New York Life Investments · 7 hours ago
Private Capital Investors Associate
New York, NY
Full-time
Hybrid
Entry Level
$85K/yr - $105K/yr
1+ years expNew York Life Investments is a leading investor in the traditional debt private placement market. The Private Capital Investors Associate will analyze and execute new investment opportunities, support portfolio monitoring, and assist with strategic initiatives to drive growth.
FinanceFinancial ServicesManagement Consulting
Responsibilities
Support new deal origination and underwriting activities
Support data collection and analyses for various origination initiatives
Prepare financial models and support the underwriting of new investments
Assist with the preparation of credit memorandums for new transactions
Assist with maintenance of timely reporting and closing documentation of new transactions
Conduct regular portfolio management, including tracking covenant compliance and monitoring sector and market trends
Prepare marketing materials and presentations for both internal and external stakeholders
Assist with other portfolio reports and projects as required
Qualification
Required
Bachelor's degree required; preferred concentration in finance, accounting, economics, or business
1-3 years of experience in fixed income, investment banking, finance or related field
Strong data analytics and familiarity with interpreting and maintaining large data sets
Strong quantitative skills, with an ability to learn and conduct financial statement analysis and financial forecasts
Experience with Microsoft Excel, Power Point and Word as well as Bloomberg
Strong team player with the ability to manage and prioritize numerous tasks
Ability to understand current events that may impact business issues
Preferred
Experience preparing credit or investment memos
Exposure to private markets, investment compliance, or structured finance
Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards)
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Investments
New York Life Investments is comprised of the global asset management businesses of our parent company, New York Life Insurance Company.
501-1000 employees
H1B Sponsorship
New York Life Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Marta Hansen, MBA, CPA
Chief Financial Officer- Director & FINOP
Debbie Vince
VP DCIO West Region
Recent News
globallegalchronicle.com
2024-02-09
Company data provided by crunchbase