Teams at New York Life Insurance Company

The Vice President will support private credit fundraising and investor relations by managing fundraising processes, coordinating diligence and onboarding, developing investor-facing materials, supporting client meetings, maintaining CRM activity, and analyzing market and portfolio data. The role partners across investment, sales, legal, compliance, and operations teams while helping prioritize workstreams and ensuring high-quality deliverables. Candidates need six to nine years of relevant financial services experience, strong analytical and communication skills, and proficiency in PowerPoint, Excel, Word, and CRM systems.

Provides administrative and executive support to leadership and investment professionals. Responsibilities include complex calendar management, meeting and event coordination, domestic and international travel arrangements, expense reporting, office operations, filing, light technology support, client documentation, compliance, and process improvement. The role serves as a liaison with internal and external stakeholders, maintains confidentiality, supports client-facing engagements, and assists with special projects in a hybrid Chicago office environment.

Lead investor relations and capital formation for a private equity GP stakes strategy. Produce investor materials, manage prospect pipelines, coordinate fundraising activities, advise partner GPs, and support LP communications. Contribute to portfolio monitoring, valuation, financial diligence, reporting, capital planning, and transaction analysis. Build relationships with institutional investors, partner GPs, placement agents, and internal distribution and marketing teams.