Senior Associate, Finance Project Manager

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • New York Life Insurance Company
  • 15 Dec 17 2017-12-15

Senior Associate, Finance Project Manager

New York Life Insurance Company ("New York Life" or "the company") is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.

New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion. As of year-end 2016, New York Life's surplus was $23.336 billion**. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody's Aaa; Standard & Poor's AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).

Financial strength, integrity and humanity-the values upon which New York Life was founded-have guided the company's decisions and actions for over 170 years.


The portfolio lead is responsible for managing the day to day execution of projects within the Finance Portfolio. As a project manager, this role will be tasked with establishing a project plan and managing delivery.
This role will drive the implementation of standard project/program/portfolio standards such as project tracking, risk/issue management, and metrics and status reporting.


  • Oversee and manage projects within the Finance portfolio end to end
  • Identify project risks/issues and communicate to Stakeholders
  • Liaise with project stakeholders to actively manage scope, timeline and budget
  • Ensure compliance against Project Management standards
  • Support Business Case development as necessary
  • Assist in the continuous improvement of Finance processes


  • Bachelor's Degree
  • 5+ years of Project Management experience
  • Experience and familiarity with Finance and Accounting principles
  • Excellent written and verbal communication skills
  • Ability to execute strategies and track and measure results
  • Ability to clearly communicate expectations
  • Ability to work effectively and achieve results across all involved functional areas/parties



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* Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," Fortune Magazine, June 17, 2016. See for methodology.
** Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company's long-term financial strength and stability and is presented on a consolidated basis of the company.

1. Operating earnings is the key measure use by management to track Company's profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.

2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.