Senior Associate - Business Intelligence Analyst
About The Position
The Senior Associate – Business Intelligence Analyst will join the Institutional Intelligence team within New York Life Investment Management’s Business Intelligence & Data Analytics Group. The role supports the Private Fixed Income team and helps enhance the tools, reporting, and workflows used to evaluate and monitor privately placed investment-grade securities, including corporate, infrastructure, and private ABS transactions. The analyst will partner with investment professionals and technology stakeholders to improve platforms, reporting capabilities, and business processes supporting investment activities. The role works across investment, operations, and technology teams in a results-oriented environment, helping investment professionals make decisions more effectively and improving operational workflows.
Requirements
- Bachelor's degree or equivalent in Business Administration, Finance, Information Systems, Computer Science, or a related field.
- At least 5 years of relevant experience in a business analyst, technology, platform management, or business process improvement role within financial services or investment management.
- Strong business analysis and problem-solving skills, including experience gathering requirements, evaluating business processes, and translating stakeholder needs into solutions.
- Hands-on experience supporting business-critical systems and analytical platforms, preferably in investment management.
- Working knowledge of SQL, Python, and Excel, with the ability to analyze datasets, support reporting requirements, and collaborate with technical teams on data-related initiatives.
- Excellent interpersonal and communication skills, including the ability to work effectively with investment professionals, Operations, IT, and stakeholders at various organizational levels.
- Self-starter with a strong sense of urgency, accountability, and personal responsibility, able to independently identify challenges and drive solutions.
Nice To Haves
- Experience with investment management platforms such as RiskSpan or dv01 supporting private fixed income, private credit, asset-backed finance, or portfolio management.
- Experience developing or maintaining dashboards using Tableau, Power BI, or similar business intelligence tools.
- Experience working with Snowflake.
- Python skills for reporting automation, data manipulation, and workflow optimization.
- Experience supporting API integrations, data migrations, and system implementation initiatives.
- Familiarity with AI-enabled tools and their application to investment workflows, credit monitoring, and reporting automation.
Responsibilities
- Partner with investment professionals to support origination, underwriting, and portfolio management workflows across private investment-grade transactions.
- Gather business requirements and translate investment team needs into scalable reporting, dashboards, and technology solutions.
- Develop tools, templates, and analyses to support underwriting, credit monitoring, portfolio surveillance, and investment committee materials.
- Own and maintain deal and portfolio management platforms used to track investment pipelines and portfolio activity across PFI and ABF.
- Build dashboards, reports, and workflows for credit monitoring, deal tracking, and investment committee materials, reducing manual data gathering for portfolio managers and analysts.
- Support the rollout and adoption of AI-enabled tools for credit memo drafting, covenant monitoring, and portfolio reporting.
- Serve as the primary liaison between the Investments team and Operations/IT on platform enhancements, data integration, and systems issues affecting investment workflows.
Benefits
- Full package of employee benefits, including leave programs, adoption assistance, and student loan repayment programs.
- Employees are eligible for an annual discretionary bonus.
- Employees may also be eligible to participate in an incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
