Senior Associate, Business Analyst - Field Operations Performance

 

Location Designation: Hybrid - 3 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. 

 

 

Business Unit Overview

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

 

 

Role Overview:

We are seeking a detail-oriented, results-driven Business Analyst to join the Field Operations Performance team. In this role, you will analyze and report on performance metrics across our distribution hierarchy—including Agents, Field Management, and Field Offices. You will support strategic initiatives, deliver critical insights, and enhance analytics platforms and tools. The ideal candidate combines strong analytical acumen with hands-on experience in business intelligence platforms, particularly Tableau.

 

 

What You’ll Do:

• Design, produce, and maintain recurring performance reports with accuracy and timeliness.
• Partner with business stakeholders to support ad hoc analyses and create tailored dashboards.
• Ensure data integrity and consistency across performance reporting systems.
• Analyze large, complex data sets to uncover trends and performance drivers.
• Segment performance insights across regions, roles, and demographics to identify opportunities.
• Contribute to annual strategic planning by forecasting performance trends.
• Utilize SQL and other tools to query data for ad hoc requests and reporting.
• Develop enhanced visualizations and dashboards using Tableau or equivalent BI tools.
• Collaborate with data engineering and business teams to refine data sources and performance metrics.
• Build planning frameworks that align performance trends with recruitment and retention goals.

 

 

What You’ll Bring:

 

Education & Experience:

• Bachelor’s degree in Business, Analytics, Finance, Economics, or related field preferred and/or equivalent experience.
• 2–4 years of experience in performance analytics, business intelligence, or financial reporting.

 

Technical Skills:

• Proficiency in MS Access, Tableau, and other BI tools (SQL strongly preferred).
• Advanced Excel skills, including modeling and scenario analysis techniques.
• Experience in designing, developing, and managing operational or performance reporting systems.

 

Soft Skills:

• Strong analytical mindset with the ability to translate data into actionable business insights.
• Excellent organizational and time management skills; ability to manage multiple priorities.
• Effective communicator with strong interpersonal and presentation capabilities.
• Self-starter with the ability to work independently and across teams.
• Keen attention to detail and commitment to data accuracy.
• Intellectual curiosi