Senior Associate, Investment Product Analyst
New York Life Investment Management, New York, NY, United States
Location Designation:
Hybrid - 3 days per week
We are seeking a highly motivated and analytical Product Analyst to join the Product Management Group at New York Life Investments (NYLIM). Based in our New York City headquarters, you will help drive the positioning, growth, and retention of our mutual funds, ETFs, and SMA products across retail and intermediary distribution channels.
What You'll Do
Market Intelligence and Competitive Analysis
Contribute to all aspects of product management across the retail product line, with an emphasis on positioning and differentiating our offerings relative to leading peers.
Conduct and deliver insightful market and peer analysis to support marketing and sales efforts.
Product Strategy and Support
Partner with product managers to develop and execute product strategies across the retail product suite.
Collaborate with product managers to produce timely product updates, including performance analysis, commentary, and positioning narratives.
Conduct ad-hoc data analysis to support business development initiatives and strategic projects.
Sales Enablement and Communications
Respond to product-related inquiries from internal and external stakeholders, including sales teams and business partners.
Collaborate with Marketing to develop, enhance, and maintain compelling product materials, presentations, and client-facing content.
Analytics and Reporting
Leverage data platforms (e.g., Bloomberg, Morningstar, FactSet) to generate product-level analytics.
Develop and maintain reports tracking investment performance, fund flows, and competitive positioning.
What You'll Bring
Bachelor’s degree or equivalent business experience required; MBA, and/or industry designations (CFA®, CFP®, CIMA®) a plus.
Minimum 3 years of experience in the financial services industry.
Strong understanding of financial markets and investment vehicles, including equities, fixed income, and alternatives.
Proven analytical, problem-solving, and interpersonal skills with meticulous attention to detail.
Excellent written and verbal communication skills.
Demonstrated ability to manage multiple projects and deliver high-quality work under tight deadline.
Proficiency in Excel, PowerPoint, and data platforms like Bloomberg, Morningstar, FactSet, etc.
Pay Transparency Salary Range: $100,000-$130,000 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.
Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
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.
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. 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.
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Hybrid - 3 days per week
We are seeking a highly motivated and analytical Product Analyst to join the Product Management Group at New York Life Investments (NYLIM). Based in our New York City headquarters, you will help drive the positioning, growth, and retention of our mutual funds, ETFs, and SMA products across retail and intermediary distribution channels.
What You'll Do
Market Intelligence and Competitive Analysis
Contribute to all aspects of product management across the retail product line, with an emphasis on positioning and differentiating our offerings relative to leading peers.
Conduct and deliver insightful market and peer analysis to support marketing and sales efforts.
Product Strategy and Support
Partner with product managers to develop and execute product strategies across the retail product suite.
Collaborate with product managers to produce timely product updates, including performance analysis, commentary, and positioning narratives.
Conduct ad-hoc data analysis to support business development initiatives and strategic projects.
Sales Enablement and Communications
Respond to product-related inquiries from internal and external stakeholders, including sales teams and business partners.
Collaborate with Marketing to develop, enhance, and maintain compelling product materials, presentations, and client-facing content.
Analytics and Reporting
Leverage data platforms (e.g., Bloomberg, Morningstar, FactSet) to generate product-level analytics.
Develop and maintain reports tracking investment performance, fund flows, and competitive positioning.
What You'll Bring
Bachelor’s degree or equivalent business experience required; MBA, and/or industry designations (CFA®, CFP®, CIMA®) a plus.
Minimum 3 years of experience in the financial services industry.
Strong understanding of financial markets and investment vehicles, including equities, fixed income, and alternatives.
Proven analytical, problem-solving, and interpersonal skills with meticulous attention to detail.
Excellent written and verbal communication skills.
Demonstrated ability to manage multiple projects and deliver high-quality work under tight deadline.
Proficiency in Excel, PowerPoint, and data platforms like Bloomberg, Morningstar, FactSet, etc.
Pay Transparency Salary Range: $100,000-$130,000 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.
Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
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.
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. 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.
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