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New York Life Insurance Company · 2 hours ago

Associate, Client Reporting and Performance

New York, NY

Full-time

Hybrid

Entry, Mid Level

$80K/yr - $105K/yr

2+ years exp

New York Life Insurance Company is a longstanding and reputable organization that manages significant assets across various investment groups. The Client Reporting and Performance Associate will be instrumental in preparing and reviewing client reports, ensuring accuracy and compliance while collaborating with various departments to enhance reporting processes.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Prepare, review, and distribute comprehensive client reports for the New York Life General Account and its clients. Ensuring accuracy, timeliness, and adherence to reporting standards

Conduct data reviews and proactively identify discrepancies and analytical anomalies

Coordinate with Compliance to prepare monthly, quarterly, and annual Federal Reserve cross-border investment reports, including TIC SLT, SHCA, and SHLA on behalf of New York Life

Coordinate and support the SEC regulatory reporting for NYL Investors LLC including Forms 13F, 13G, and 13H under Section 13 of the Securities Exchange Act

Provide assistance to management and portfolio managers by addressing portfolio reporting, data, and performance-related inquiries

Collaborate with Technology and data warehouse teams to enhance reporting workflows, expand automation, strengthen data quality, and improve visualization capabilities

Participate in regression testing and user acceptance testing (UAT) to ensure the continued accuracy and functionality of client reports following system releases or enhancements

Maintain a customer-focused mindset, fostering strong communication and collaboration with business partners and clients

Apply a solution-oriented approach to recurring issues and operational challenges, identifying opportunities to reduce manual work and implement sustainable improvements

Assist with Request for Information (RFI) and Request for Proposal (RFP) responses by compiling and organizing relevant investment data and materials

Qualification

TableauFixed Income AnalysisAI ToolsData WarehousesMicrosoft Office SuiteCustomer RelationsDeadline ManagementProcess ImprovementCommunication

Required

Undergraduate degree in Accounting/Finance, MBA a plus

2-6 years client reporting experience with an Asset Management/Investment Advisory Firm

Comprehensive understanding of fixed income investments, asset classes and investment measures including Yield, Duration, and Convexity

Experience with Tableau reporting tool and the ability to develop, maintain, and optimize Tableau dashboards to support data visualizations and reporting needs

Strong analytical background specifically with respect to Fixed Income

Strong oral and written communication skills

Proven experience with establishing and maintaining strong customer relations both internally and externally

Ability to operate efficiently in a deadline driven environment through effective prioritization

Ability to create business specifications, test plans and implement changes to processes using technology

Proficient with Microsoft Office Suite applications

Preferred

Experience with AI tools, Crystal/Business Objects, CORIC, Data Warehouses, Qvidian, and Blackrock Aladdin a plus

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company 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 (123)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)