Senior Associate, Investments Team

New York Life is looking for a Senior Associate to join their Investments Team. This role involves sourcing and evaluating investment opportunities, leading due diligence processes, and managing portfolio relationships. The ideal candidate will have a strong analytical background and experience in venture capital or private equity. This position offers a chance to make a significant impact in a collaborative and innovative environment.

What You’ll Do

• Source and evaluate companies for investment opportunities.
• Lead due diligence and transaction execution processes.
• Manage portfolio companies and fund relationships.
• Conduct industry research and competitive analysis.
• Develop financial models to support investment decisions.
• Author investment memos and present to senior leadership.

What You Need

• 5-7+ years of experience in private equity, venture capital, or related fields.
• Strong analytical mindset with good communication skills.
• Experience in fintech, insurtech, AI/ML, or similar areas.
• Advanced financial modeling and presentation skills.
• Ability to work independently and collaboratively.
• Proficiency in using generative AI tools for research.

What You’ll Love

• Opportunity to work in a hybrid environment with flexibility.
• Be part of a team that values collaboration and innovation.
• Access to a comprehensive benefits package.
• Chance to contribute to meaningful work in financial services.

About the Firm

• New York Life has a 180-year legacy of integrity and purpose.
• They are evolving into a technology and data-driven organization.
• They offer a diverse business portfolio with opportunities for growth.
• Recognized as one of Fortune’s Most Admired Companies.