New York Life Insurance Company
Senior Associate, Research & Development
New York Life Insurance Company, New York, New York, us, 10261
Senior Associate, Research & Development
Join to apply for the
Senior Associate, Research & Development
role at
New York Life Insurance Company Senior Associate, Research & Development
Join to apply for the
Senior Associate, Research & Development
role at
New York Life Insurance Company Job Requisition ID: 91980
Location Designation:
Hybrid - 4 days per week
Job Title:
Senior Associate, Research & Development
Location:
New York, New York
Reports to:
Head of Business Development / Managing Director
Position Overview
The Senior Associate, Research & Development, will play a key role in supporting the strategic R&D efforts within New York Life’s Office of the Chief Investment Officer (OCIO), specifically as part of the Business Development team. This individual will work closely with the Head of Research & Development to identify, evaluate, and advance innovative investment strategies aimed at expanding the investable universe and enhancing portfolio outcomes for the general account.
The role offers a unique opportunity to contribute to cross-asset research, market discovery, and investment framework development while collaborating with multiple stakeholders across the OCIO. The ideal candidate is an intellectually curious, analytically driven investment professional with experience in private markets, structured products, and/or capital markets strategy.
Key Responsibilities
Research & Investment Development
Support the evaluation of scalable investment opportunities through fundamental analysis, thematic research, and strategy exploration. Contribute to the development and enhancement of analytical frameworks used to assess relative value, return on capital, and strategic fit within the general account.
Market & Regulatory Analysis
Conduct research on nascent markets, emerging asset classes, and innovative investment structures. Analyze regulatory, capital, and accounting considerations relevant to proposed investment strategies.
Cross-Functional Collaboration
Collaborate with teams across Portfolio Solutions, Alternatives, Portfolio Management, Legal, and Accounting to ensure alignment of R&D initiatives with investment goals, risk appetite, and operational readiness. Partner with internal stakeholders to facilitate the design and onboarding of new investment strategies.
Project & Process Management
Help manage project timelines, deliverables, and coordination across workstreams related to new strategy incubation and implementation. Maintain research documentation, track idea progression, and support communication with internal and external partners.
Communication & Strategy Presentation
Prepare presentations and written materials for senior leadership outlining investment theses, research findings, and strategic recommendations. Support ongoing refinement of the team’s investment framework by incorporating market feedback and performance insights.
Qualifications
Education:
Bachelor’s degree in Finance, Economics, Business, or a related field. Progress toward CFA, CAIA, or relevant certification preferred.
Experience
2–5 years of experience in asset management, investment banking, private markets, insurance investing, or a similar institutional investment setting.
Skills & Attributes
Strong analytical skills, including experience with investment valuation, modeling, and portfolio construction. Demonstrated ability to synthesize and communicate complex financial topics clearly and effectively. Highly organized with strong project management skills and attention to detail. Collaborative mindset and ability to thrive in a dynamic, team-oriented environment. Intellectual curiosity and interest in developing innovative investment strategies within an insurance context.
Pay Transparency
Salary Range: $115,000-$140,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
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. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of
Fortune’s
World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at New York Life Insurance Company by 2x Sign in to set job alerts for “Senior Associate” roles.
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Join to apply for the
Senior Associate, Research & Development
role at
New York Life Insurance Company Senior Associate, Research & Development
Join to apply for the
Senior Associate, Research & Development
role at
New York Life Insurance Company Job Requisition ID: 91980
Location Designation:
Hybrid - 4 days per week
Job Title:
Senior Associate, Research & Development
Location:
New York, New York
Reports to:
Head of Business Development / Managing Director
Position Overview
The Senior Associate, Research & Development, will play a key role in supporting the strategic R&D efforts within New York Life’s Office of the Chief Investment Officer (OCIO), specifically as part of the Business Development team. This individual will work closely with the Head of Research & Development to identify, evaluate, and advance innovative investment strategies aimed at expanding the investable universe and enhancing portfolio outcomes for the general account.
