Location Designation: Hybrid - 3 days per week
Role Overview:
As a Data Analyst on the PRT Installation team, you will lead the setup, analysis, and reconciliation of complex participant data for group annuity contracts. You’ll ensure benefit accuracy, support system implementation, and collaborate with cross-functional teams to deliver a seamless client onboarding experience. This role combines technical precision with operational execution to help transform pension promises into secure retirement outcomes.
What You'll Do:
• Lead the installation, setup, and maintenance of participant databases for single premium group annuity contracts, while conducting client meetings to communicate progress, address data issues, and align on project objectives
• Analyze and reconcile large, complex participant datasets using internal systems and Excel to ensure accuracy across actuarial, pricing, and policy systems.
• Calculate nonstandard items, which include lump sum illustrations, benefit split calculations for Qualified Domestic Relations Orders, and premium due or refund for participant census changes.
• Convert participant-level census data into a consistent format for use in pricing models.
• Act as a resource for the interpretation of group annuity contract provisions and related benefit quotations.
• Collaborate with business teams, actuaries, and IT — ensuring system integrity during installations and conversions.
• Identify opportunities to automate, streamline, or improve data and calculation workflows to enhance accuracy and efficiency.
• Partner with pricing, operations, and client teams to deliver accurate, high-quality installations for large institutional clients.
• Provide support and assistance to Customer Service team in responding to inquiries from participants, financial institutions, and clients to ensure a high level of service excellence.
• Provide responses to technical questions related to the claims and death processing and other functions for the PRT block of business.
• Understand and stay current with operational procedures.
• Participate in continuous improvement projects, testing initiatives, and process reengineering efforts that directly impact client outcomes.
• Bachelor’s Degree required; strong analytical and quantitative aptitude.
• 2+ years of experience in data analysis, actuarial support, or financial operations — or a strong quantitative background with demonstrated problem-solving skills.
• Strong oral and written communication skills. Must be able to effectively communicate with various internal/external clients and teams at different levels.
• A positive attitude and a willingness to work as a member of a close-knit team.
• Knowledge of, or a desire to learn, the provisions of group annuity contracts and ability to interpret them and perform related mathematical calculations.
• Accountable, ethical, good decision-making ability.
• Proficiency with Excel and data reconciliation required; familiarity with programming or database tools (SQL, Python, or similar) a plus.
• Experience with defined benefit pension plans a plus.
• Display an interest in understanding how pension promises are transformed into secure lifetime income.
#LI-KH1
#LI-HYBRID
#LI-REMOTE
Pay Transparency
Salary Range: $60,000-$80,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site .
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
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 volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of .
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 92776
...The Dinex Group, Chef Daniel Bouluds internationally acclaimed restaurant group is seeking an experienced and talented Executive Sous Chef. The Executive Sous Chef is second in command in the kitchen and assumes responsibility for supervising the production of food...
...Center seeks skilled On Call Educators to facilitate school and public programs within various Skirball spaces and galleries,... ...acting, storytelling, and/or related field Outstanding public speaking and interpersonal skills; warm, welcoming, professional manner,...
Amplified Therapy, Inc. is seeking a dedicated and compassionate Occupational Therapy Assistant to join our dynamic team. We specialize in delivering exceptional speech, occupational, and physical therapy services, focusing on enhancing the functional abilities of our clients...
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...
...A-ha! Ready to work with a different recruitment animal? Were ambi.careers not an average recruitment agency. Were part a talent marketplace... ...chance to be part of something big, apply and lets have a virtual coffee! Important to reinforce that this is a success-based...