Location Designation: Hybrid - 4 days per week
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: LEVELPF4Pay TransparencySalary Range: $130,000-$160,000
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.
Our BenefitsWe 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: 94062
