Director, Investment Modeling & Strategy Analytics

Location Designation: Hybrid - 3 days per week
Business Overview:
The ALM & Investment Strategy Team at New York Life partners closely with Finance, Investments, and Business Units to develop and implement investment strategies that enhance the company's earnings, manage risk, and support long-term financial goals. Robust modeling, strong analytics, and forward-looking tools are critical to our success.
Role Overview:
We are seeking a technically skilled and strategically minded Director to lead the design, development, and implementation of investment and ALM models used to guide key decisions on asset allocation, hedging, and portfolio strategy. This role will also play a key part in our ongoing migration of modeling capabilities to the Beacon platform, helping build a modernized analytics infrastructure for ALM and investment projections.
The ideal candidate is a self-starter with strong programming and data skills, experience in asset modeling and investment strategy, and the ability to clearly communicate complex concepts to a range of stakeholders.
What You'll Do:• Lead end-to-end development of investment and ALM projection models using Python and SQL, from data sourcing through results visualization• Support the transition of asset projection capabilities into the Beacon platform, partnering with team members across actuarial, investments, and finance• Develop and maintain models and analytics to support hedging decisions, asset allocation, pricing and reinvestment strategies, and risk-return optimization• Automate and streamline model processes to enable repeatable, efficient insights generation• Build dashboards and visualizations using tools like Tableau to communicate findings and support decision-making• Collaborate with business partners across teams to align model outputs with enterprise needs• Present findings and technical insights in a clear, concise way to senior leadership and non-technical audiences• Serve as a project lead in a matrixed environment, with potential to manage a small team of junior developers or analysts• Drive innovation and continuous improvement in analytical toolsets and modeling practices
What You'll Bring:• Bachelor's degree in a quantitative, financial, or technical discipline; advanced degree (e.g., Master's in Financial Engineering) preferred• 6+ years of experience in asset modeling, investment analytics, or financial engineering• Advanced programming skills in Python and SQL; experience building data pipelines and scalable model infrastructure• Experience with Tableau or similar visualization/reporting tools• Understanding of fixed income investments, strategic asset allocation, and hedging principles• Experience owning model development lifecycle from design to deployment• Strong communication skills and ability to engage with cross-functional partners and senior leaders• Experience leading junior team members or projects in a matrixed setting• Highly adaptable, intellectually curious, and motivated by solving real-world financial and business problems• Experience with Beacon modeling platform a plus• CFA designation or progress toward a CFA a plus
Why This Role?
This is a high-impact opportunity for a builder - someone who wants to shape the next generation of ALM and investment strategy capabilities at New York Life. You'll work on mission-critical tools, collaborate directly with senior decision-makers, and contribute to improving the company's financial performance, risk profile, and competitive position.
Pay Transparency
Salary Range: $116,000-$166,000
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.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: 92236