Senior Associate, Private Credit Investment Analytics

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 Investment Analytics is responsible for delivering reliable, decision-ready analytics across NLG Capital's Private Credit platform. This hands-on quantitative role supports Direct Lending, Asset-Based Finance, and Structured Credit by transforming investment and portfolio data into meaningful insights that inform origination, underwriting, portfolio monitoring, risk oversight, and strategic decision-making.

Working closely with investment professionals and partners across Risk, Finance, Operations, Technology, and Data, this role develops analytical tools, recurring reporting, dashboards, and data workflows that improve investment decision-making and operational efficiency.

The ideal candidate is a collaborative, detail-oriented analytical professional with strong quantitative skills, experience working with investment data, and the ability to communicate complex findings to a variety of stakeholders.

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

• Produce recurring and ad hoc analytics across Direct Lending, Asset-Based Finance, and Structured Credit portfolios to support origination, underwriting, portfolio management, risk monitoring, and strategic decision-making.
• Build, maintain, and enhance analytical models, dashboards, datasets, and reporting tools that monitor portfolio performance, exposures, concentrations, credit migration, and key risk indicators.
• Develop analytical exhibits and portfolio insights to support investment decision-making across the Private Credit platform.
• Validate, reconcile, and document investment, finance, risk, and operations data while identifying exceptions and supporting timely resolution.
• Partner with investment professionals to define metrics, methodologies, reporting standards, and consistent analytical practices across investment strategies.
• Automate manual analytics and reporting processes using Microsoft Excel, SQL, Python, Power BI, Tableau, and other approved technologies to improve efficiency, accuracy, and controls.
• Collaborate with Technology and Data teams to support data requirements, system testing, implementations, and enhancements for investment analytics platforms.
• Translate complex quantitative analyses into clear, concise reports, presentations, visualizations, and recommendations for investment professionals and business stakeholders.
• Support the Private Credit Transaction Committee through preparation of analytical materials and reporting.
• Contribute analytical content for senior leadership and Board reporting.
• Manage multiple analytical workstreams, prioritize competing deadlines, and escalate data or methodology issues when appropriate.
• Perform all other duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Mathematics, or another quantitative discipline.
• 5-9 years of professional experience in investment analytics, portfolio analytics, credit risk, quantitative analysis, or a related analytical role.
• Working knowledge of private credit, including Direct Lending, Asset-Based Finance, Structured Credit, or the ability to quickly develop subject matter expertise.
• Advanced Microsoft Excel skills.
• Experience with Power BI or Tableau for reporting and visualization.
• Experience working with large datasets, including data validation, reconciliation, and reporting.
• Working proficiency in SQL and/or Python.
• Strong analytical, quantitative, problem-solving, and critical thinking skills.
• Excellent written and verbal communication skills with the ability to explain complex analyses to technical and non-technical audiences.
• Demonstrated ability to collaborate effectively across investment, finance, risk, operations, and technology teams.

Preferred Qualifications

• Advanced degree in Finance, Economics, Computer Science, Engineering, Mathematics, or a related quantitative field.
• Experience with private credit investing, portfolio analytics, or institutional asset management.
• Experience with investment management platforms such as Intex or Aladdin.
• Experience developing automated reporting, data pipelines, or advanced analytics workflows.
• Knowledge of accounting and financial reporting concepts.
• Experience working within an insurance company or other regulated asset owner environment.
• Experience leveraging approved AI tools to improve analytical processes and reporting.

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

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.

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