Director - Portfolio Analytics & Reporting

New York Life•New York, NY

21h•$137,000 - $195,500•Hybrid

About The Position

The Director / Senior Director – Portfolio Analytics & Reporting will lead investment performance analysis, portfolio risk analytics, and strategic reporting for New York Life Real Estate Investors’ General Account commercial mortgage loan portfolio, with additional support for third-party investment portfolios as needed. The position serves as an analytical partner to senior leadership, providing insights on portfolio performance, risk exposures, investment trends, and opportunities to optimize portfolio positioning. The role also leads the development of analytical tools and reporting capabilities to strengthen investment decision-making, improve operational efficiency, and support the evolving needs of the commercial mortgage investment platform. It is based in New York, NY, with a hybrid schedule requiring four days per week at the designated work location.

Requirements

Bachelor’s degree required, preferably in real estate, finance, economics, accounting, or a related quantitative discipline with an investment focus.
At least 8 years of relevant experience in commercial real estate debt, commercial mortgage portfolio management, institutional investment management, or investment analytics.
Strong understanding of commercial mortgage loan investments, real estate credit fundamentals, portfolio performance measurement, and risk analytics.
Demonstrated experience in financial modeling, portfolio performance analysis, benchmarking, and evaluation of investment risk and returns.
Advanced proficiency in Excel and experience with portfolio analytics, reporting, and data visualization tools.
Ability to work independently, exercise sound investment judgment, and serve as a thought partner to senior leadership.
Strong written and verbal communication skills, including the ability to synthesize complex analytical findings and engage stakeholders at all levels.
Strong analytical, organizational, and project management skills, exceptional attention to detail, and ability to manage multiple priorities in a collaborative, fast-paced environment.

Nice To Haves

CFA charterholder, an advanced degree such as an MBA or equivalent, or additional professional designations.
Knowledge of SQL, Python, or Power BI.

Responsibilities

Lead portfolio performance measurement, benchmarking, and attribution analysis to evaluate investment results and identify drivers of returns and risk.
Analyze portfolio trends, commercial real estate market conditions, and macroeconomic factors, and provide actionable insights and recommendations to senior investment leadership.
Develop and maintain analytical models and tools to evaluate historical performance, forecast portfolio outcomes, and support investment decisions.
Assess portfolio risks, including concentrations by balance, maturity, property type, geography, and credit metrics.
Conduct scenario analysis and stress testing to evaluate the effects of changes in interest rates, property valuations, credit conditions, and other market factors on risk-based capital, portfolio risk, and performance.
Forecast and analyze portfolio cash flows, investment returns, maturities, and refinancing exposure to support portfolio positioning and investment strategy.
Develop and maintain portfolio KPIs, dashboards, and reporting tools for ongoing portfolio monitoring and senior management presentations.
Oversee the accuracy, consistency, and integrity of portfolio data, performance metrics, and management reporting.
Partner with internal teams to enhance analytical capabilities, automate processes, and improve data infrastructure.
Support portfolio performance commentary, strategic presentations, and reporting for the General Account and third-party investment portfolios as needed.