Investment Data Analyst

New York Life Investment Management•Jersey City, NJ

1d•Hybrid

About The Position

As an Investment Data Analyst in Product Data Solutions (PDS) Analytics team, you will play a critical role in supporting data management and analytics reporting for New York Life Investment Management by providing high-quality and reliable data sets. This position is responsible for creating and supporting analytics used to assess a broad range of investment strategies, including equity, fixed income, and alternative investments. The ideal candidate will have a strong analytical mindset, experience working with complex investment data, and a passion for delivering high-quality and reliable data sets. They should also have experience addressing end-user inquiries and collaborating effectively with business, operations, and technology stakeholders. Technical proficiency in programming languages such as Python and SQL- as well as familiarity with data visualization tools - is highly valued in this role.

Requirements

Solid understanding of a wide range of financial instruments, including equities, fixed income, and derivatives.
Hands-on experience with portfolio analytics tools and are comfortable working with large datasets, particularly using SQL for data extraction and analysis.
Strong communication skills and can clearly articulate complex information to both technical and non-technical stakeholders.
Attention to detail allows you to critically evaluate data and ensure its accuracy and integrity.
Bachelor's degree required; Master's degree preferred in Finance, Economics, Data Science or a related field.
Minimum of 3 years of experience in a quantitative role within Investment services
Strong knowledge of financial instruments, including equities, fixed income, futures, foreign exchange (FX), options, bank debt, swaps, and other derivatives.
Strong communication skills, with the ability to explain technical concepts to non-technical stakeholders
Hands-on experience supporting performance and risk-based platforms such as FactSet, Bloomberg, or Aladdin
Expertise in crafting advanced SQL queries for comprehensive data analysis
Ability to manage multiple priorities and time-sensitive projects efficiently
Comfortable working both independently and as part of a team in a dynamic, fast-paced environment

Nice To Haves

CFA Charter holder preferred
Expertise in coding languages such as Python, C#, or Java preferred
Experience with data visualization tools such as Tableau, QlikView, or Power BI preferred
Experience with document automation tools such as Seismic LiveDocs or Vermillion preferred

Responsibilities

Perform data reconciliation to ensure accuracy and integrity within portfolio analytics systems
Collaborate closely with the technology team to ensure timely, accurate, and consistent delivery of data across systems
Support the reporting needs of internal clients, including sales, marketing, risk oversight and investment teams, by delivering relevant and reliable data
Assist in the daily reporting process, ensuring consistency, completeness, and timely delivery of recurring portfolio reports
Automate end-to-end data processes to improve efficiency