Private Capital Investors Associate

Private Capital Investors Associate

The Private Capital Investors (PCI) team at New York Life Investments is one of the top investors in the traditional debt private placement market. We provide medium to long-term capital to a wide variety of institutions including public and private companies, cooperatives, endowments, and not-for-profits. PCI offers structured financing solutions including senior debt, master note facilities, and credit tenant leases, with deep sector expertise across infrastructure, utilities, structured finance, REITs, energy, media, and sports.

The PCI Associate will play a meaningful role on deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. This role will also support strategic initiatives across the group in support of new origination and AUM growth. Additionally, the position will combine elements of coordination with internal operations and legal teams to ensure successful closings, payment reconciliations and post-closing support. This is a unique opportunity for a motivated individual with a growth mindset, capable of juggling numerous tasks without sacrificing attention to detail. This Associate will gain experience across the full lifecycle of private placement investingfrom deal screening to closing to ongoing management.

Support new deal origination and underwriting activities

Support data collection and analyses for various origination initiatives

Prepare financial models and support the underwriting of new investments

Assist with the preparation of credit memorandums for new transactions

Assist with maintenance of timely reporting and closing documentation of new transactions

Conduct regular portfolio management, including tracking covenant compliance and monitoring sector and market trends

Prepare marketing materials and presentations for both internal and external stakeholders

Assist with other portfolio reports and projects as required

Bachelors degree required; preferred concentration in finance, accounting, economics, or business

1-3 years of experience in fixed income, investment banking, finance or related field

Strong data analytics and familiarity with interpreting and maintaining large data sets

Strong quantitative skills, with an ability to learn and conduct financial statement analysis and financial forecasts

Experience with Microsoft Excel, Power Point and Word as well as Bloomberg

Strong team player with the ability to manage and prioritize numerous tasks

Ability to understand current events that may impact business issues

Experience preparing credit or investment memos

Exposure to private markets, investment compliance, or structured finance

Working knowledge of data visualization tools or report builders (e.g., Tableau, DealCloud dashboards)

Salary Range : [[cust_salaryRangePosting]] Overtime eligible : [[customString6]] Discretionary bonus eligible : [[cust_merit]] Sales bonus eligible : [[stockPackage]] Actual base salary will be determined based on several factors but not limited to individuals 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.

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 communitiesinviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, youll 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 whats next, and your growth powers it.

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.

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.