Senior Associate, Portfolio Analytics & Reporting

 

Location Designation: Hybrid - 4 days per week 

 

About New York Life Investments

 

With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.

Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.

More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.

 

Business Overview

 

New York Life Real Estate Investors (NYL REI) is the real estate investment platform within New York Life Investment Management. With over $73.2 billion in assets under management as of December 31, 2025, NYL REI invests across real estate equity, debt and securities strategies, serving institutional investors and the New York Life General Account.

 

Leveraging more than a century of real estate investment experience,

New York Life Real Estate Investors (“REI”) believes that investment principles which incorporate sustainability best practices promote favorable relative returns for our clients over the long term.

 

 

What You'll Do:

This role is responsible for ensuring commercial mortgage loans meet collateral eligibility, data integrity, and secured funding requirements, including FHLB pledging. The role supports the end-to-end collateral lifecycle across secured funding counterparties, with an emphasis on eligibility, optimization, and ongoing monitoring.

 

Key responsibilities include:

• Manage the daily collateral pledging lifecycle, including onboarding, pledging, substitutions, and withdrawals across secured funding programs.
• Evaluate and apply technology-enabled solutions, including AI-driven tools where appropriate, to streamline manual processes and improve scalability across collateral management activities.
• Monitor and maintain collateral eligibility, ensuring assets meet counterparty-specific requirements related to documentation, credit quality, and data completeness.
• Perform ongoing collateral valuation and surveillance, including mark-to-market processes and periodic re-eligibility reviews.
• Ensure the accuracy, completeness, and integrity of data used in collateral reporting, borrowing base calculations, and regulatory submissions.

• Conduct underwriting, financial analysis, and portfolio surveillance with a focus on credit quality, collateral performance, and continued financing eligibility.
• Perform portfolio-level data analysis and scenario modeling to evaluate collateral utilization, borrowing capacity, and funding performance, providing recommendations that support liquidity and balance sheet optimization.
• Partner closely with Treasury and senior management to support secured funding activities and ensure alignment with funding strategies.
• Act as a cross-functional liaison across operations, loan management, legal, closing, and treasury teams to resolve eligibility issues and improve collateral usability.
• Identify and implement process improvements, including automation and enhanced reporting, to improve data quality, workflow efficiency, collateral tracking, and overall portfolio transparency.
• Contribute to portfolio-level strategy by identifying opportunities to optimize collateral pools, improve pledgeability, and enhance balance sheet efficiency.
• Support internal and external audits by maintaining clear documentation and audit trails for pledged assets.

 

What You’ll Bring:

• Bachelor’s degree required, preferably in real estate, finance, economics, accounting, or a related business discipline with an investment concentration.
• 3-5 years of experience in commercial real estate lending, servicing, asset management, collateral management, treasury, or secured funding, preferably within a large financial institution.