New York Life is a Fortune 100 mutual company with a legacy of purpose and integrity, focusing on technology and data-driven solutions. The Investment Risk Analyst will support investment analysis, risk management, and portfolio review with an emphasis on private markets and less liquid investments.
Responsibilities
- Support investment performance reviews across public and private market strategies, including identifying performance drivers and notable changes versus expectations
- Support manager due diligence and track record evaluation, including performance history, attribution where available, portfolio construction, decision process consistency, and key risks
- Analyze portfolio exposures and risk, including concentration, liquidity, leverage, and structural features specific to less liquid vehicles
- Review and synthesize investment materials, including manager communications, investment memos, quarterly letters, and portfolio updates
- Assist in maintaining consistent monitoring frameworks for less transparent strategies, including repeatable templates, documented assumptions, and clear escalation thresholds
- Prepare clear analytical summaries for internal investment reviews and governance forums, with conclusions supported by evidence and appropriate caveats on data limitations
- Support evaluation of new strategies and changes to existing mandates, including rationale, expected role in portfolio, and key risks and constraints
- Collaborate with internal stakeholders to provide timely, evidence based investment insights, including ad hoc analyses tied to market events and manager developments
- Use advanced analytics and AI enabled tools to improve the consistency and efficiency of investment review and risk assessment
- Apply modern techniques to distill insights from large volumes of material, identify changes in portfolio posture over time, and highlight emerging risks for follow up
- Contribute to building repeatable workflows that improve monitoring discipline, while adhering to firm policies for confidentiality and appropriate handling of non public information
Skills
- Bachelor's degree in a quantitative or analytical discipline required
- 1 to 4 years of experience in an investment related or investment risk adjacent role
- Exposure to private markets or alternative investments required
- Strong written and verbal communication skills, including the ability to synthesize complex information into concise, decision oriented summaries
- Demonstrated interest in building a career in investment analysis and investment risk, with strong attention to detail and follow through
- Strong Excel skills and comfort working with data, including clean outputs and transparent assumptions
- Experience with investment analytics platforms such as Bloomberg, FactSet, or Aladdin is a plus
- Familiarity with Python, SQL, or similar tools is helpful
- Experience using AI enabled analytical tools in a professional setting is valued
- Experience with company level valuation and financial analysis is a plus, including interpreting financial statements, assessing value drivers, and translating downside risks into monitoring questions
- CFA, Master's degree or MBA with strong analytical focus is a plus
- Internships in asset management, consulting, banking, or investment risk are relevant
- Experience with PitchBook and or Preqin is a plus
Benefits
- Overtime eligible: Exempt
- Discretionary bonus eligible: Yes
- Sales bonus eligible: No
- Employees are eligible for an annual discretionary bonus
- Employees may also be eligible to participate in an incentive program
- We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs
Company Overview
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.