Senior Associate, Investment Data & AI

Location Designation: Hybrid - 3 days per week
The Multi-Asset Solutions team at NYLIM is building an AI-enabled investment infrastructure - starting with getting our data right and growing into a platform that augments how we research, trade, and report.
This role sits inside the portfolio management team, not in technology. You will work directly alongside portfolio managers and trading operations professionals, developing a deep understanding of how the investment process works - and applying that understanding to help design the data structures and AI-enabled workflows that will support it in the future.
What You'll Do:
1. Build the data foundation

• 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

2. Enable AI-powered workflows

• 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

3. Drive process standardization across portfolios

• 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

What You'll Bring:

• 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

Preferred Skills:

• 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

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Pay Transparency
Salary Range: $115,000-$164,500
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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.
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Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93500