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Investments Data Analyst


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of


Overview of Role

The individual in this position will join a team of associates tasked with carrying out production data quality management responsibilities associated with the flow of data to our Investment Data Warehouse (IDW) and downstream data marts used in both internal and external reporting.   This role requires data management experience, knowledge of financial markets and proficiency in the use of technology tools to interrogate large volumes of data across multiple source systems and environments.   It involves conducting root cause analysis of data exceptions, responding to end user inquiries, participating in testing system enhancements and engaging in continuous DQM process improvement.  The individual in this position must also be able to communicate effectively with business, operations, and technology staff.

The IDW Data Management Team is responsible for data management of New York Life’s Investment Data Warehouse (IDW). The IDW is a comprehensive enterprise data repository for position, transaction, performance, reference and analytic data.  The IDW is continually being expanded and enhanced.  This role is critical to the on-going success of the application, ensuring a high level of confidence in platform accuracy for the business.

Description of Responsibilities

  • Monitor production data quality for the IDW respecting established procedures and introduce new controls as needs evolve. This includes monitoring automated reconciliation and exception reporting for all data feeds to the IDW and following up with data providers, data owners and IT staff as necessary.
  • Repair data on an exception basis. Analyze root cause for data issues using query tools to trace data flow back to the source system and data owner. 
  • Communicate data issues to data owners in order to make changes in source systems whenever possible.
  • Respond to inquiries from users of IDW data and resolve data quality questions or concerns.
  • Maintain the IDW data dictionary.
  • Maintain data harmonization code translation tables in the IDW as business needs change.
  • Communicate daily and month end environment reporting readiness to all users.
  • Maintain and enhance tools used to support the DQM function, including exception reporting, processing dashboards, reconciliations and data repair tools.   Provide specifications and testing for new DQM tools and controls.
  • Maintain and report data quality metrics to management, including support for Sarbanes Oxley certification.



  • Education Level: BA/BS in Business Administration/Finance concentration
  • Industry Experience: 2-4 Years industry experience in Data Quality Management
  • Industry Knowledge: Knowledge of Fixed Income and Equity securities across a broad array of products and markets. Experience with accounting, trading, decision support, or performance measurement & attribution solutions a plus.


Technical Skills

  • Crystal Reports
  • MS Excel Pivot Tables
  • Knowledge of SQL preferred (query/import/export/external data connections)
  • Familiarity with relational databases
  • MS Visio is a plus




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