Associate / Sr. Associate Capital Markets
About The Position
New York Life is seeking an Associate / Senior Associate to support the buildout and execution of its capital markets and strategic partnership platform within the Business Development team in the Office of the Chief Investment Officer. This role will focus on relationship management, deal pipeline coordination, multi-asset origination, partner engagement, and analytics-driven decision-making across the General Account, while leveraging the combined asset management capabilities of New York Life’s $785 billion global asset management ecosystem. The role supports Business Development’s mission to connect innovation with execution by providing analytical, coordination, and execution support across capital markets partnerships, origination platforms, and enterprise-wide frameworks. The individual will support Capital Markets Lead in engagement with investment teams and external partners to source, evaluate, and execute capital markets opportunities that generate value for the General Account, while helping to develop scalable frameworks for deal pipeline management and global wallet share optimization. This is a high-impact role with the potential to obtain broad exposure to senior leadership, asset management teams, and leading capital markets participants.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- 2–5 years of experience in finance, capital markets, asset management, business development, or a related role.
- Strong analytical skills with experience in financial analysis, deal pipeline management, and/or relationship analytics.
- Ability to work cross-functionally with investment teams and engage effectively with senior external partners, in partnership with Capital Markets Lead.
- Highly organized, detail-oriented, and able to manage multiple initiatives simultaneously.
- Entrepreneurial mindset with strong intellectual curiosity and sound judgment.
- Excellent written and verbal communication skills.
- Strong Technical capabilities
Nice To Haves
- working towards a CFA is a plus
Responsibilities
- Support the development and ongoing management of a multi-asset capital markets framework across public and private strategies.
- Assist Capital Markets Lead to work with investment teams to identify, evaluate, and execute capital markets opportunities aligned with General Account objectives and enterprise priorities.
- Assist with day-to-day deal pipeline management across investment teams, including opportunity intake, prioritization, status tracking, and follow-ups.
- Provide analytical and execution support for scaled capital markets initiatives and platform buildout.
- Track origination activity, opportunity flow, and execution outcomes using analytical tools and dashboards to support coverage, prioritization, and reporting.
- Prepare capital markets updates, pipeline reporting, and execution insights for senior Business Development and OCIO leadership.
- Support engagement with select capital markets and asset management partners to advance co-investment, structured solutions, and other strategic initiatives, including preparation of materials, coordination of meetings, and follow-ups.
- Support the identification and advancement of cross-platform collaboration across New York Life’s affiliated and unaffiliated asset managers, in coordination with Business Development leadership.
- Assist in developing partnership engagement frameworks, internal coordination processes, and execution playbooks as strategic partnerships scale.
- Maintain centralized tracking of partnership initiatives, outcomes, and strategic impact to support prioritization and resource allocation.
- Help design and implement a global wallet share framework, building on existing General Account analytics and expanding coverage across asset classes and affiliated managers.
- Help to expand wallet share analysis to assess enterprise spend, counterparty exposure, and relationship depth, identifying opportunities to improve alignment and negotiation efficiency.
- Maintain counterparty rankings, wallet share dashboards, and historical engagement analytics to support coverage strategy, prioritization, and senior-level decision-making.
- Coordinate data gathering from investment teams, portfolio groups, affiliated managers, and other constituents to ensure consistency, accuracy, and transparency of enterprise-level analytics.
- Monitor capital markets trends, product innovation, and competitive dynamics to inform origination and partnership strategy.
- Support evaluation of new capital markets and strategic partnership opportunities, including strategic fit, execution considerations, and risk assessment.
- Contribute to executive presentations, strategic materials, and briefing notes supporting Business Development leadership and cross-OCIO initiatives.
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.
- employees are eligible for an annual discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
