Senior Associate - Business/Technology Analyst

New York Life•New York, NY

10h•$115,000 - $130,000•Hybrid

About The Position

NYLIM Private Fixed Income is seeking a Senior Associate to serve as a business analyst supporting our investment teams' origination, underwriting, and portfolio management processes. This individual will partner closely with investment professionals to improve the tools, reporting, and workflows that support the evaluation and monitoring of a portfolio of privately placed, investment-grade securities, including corporate, infrastructure, and private ABS transactions.

Requirements

8+ years of relevant experience in investment management, financial services, or a business analyst/platform support role.
Strong analytical, problem-solving, and business process improvement skills.
Hands-on experience with operational/analytical systems in an investment management environment.
Working knowledge of SQL, Python, or similar tools for data integration and reporting automation.
Experience supporting system implementations, platform enhancements, API integrations, or technology rollouts in partnership with Operations and IT.
Ability to communicate effectively with both investment professionals and technical teams, translating business needs into technology solutions.
Bachelor's degree required

Nice To Haves

advanced degree preferred

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.
Assist in developing tools, templates, and analyses that support underwriting, credit monitoring, portfolio surveillance, and investment committee materials.
Own and maintain the deal/portfolio management platforms used to track investments pipeline and portfolio activity across PFI and ABF.
Build dashboards, reports, and workflows that support 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.
Act as the primary liaison between the Investments team and Operations/IT on platform enhancements, data integration, and systems issues affecting investment workflows.
Develop or maintain basic SQL, Python, or similar scripts to support data integration, reporting automation, and platform functionality.