Senior Associate, Investment Financial Planning & Analysis

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • New York Life Insurance Company
  • 16 Jul 18 2018-07-16

Senior Associate, Investment Financial Planning & Analysis

New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.

New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody's Aaa; Standard & Poor's AA+ (Source: Individual independent rating agency commentary as of 8/1/17).

Financial strength, integrity and humanity-the values upon which New York Life was founded-have guided the company's decisions and actions for over 170 years.

Position Summary:
The position will play a key role in enhancing the Company's Investment FP&A framework.

Major Responsibilities:

  • Be responsible for Net Investment Income ("NII") projection and attribution for a set of portfolios
  • Master the inhouse NII projection model; be able to provide inputs to enhance the model
  • Perform NII sensitivity analysis with defined scenarios
  • Perform what if analysis to help evaluate potential investment strategies

Qualifications:
  • Bachelor's degree required
  • 3+ years of experience, experience in Investment FP&A preferred
  • Familiarity with fixed income investments and analytics
  • Familiarity with advanced Excel functions
  • Familiarity with life insurance industry and products
  • Ability to communicate complex Excel models and business issues in the context of NII projection and attribution
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