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Investment Data Analyst

New York Life · Jersey City, NJ
Full-timeFinance & InsuranceMid Level$115,000–$164,500/yr
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About the Investment Data Analyst role

Investment Data Analyst positions focus on delivering results in their domain. This page aggregates open Investment Data Analyst roles and what employers typically expect.

**Location Designation:** Hybrid - 3 days per week **About New York Life Investment Management** With over $800 billion in assets under management, NYLIM is a *Pensions & Investments*' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. **Business Unit Overview** Join New York Life Investment Management and become part of a dynamic team empowering investors to achieve their financial goals. We offer clients unparalleled access to a diverse collection of specialized, independent investment teams — each with its own distinct philosophy and expertise. By collaborating with our world-class investment teams, you'll shape investment strategies that unlock opportunities, navigate market complexities, and ultimately build strong financial legacies for our clients. **Role Overview:** As an Investment Data Analyst in Product Data Solutions (PDS) Analytics team, you will play a critical role in supporting data management and analytics reporting for New York Life Investment Management by providing high-quality and reliable data sets. This position is responsible for creating and supporting analytics used to assess a broad range of investment strategies, including equity, fixed income, and alternative investments. The ideal candidate will have a strong analytical mindset, experience working with complex investment data, and a passion for delivering high-quality and reliable data sets. They should also have experience addressing end-user inquiries and collaborating effectively with business, operations, and technology stakeholders. Technical proficiency in programming languages such as Python and SQL- as well as familiarity with data visualization tools - is highly valued in this role. **What You’ll Do:** As a member of the PDS Analytics team, you will focus on ensuring the accuracy and integrity of investment data sourced from various internal and external systems, delivering it in a timely manner for downstream consumption. You will play a key role in building repeatable and scalable processes, and once established, work collaboratively with other team members to automate these workflows and enhance overall operational efficiency. You will be responsible for ensuring data accuracy through meticulous reconciliation processes and driving efficiency by automating end-to-end data workflows. - Perform data reconciliation to ensure accuracy and integrity within portfolio analytics systems - Collaborate closely with the technology team to ensure timely, accurate, and consistent delivery of data across systems - Support the reporting needs of internal clients, including sales, marketing, risk oversight and investment teams, by delivering relevant and reliable data - Assist in the daily reporting process, ensuring consistency, completeness, and timely delivery of recurring portfolio reports - Automate end-to-end data processes to improve efficiency **What You’ll Bring:** Solid understanding of a wide range of financial instruments, including equities, fixed income, and derivatives. You have hands-on experience with portfolio analytics tools and are comfortable working with large datasets, particularly using SQL for data extraction and analysis. Beyond your technical expertise, you possess strong communication skills and can clearly articulate complex information to both technical and non-technical stakeholders. Your attention to detail allows you…

Salary estimate

$115,000 – $164,500/yr
Provided by the employer.

Skills for this role

PythonSQLSalesCommunication

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About New York Life

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