Senior Associate, Private Credit Investment Analytics

Senior Associate, Private Credit Investment Analytics

Addison, TX; Montpelier, VT; New York, NY

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

Supports NLG Capital's private credit investment activities through investment analytics, portfolio monitoring, and reporting. Applies financial and analytical expertise to evaluate investment performance, assess credit and portfolio information, identify trends and risks, and provide insights that support informed investment decisions.

Works independently on complex assignments and partners with investment professionals and other stakeholders to support underwriting, portfolio oversight, and recurring and ad hoc analytical needs. The ideal candidate brings strong investment and financial analysis capabilities, sound judgment, attention to detail, and the ability to communicate complex information effectively.

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

• Perform recurring and ad hoc investment analytics to support private credit investment activities and portfolio oversight.
• Develop and maintain financial models and analytical tools used to evaluate investments, portfolio performance, and credit risk.
• Support underwriting and investment evaluation through financial analysis, due diligence, and assessment of investment opportunities.
• Monitor portfolio investments, performance trends, and risk factors; identify and communicate material developments and insights.
• Prepare investment analyses, reports, and presentations that clearly communicate findings to investment professionals and other stakeholders.
• Partner with investment professionals and cross-functional stakeholders to address complex analytical needs and support informed investment decisions.
• Identify opportunities to enhance analytical processes, tools, reporting, and AI-enabled workflows to improve efficiency, quality, and business outcomes.
• Exercise independent judgment in addressing complex analytical assignments and adapting approaches as circumstances require.
• All other duties as assigned.

Minimum Qualifications

• Bachelor's degree in a relevant field.
• 4 or more years of related experience.
• Demonstrated analytical and problem-solving skills with the ability to evaluate complex financial and investment information.
• Strong written and verbal communication skills with the ability to communicate analytical findings effectively.
• Ability to work independently, exercise sound judgment, and manage multiple priorities.

Preferred Qualifications

• Advanced degree in a relevant field.
• Experience in private credit, investment management, or a related investment discipline.
• Advanced financial modeling and investment analytics experience.
• Experience with investment data, reporting, or analytical platforms.
• Experience applying AI to investment analysis or analytical workflows.

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

Individual Contributor

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