Investment Risk Analyst

Job Description

Investment Risk Analyst | New York Life Insurance Company

The Tone:
This is a full-time role at New York Life Insurance Company, located in New York, New York, USA, with a hybrid work schedule of 4 days per week. New York Life, a Fortune 100 mutual company, leverages its 180-year legacy of purpose to evolve into a technology-, data-, and AI-enabled organization. This position supports critical investment analysis, manager due diligence, and proactive risk management across a broad range of strategies, with a focus on private markets. The role directly contributes to the company’s objective of providing financial security and peace of mind to its policy owners.

The TL;DR
• Role: Full Time
• Location: Hybrid – New York, New York, USA
• Pay: $93000–$133000 yearly
• Mission: Support investment analysis, manager due diligence, proactive risk management, and ongoing portfolio review across a broad range of strategies, with a primary focus on private markets and less liquid investments.
• Tech Stack: Excel, Bloomberg, FactSet, Aladdin, Python, SQL, AI enabled analytical tools, PitchBook, Preqin

What You’ll Actually Do
• Performance Review: Support investment performance reviews across public and private market strategies, identifying drivers and notable changes.
• Due Diligence: Support manager due diligence and track record evaluation, including performance history, attribution, portfolio construction, and key risks.
• Risk Analysis: Analyze portfolio exposures and risks, including concentration, liquidity, leverage, and structural features specific to less liquid vehicles.
• Communication: Prepare clear analytical summaries for internal investment reviews and governance forums, supported by evidence and appropriate caveats.
• Workflow Improvement: Contribute to building repeatable workflows that improve monitoring discipline using advanced analytics and AI enabled tools.

The Must-Haves
• Background: Bachelor’s degree in a quantitative or analytical discipline; intended for an early career investment professional.
• Experience: 1 to 4 years of experience in an investment-related or investment risk adjacent role, with exposure to private markets or alternative investments.
• Skills: Strong written and verbal communication, ability to synthesize complex information, strong Excel skills, and comfort working with data.
• Bonus: CFA, Master’s degree or MBA with a strong analytical focus; experience with investment analytics platforms (Bloomberg, FactSet, Aladdin); familiarity with Python, SQL, or AI tools; experience with PitchBook, Preqin; or experience with company level valuation and financial analysis.