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Strategy & Corporate Development Senior Associate
About New York Life Investment Management
With over $800 billion in assets under management NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional retail and insurance clients. NYLIM brings together the firm's global investment teams under one unified brand combining specialized expertise with the strength and stability of New York Life.
Our platform is built on disciplined active management deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.
More powerful together we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
NYLIM seeks a candidate with an investment banking and/or corporate finance background to join its strategy and mergers & acquisitions (M&A) group. The team supports the CEO and Management Committee of NYLIM on strategic initiatives critical to the organization including M&A and business strategy projects.
What You'll Do
- Work closely with senior leaders on strategy development implementation and communication
- Conduct market and industry competitive research to assist in developing business strategy
- Assist with overall program / process management on important strategic projects taking place at NYLIM including the Q4 2025 announcement whereby NYLIM expanded and integrated its third-party asset management business with its insurance asset management businesses
- Create design and coordinate the development of internal and external presentations (both strategy and M&A) including presentations to the NYLIM Management Committee New York Life Executive Management Committee Investment Committee and/or Board of Directors of New York Life
- Assist in analyzing and executing on M&A opportunities from deal sourcing all the way to transaction completion (evaluating business plans conducting due diligence valuation & financial modelling preparing senior management / Investment Committee materials etc.)
- Develop financial models business plans and other analyses for both M&A opportunities as well as certain strategy projects
- Work with business units to implement cross-functional strategic projects
- Coordinate activities among senior management teams investment boutiques business units and other stakeholders
What You'll Bring
- 4 to 6 years of experience preferably in investment banking management consulting and/or asset management
- A good underlying knowledge and interest in the asset management industry including the key drivers and trends shaping the sector
- Strong project and process management skills (organization ability to proactively follow-up and hold workstreams accountable etc.)
- Strong analytical skills (financial modelling valuation corporate finance)
- Strong presentation and communication skills both verbal and written
- Self-starter high energy hard-working entrepreneurial attitude
- Detail and results oriented
- Exceptional Microsoft Excel PowerPoint and Word capabilities is required
#LI-AM1
Job Level: LEVELPF4
Pay Transparency
Salary Range: $130000-$160000
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 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.
Job Requisition ID: 94062
#BI-Hybrid
Skills Required
- 4 to 6 years of experience in investment banking management consulting or asset management
- Strong project and process management skills
- Strong analytical skills including financial modeling and valuation
- Exceptional Microsoft skills (Excel PowerPoint Word)
- Strong presentation and communication skills
What the Team is Saying






New York Life Insurance Company Compensation & Benefits Highlights
- Retirement Support—The package includes both a 401(k) with company match and for many roles a defined‑benefit pension with day‑one vesting on the match highlighted for corporate employees. Financial professionals who qualify may also access a defined‑benefit plan and a 401(k).
- Parental & Family Support—Fertility support adoption assistance backup childcare and free 24/7 online tutoring complement expanded Paid New Parent benefits that provide time off for all parents with additional paid weeks typically available for birthing parents via short‑term disability. EAP resources and paid time off (including bereavement and volunteer time) further reinforce family support.
- Healthcare Strength—Medical dental and vision plans are augmented by a company‑funded HRA option with wellness earn‑ups and FSAs for health and dependent care. Wellness resources and commuter benefits add practical support to everyday wellbeing.
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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