Job Description
FLEX Rotational Associate: Institutional Life Planning and Analysis
Location Designation: Hybrid - 3 days per week
You are our future and we commit to investing in you accordingly.
Join Corporate Finance where expertise meets the future of data-driven decision making. Partner with diverse business units providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy implement strong controls and safeguard policy owner interests.
Be part of a team focused on financial stewardship enabling business performance and supporting a secure future for generations to come.
Role Overview
FLEX (Finance Leadership Experience) is a fast-track opportunity for high-potential individuals seeking a dynamic career in corporate finance. Participants gain hands-on experience mentorship and structured training to build the skills needed for future leadership roles.
Through rotational assignments you'll develop a broad understanding of finance while strengthening both technical and strategic capabilities. The program emphasizes continuous development meaningful exposure to senior leaders and the opportunity to build a strong professional network.
What You'll Do
Our full-time rotational program provides a foundational experience across Corporate Finance disciplines. In addition to Institutional Life Planning and Analysis work you'll gain exposure to tools and techniques shaping the field today including automation dashboarding predictive analytics and AI-supported modeling.
As part of this opportunity participants will complete the following finance rotation:
Institutional Life Planning and Analysis
In this role you'll support financial planning and analysis for Institutional Life by assisting with management reporting forecasting and multi-year planning activities while partnering across teams to deliver accurate financial insights.
The position also provides hands-on experience with data analysis reporting tools and process improvements to enhance how financial information is managed and shared.
What You'll Bring
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Self-motivation and a willingness to learn
- Interest in how finance and technology intersect
- Exposure to or curiosity about AI tools and applications
- Familiarity with Tableau or other data visualization tools is a plus
Required Qualifications
- Bachelor's degree in Accounting Finance Economics Supply Chain Management or a related field
Pay Transparency
- Salary Range: $75000 - $90000
- Overtime Eligible: Exempt
- Discretionary Bonus Eligible: Yes
- Sales Bonus Eligible: No
Actual base salary will be determined based on several factors including but not limited to an 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 offer unique programs 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 expand our offerings so employees 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.
Pay Transparency
Salary Range: $65000-$92500
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.Click hereto 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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94104
#BI-Hybrid
Skills Required
- Bachelor's degree in Accounting Finance Economics Supply Chain Management or a related field
What the Team is Saying



New York Life Insurance Company Compensation & Benefits Highlights
- Retirement Support—401(k) savings with company match alongside eligibility for a defined‑benefit pension in some roles underscores unusually strong retirement depth. Plan documents note vesting requirements and company materials highlight financial education around choices like Roth 401(k).
- Healthcare Strength—Comprehensive medical dental and vision options are paired with tools to help choose cost‑effective care plus FSAs/HRA and mental health/EAP resources for employees and families. Well‑being programs and wellness centers or discounts reinforce access to care.
- Parental & Family Support—Paid time off expanded paid new‑parent leave adoption assistance fertility support backup childcare and elder‑care resources indicate broad family coverage. Company recognition for family supports and ERGs signals emphasis on flexibility and caregiving needs.
New York Life Insurance Company Insights
What We Do
At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.
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New York Life Insurance Company Teams

New York Life Insurance Company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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Date Posted
05/22/2026
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