Senior Associate, Product Analyst

New York Life•New York, NY

8h•$100,000 - $130,000•Hybrid

About The Position

We are seeking a highly motivated and analytical Product Analyst to join the Product Management Group at New York Life Investments (NYLIM). Based in our New York City headquarters, you will help drive the positioning, growth, and retention of our mutual funds, ETFs, and SMA products across retail and intermediary distribution channels. As a Product Analyst, you will collaborate closely with product managers and cross-functional teams to support a wide range of investment, marketing, and sales initiatives. This role offers exposure to investment strategy, product positioning, and data-driven decision making.

Requirements

Bachelor’s degree or equivalent business experience required; MBA, and/or industry designations (CFA®, CFP®, CIMA®) a plus.
Minimum 3 years of experience in the financial services industry.
Strong understanding of financial markets and investment vehicles, including equities, fixed income, and alternatives.
Proven analytical, problem-solving, and interpersonal skills with meticulous attention to detail.
Excellent written and verbal communication skills.
Demonstrated ability to manage multiple projects and deliver high-quality work under tight deadline.
Proficiency in Excel, PowerPoint, and data platforms like Bloomberg, Morningstar, FactSet, etc.

Nice To Haves

MBA
Industry designations (CFA®, CFP®, CIMA®)

Responsibilities

Contribute to all aspects of product management across the retail product line, with an emphasis on positioning and differentiating our offerings relative to leading peers.
Conduct and deliver insightful market and peer analysis to support marketing and sales efforts.
Partner with product managers to develop and execute product strategies across the retail product suite.
Collaborate with product managers to produce timely product updates, including performance analysis, commentary, and positioning narratives.
Conduct ad-hoc data analysis to support business development initiatives and strategic projects.
Respond to product-related inquiries from internal and external stakeholders, including sales teams and business partners.
Collaborate with Marketing to develop, enhance, and maintain compelling product materials, presentations, and client-facing content.
Leverage data platforms (e.g., Bloomberg, Morningstar, FactSet) to generate product-level analytics.
Develop and maintain reports tracking investment performance, fund flows, and competitive positioning.