in portfolio posture over time, and highlight emerging risks for follow up
- Contribute to building repeatable workflows that improve monitoring discipline, while adhering to firm policies for confidentiality and appropriate handling of non public information
Skills
- Bachelor's degree in a quantitative or analytical discipline required
- 1 to 4 years of experience in an investment related or investment risk adjacent role
- Exposure to private markets or alternative investments required
- Strong written and verbal communication skills, including the ability to synthesize complex information into concise, decision oriented summaries
- Demonstrated interest in building a career in investment analysis and investment risk, with strong attention to detail and follow through
- Strong Excel skills and comfort working with data, including clean outputs and transparent assumptions
- Experience with investment analytics platforms such as Bloomberg, FactSet, or Aladdin is a plus
- Familiarity with Python, SQL, or similar tools is helpful
- Experience using AI enabled analytical tools in a professional setting is valued
- Experience with company level valuation and financial analysis is a plus, including interpreting financial statements, assessing value drivers, and translating downside risks into monitoring questions
- CFA, Master's degree or MBA with strong analytical focus is a plus
- Internships in asset management, consulting, banking, or investment risk are relevant
- Experience with PitchBook and or Preqin is a plus
Benefits
- Overtime eligible: Exempt
- Discretionary bonus eligible: Yes
- Sales bonus eligible: No
- Employees are eligible for an annual discretionary bonus
- Employees may also be eligible to participate in an incentive program
- 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
Company Overview
Company H1B Sponsorship