Senior Associate, Asset Servicing jobs in United States
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New York Life Insurance Company · 4 weeks ago

Senior Associate, Asset Servicing

New York Life Insurance Company is a longstanding organization with a commitment to integrity and purpose. They are seeking a detail-oriented Investment Services Senior Associate to join the Asset Servicing team, responsible for maintaining asset accuracy and supporting operational processes to ensure data integrity across the investment lifecycle.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Reconcile settlements, principal, interest, and other investment-related payments to ensure accuracy and timeliness
Analyze and process corporate action events and maintain accurate asset data within the statutory accounting system
Monitor and validate cash balances across multiple accounts and systems to ensure alignment and proper cash movement
Identify operational gaps, inefficiencies, or reconciliation issues; escalate items appropriately
Proactively recommend and support process improvements to enhance accuracy, streamline workflows, and reduce operational risk
Collaborate with internal and external partners across Investment Accounting, Operations, and Technology as needed

Qualification

Investment services experienceCash management processBloombergAladdinAI toolsClient service skillsCommunication skillsTeamwork skills

Required

BS in Business Administration or Finance or related field
4-8 years of Investment services experience supporting Fixed Income, Derivative, and/or Residential mortgage loan products
Solid understanding of the cash management process, and experience working with custodians, counterparties, and/or third-party service providers
Ability to interpret and reconcile complex data sets and transaction flows
Proven ability to manage time, meet deadlines, and adapt to changing priorities
Good oral and written communication skills
Excellent interpersonal, teamwork and client service skills

Preferred

Experience with Bloomberg, Aladdin, and AI tools a plus
Strong technical skills is a plus

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

Company

New York Life Insurance Company

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

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 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase