Sr. Associate Private Credit Platform Management

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

About Us

NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.

Please note that we do not offer visa sponsorship for this position.

Role Summary

The Senior Associate, Private Credit Platform Management is a high-impact individual contributor who helps strengthen and scale the processes, governance, and operating rhythms that support NLG Capital’s growing Private Credit platform. Working across Direct Lending, Asset-Based Finance, Structured Credit, and deal operations, this role provides broad visibility across the business and regular exposure to Private Credit leadership, investment professionals, and the Transaction Committee.

The role combines strategic thinking, rigorous analysis, executive-level communication, and disciplined execution to transform complex and sometimes incomplete information into precise, objective, and decision-ready materials. The Senior Associate partners across investment, legal, finance, and operations teams to improve information flow, governance, coordination, reporting, and decision-making across the platform.

The ideal candidate brings structured problem-solving, analytical rigor, and executive-caliber communication, with the ability to see the full picture, create structure, and turn ambiguity into practical and repeatable ways of working.

This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

Distill complex and sometimes incomplete information into precise, objective, and decision-ready analysis, executive- and committee-level presentations, and reporting that translate platform data into clear narratives, actionable insights, and high-quality visualizations.

Help Private Credit leadership organize platform priorities, clarify ownership, track commitments, and maintain momentum across strategic and operational initiatives.

Maintain a clear, forward-looking view of transaction activity and platform performance, including upcoming decisions, key milestones, dependencies, and matters requiring leadership attention.

Serve as the primary strategic and coordination partner to the Private Credit Transaction Committee by shaping agendas, coordinating decision-ready materials, documenting decisions and approval conditions, and tracking follow-up activities.

Help align the front office across Direct Lending, Asset-Based Finance, Structured Credit, and deal operations by improving visibility, information flow, and coordination across teams.

Coordinate with investment, legal, finance, and operations partners to support effective handoffs throughout the investment lifecycle, including pipeline and approval reporting, closing coordination, and ongoing portfolio monitoring.

Help build and continuously improve the Private Credit platform’s operating model, including governance, standardized metrics, recurring reporting, workflows, committee cadences, and supporting tools.

Use advanced Excel, PowerPoint, data-visualization techniques, and approved AI tools to improve the speed, quality, and consistency of analysis, reporting, and business processes.

Support senior leadership with briefings, ad hoc analysis, special projects, and other priorities as the platform evolves.

All other duties as assigned.

Minimum Qualifications

4–7 years of professional experience in corporate or business strategy, management consulting, front-office business management, an Office of the CEO or similar executive office role focused on strategy and business execution, corporate development, or a related analytical and execution-oriented position.

Undergraduate or advanced degree in Finance, Economics, Business, or a related field.

Exceptional written and verbal communication skills, with demonstrated ability to distill complex information precisely and objectively for senior management and investment committees.

Advanced proficiency in Microsoft PowerPoint, with demonstrated experience producing executive- and committee-level presentations.

Advanced proficiency in Microsoft Excel for financial analysis, reporting, and data modeling.

Demonstrated fluency using modern AI tools to accelerate analysis, drafting, and reporting.

Strong organizational and project-management skills, including experience coordinating cross-functional teams, tracking deliverables, advancing strategic or operational initiatives, and running or supporting committee processes.

Ability to partner effectively across investment, risk, finance, and operations teams.

Working knowledge of private credit, including direct lending, asset-based finance, and structured credit, or demonstrated ability to develop that knowledge quickly.

Preferred Qualifications

Experience in an insurance or regulated asset-owner environment.

AI Proficiency Expectations:

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.
• Additional Expectations for AI-Forward Roles

Applicants in AI-forward roles are also expected to:

• Identify practical opportunities to apply AI to improve workflows, productivity, analysis, and business outcomes.
• Create effective prompts, workflows, controls, and human-in-the-loop (HITL) review processes that support responsible AI use.
• Critically evaluate AI-generated outputs for accuracy, quality, bias, fairness, confidentiality, compliance, security, and business relevance.
• Partner appropriately with Legal, Compliance, Risk, Security, Data/Technology, and business stakeholders to move AI ideas from experimentation to responsible adoption.
• Help model responsible, human-centered AI adoption across the organization.

Core Competencies

Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.

Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.

Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and objectives.

Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.

Demonstrates Learning Agility - Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.

Establishes Relationships - Builds partnerships with others to instill trust, collaborate, and meet shared objectives.

Communicates Effectively - Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.

Fosters Diversity - Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

Base Pay Range . The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Salary Pay Range

$140,625—$206,250 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group

1 National Life Dr

Montpelier, VT 05604