Location Designation: Hybrid - 4 days per week
Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.
As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.
You are our future, and we commit to investing in you accordingly.
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.

ABOUT THE ROLE:

The PCI Associate will play a meaningful role on smaller deal teams to help analyze and execute new investment opportunities while also supporting portfolio monitoring responsibilities. The is role will also 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 investing—from deal screening to closing to ongoing management.

WHAT YOU’LL DO:

New Transactions & Underwriting

• Support investment professionals with researching, underwriting and evaluating new private placement opportunities
• Conduct company and industry research, financial modeling, and credit analysis to support investment recommendations
• Contribute to the drafting of internal credit materials for Investment Committee discussions, including financial statement analysis
• Assist in coordinating closing documentation, trade entry, and post-closing logistics

Portfolio & Operational Management

• Monitor and track portfolio company deliverables including financial reporting and covenant compliance
• Contribute to annual portfolio review and ongoing credit surveillance
• Oversee key operational items such as PCI inbox management, payment tracking, pricing reviews, and wire coordination

Reporting & Data Management

• Enter and maintain accurate deal data in DealCloud; generate custom reports and dashboards as needed
• Support the production of weekly pipeline reports and ad hoc client reporting needs
• Assist with materials preparation for team meetings, presentations, and internal reporting