The role offers a unique opportunity to contribute to cross-asset research, market discovery, and investment framework development while collaborating with multiple stakeholders across the OCIO. The ideal candidate is an intellectually curious, analytically driven investment professional with experience in private markets, structured products, and/or capital markets strategy.
Key Responsibilities
Research & Investment Development
Support the evaluation of scalable investment opportunities through fundamental analysis, thematic research, and strategy exploration. Contribute to the development and enhancement of analytical frameworks used to assess relative value, return on capital, and strategic fit within the general account.
Market & Regulatory Analysis
Conduct research on nascent markets, emerging asset classes, and innovative investment structures. Analyze regulatory, capital, and accounting considerations relevant to proposed investment strategies.
Cross-Functional Collaboration
Collaborate with teams across Portfolio Solutions, Alternatives, Portfolio Management, Legal, and Accounting to ensure alignment of R&D initiatives with investment goals, risk appetite, and operational readiness. Partner with internal stakeholders to facilitate the design and onboarding of new investment strategies.
Project & Process Management
Help manage project timelines, deliverables, and coordination across workstreams related to new strategy incubation and implementation. Maintain research documentation, track idea progression, and support communication with internal and external partners.
Communication & Strategy Presentation
Prepare presentations and written materials for senior leadership outlining investment theses, research findings, and strategic recommendations. Support ongoing refinement of the team’s investment framework by incorporating market feedback and performance insights.
Qualifications
Education:
Bachelor’s degree in Finance, Economics, Business, or a related field. Progress toward CFA, CAIA, or relevant certification preferred.
Experience
2–5 years of experience in asset management, investment banking, private markets, insurance investing, or a similar institutional investment setting.
Skills & Attributes
Strong analytical skills, including experience with investment valuation, modeling, and portfolio construction. Demonstrated ability to synthesize and communicate complex financial topics clearly and effectively. Highly organized with strong project management skills and attention to detail. Collaborative mindset and ability to thrive in a dynamic, team-oriented environment. Intellectual curiosity and interest in developing innovative investment strategies within an insurance context.
Pay Transparency
Salary Range: $115,000-$140,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
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. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of
Fortune’s
World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at New York Life Insurance Company by 2x Sign in to set job alerts for “Senior Associate” roles.
Sr. Associate, Strategic Finance - Marketplace Performance
New York, NY $117,000.00-$156,000.00 1 week ago New York, NY $105,000.00-$175,080.00 2 weeks ago Lead, Communications, Engagement & Events
New York, NY $70,000.00-$90,000.00 2 weeks ago New York Life - Management Fast Track Progam
Manhattan, NY $60,000.00-$150,000.00 3 days ago Brooklyn, NY $105,000.00-$137,000.00 2 weeks ago Senior Associate/Assistant Vice President, ESG Investment Management, Sustainability Group (NY)
New York, NY $122,000.00-$170,000.00 1 week ago Senior Measurement Partner, Data & Analytics
New York, NY $110,000.00-$125,000.00 2 weeks ago Strategy and Operations Senior Associate
New York, NY $118,000.00-$170,000.00 2 weeks ago New York City Metropolitan Area 1 week ago New York, NY $79,000.00-$99,000.00 1 week ago New York, NY $90,000.00-$100,000.00 3 days ago Strategy and Operations Senior Associate, gTech Ads
New York, NY $118,000.00-$170,000.00 2 weeks ago Strategy and Operations Senior Associate, Global Partnerships
New York, NY $118,000.00-$170,000.00 1 week ago New York, NY $200,000.00-$250,000.00 3 weeks ago New York, NY $84,500.00-$120,400.00 6 days ago New York, NY $94,000.00-$117,500.00 1 week ago New York, NY $120,000.00-$150,000.00 4 weeks ago New York, NY $100,000.00-$125,000.00 3 weeks ago Senior Associate (Investor Relations & Capital Strategy)
New York, NY $150,000.00-$200,000.00 1 day ago New York, NY $116,000.00-$125,000.00 2 weeks ago Associate / Senior Associate - Executive Advisory & Research Division
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#J-18808-Ljbffr