Senior Associate, Insights & Analytics

New York Life•New York, NY

13d•$100,000 - $143,000•Hybrid

About The Position

We are seeking an experienced, insights-oriented analytics professional to support how Purchase Experience (PX) performance against its Objectives & Key Results (OKRs) is measured, analyzed, and communicated. This role owns meaningful analyses, dashboards, and recurring reporting deliverables within the broader PX performance measurement function, with a strong emphasis on identifying trends and anomalies, investigating underlying drivers, and translating findings into clear business insights. The individual in this position will operate as a hands-on individual contributor, working independently on defined analytical responsibilities and partnering with business stakeholders to translate questions into metrics, analysis, dashboards, and reporting. The role requires analytical curiosity and follow-through: noticing unexpected results, investigating what is driving them, and developing a fact-based story that explains what is happening and what it may mean for the business. The successful candidate will balance technical depth with business acumen, contributing to a consistent, accurate, and actionable view of PX performance. This is an insights and reporting role; SQL, Tableau, and data preparation are tools for producing reliable analysis rather than standalone data engineering responsibilities.

Requirements

Demonstrated experience independently delivering analytical work and recurring reporting for business stakeholders, with an emphasis on surfacing meaningful business insights
Experience translating business questions or ambiguous objectives into structured quantitative analyses, metrics, and actionable insights, including investigating trends, anomalies, and underlying drivers
SQL proficiency with the ability to independently source, validate, and manipulate data for analytical and reporting needs
Strong written and verbal communication skills, with the ability to work effectively with business stakeholders and clearly explain findings, assumptions, and recommendations
Ability to work independently, manage competing priorities, and exercise sound judgment, including seeking alignment when scope, assumptions or priorities are unclear
Willingness and ability to learn and work hands-on with BI and visualization tools used by the team

Nice To Haves

Experience working in operational, underwriting, financial services, or process-driven environments
Experience building and maintaining dashboards in Tableau or comparable BI tools
Experience developing leadership-facing reporting or presenting analytical findings to senior leaders
Exposure to financial analysis, business cases, or cost-benefit analysis
Familiarity with AI-enabled productivity and analytical tools such as ChatGPT, Microsoft Copilot, Claude, or similar tools, and their responsible use to support analysis, research, documentation, and communication

Responsibilities

Support PX OKRs and core operational performance metrics through analysis, reporting, metric development, and ongoing monitoring
Translate business objectives and questions into measurable metrics and analytical approaches, partnering with business leads on definitions, thresholds, assumptions, and appropriate use
Provide structured updates on PX performance, incorporating relevant business and initiative context into reporting where appropriate
Maintain metric integrity and consistency across reporting cycles, including documentation of logic, assumptions, and changes
Conduct analysis that explains changes in PX performance, connecting trends and anomalies to underlying operational drivers and business context
Proactively identify trends, risks, anomalies and emerging performance issues across PX processes and capabilities, and investigate underlying drivers and implications
Develop recurring monthly PX performance materials for senior leadership forums, ensuring accurate, clear, and timely reporting
Identify and synthesize insights focused on trends, drivers, trade-offs, and implications, turning reporting results into a clear business story and presenting findings in leadership or stakeholder forums when appropriate
Support responses to leadership questions by explaining performance movement, assumptions, and data limitations within assigned analyses and reporting
Anticipate potential areas of concern and prepare supporting analysis as needed
Partner closely with Underwriting, Operations, and Product stakeholders to understand business questions, incorporate operational context, and ensure analysis reflects business reality
Work with stakeholders to interpret performance data, investigate unusual results, test hypotheses, and develop or refine metrics consistent with established measurement approaches
Provide structured, data-driven recommendations when performance deviates from expectations
Develop and refine underwriting performance analytics across Life, LTC, and IDI, including cohort-level segmentation and comparative performance insights where relevant
Contribute analytical support to financial analysis, including underwriting expense analysis and cost-benefit assessments of major initiatives, in partnership with business and financial subject matter experts
Own targeted ad-hoc analyses and deep dives that inform business and leadership decisions, while maintaining disciplined ownership of core reporting deliverables
Own and maintain dashboards supporting PX OKRs and performance metrics
Independently source, validate, and analyze complex operational data using SQL and BI tools (e.g., Tableau)
Ensure reliability, usability, and sustainability of reporting assets and analytical outputs
Work with IT and data platform teams to resolve source-data, quality, or reporting dependency issues that affect analytical outputs, and contribute business requirements, metric definitions, validation, and documentation to cross-functional data and reporting initiatives
Develop deep expertise in PX operations and new business data over time
Develop into a trusted resource for performance-related inquiries and investigations within areas of responsibility
Build credibility through sound judgment, clear communication, analytical rigor, and consistent ownership of deliverables