Senior Associate Investment Data & AI

• Design and implement a standardized cloud-based database architecture serving all MAS workstreams - PM research trading & operations and index management
• Define data structure standards across the team: how positions trades and performance data are named stored and related - creating consistency that does not currently exist
• Build data pipelines integrating external sources (Bloomberg OMS custodian feeds) with internal analytical and reporting tools
• Implement data validation controls and own documentation of all schemas architecture decisions and governance standards

• Identify where AI tools can meaningfully improve investment workflows across PM research trading and reporting - and help prototype those solutions
• Ensure data infrastructure is designed AI-ready: cloud-native well-structured and accessible to AI tools and natural language interfaces
• Stay current on how AI is being applied in investment management and bring relevant insights back to the team
• Contribute to the governance framework for responsible AI deployment - documentation auditability and compliance alignment

• Map how each portfolio implements its daily operational processes - reconciliation trade lifecycle performance calculation compliance monitoring and reporting
• Identify where inconsistencies reflect portfolio-specific mandates (expected) versus inconsistent implementation of the same task (the opportunity)
• Propose and help implement a shared operational scaffold: a standardized daily process sequence that all portfolios follow regardless of individual investment logic

• Bachelor's degree in Computer Science Data Science Engineering Statistics Finance or a related field
• 2-6 years of experience in data analytics data engineering or an analytically intensive role - asset management experience is a plus not a requirement
• Proficiency in scripting or data languages with the ability to think programmatically and work effectively with AI coding tools
• Experience working with relational databases - able to design schemas think through data structure and work with structured data at scale
• Familiarity with cloud data platforms (AWS Azure or Google Cloud) and what it means to build and maintain data in a cloud environment
• Hands-on experience with AI or automation tools applied to real data problems - not just theoretical exposure
• Clear communicator - able to explain data concepts to non-technical colleagues and investment requirements to engineers

• Familiarity with investment data: Bloomberg OMS systems custodian feeds risk platforms
• Understanding of multi-asset portfolio concepts - positions trades benchmarks attribution
• Experience modernizing or migrating legacy analytical workflows
• CFA progress or interest - we will actively support your development

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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