New York Life Insurance Co

Investments Lead Coordinator

New York Life Insurance Co$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS/BBA required with 2-5 years of experience in consulting, project management, or investment-related roles
  • Strong organizational and analytical skills
  • Familiarity with private markets preferred
  • Proactive, systems-oriented mindset
  • Project management skills
  • Collaborative team player with strong interpersonal skills
  • High attention to detail and strong work ethic

Responsibilities

  • Own preparation and execution of internal investment team meetings
  • Prepare materials to enable productive discussions and synthesize key insights
  • Capture and maintain investment insights and decisions in actionable format
  • Ensure timely communication and track follow-ups for accountability
  • Act as a central coordination point for team alignment and efficiency
  • Maintain and enhance DealCloud as the system of record
  • Analyze data to identify trends and generate actionable recommendations

Benefits

  • Comprehensive benefits package including leave programs
  • Adoption assistance and student loan repayment programs
  • Continuous refinement and addition of benefits based on employee feedback
Full Job Description
Location Designation: Hybrid - 4 days per week

The Opportunity

Support the effectiveness and scalability of the private equity investment function at a high quality, growing alternative investment manager

Play a central role in improving how the investment team operates, communicates, and makes decisions

What You'll Do

Investment Team Coordination & Information Flow
  • Own the preparation and execution of internal investment team meetings and key forums, ensuring materials, data, and participants are aligned in advance
  • Prepare materials and context to enable productive discussions, synthesizing key investment insights and highlighting areas for focus
  • Capture, structure, and maintain investment insights, decisions, and themes in a clear and actionable format
  • Ensure timely communication of outputs and track follow-ups to drive continuity and accountability across discussions
  • Act as a central point of coordination across the team, proactively identifying gaps and ensuring the team is prepared, aligned, and operating effectively


Pipeline, CRM & Data Management
  • Maintain and enhance DealCloud as the system of record for pipeline and relationship management
  • Capture investment activity, relationship insights, and decision rationale in a structured format
  • Ensure high-quality, consistent data to support reporting and decision-making


Conference & Relationship Coverage
  • Oversee conference and annual meeting coverage and prioritization
  • Analyze attendee lists and historical interactions to help prioritize key relationships
  • Align internal coverage with team priorities and maintain visibility across engagements


Data Analysis & Insight Generation
  • Analyze data across CRM, pipeline activity, and external engagement to identify trends and patterns
  • Proactively identify trends, gaps, and opportunities, and surface actionable recommendations to support investment decision-making
  • Integrate data from multiple sources to generate forward-looking insights and improve team prioritization


Project Management & Tech-Enabled Process Improvement
  • Translate strategic initiatives into structured, repeatable workflows
  • Own continuous optimization of investment team processes, identifying inefficiencies and implementing improvements
  • Leverage technology (DealCloud, AI tools, automation) to enhance workflows
  • Identify and implement opportunities to automate manual processes and improve scalability across the investment platform


What You'll Bring
  • BA/BS/BBA required with 2 to 5 years of experience in consulting, project management, or investment-related roles
  • Strong organizational and analytical skills
  • Familiarity with private markets preferred
  • Proactive, systems-oriented mindset
  • Project management skills
  • Ability to initiate and lead change management
  • Proactive, resourceful, and able to take initiative in a fast-paced environment
  • Collaborative team player with strong interpersonal skills
  • High attention to detail and strong work ethic
  • Limited travel required


Technical & Data Skills
  • Experience with CRM systems (e.g., DealCloud)
  • Strong data analysis capabilities (e.g., Excel, Tableau or similar tools)
  • Familiarity with AI and automation tools (e.g., Hebbia, ChatGPT, OtterAI)
  • Advanced proficiency in Excel, PowerPoint, and Word

#LI-AM1

Job Level: GRADE 25

Pay Transparency

Salary range: $80,000 - $110,000

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. 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.

Job Requisition ID: 93913

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Founded
1845

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