Analyst, Investment Analytics

Analyst, 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.

Position Summary

The Investment Analytics Analyst will have direct exposure to NLG Capital's investment process by supporting senior members of the Office of the CIO team. The role works across asset allocation, risk management, credit surveillance, and competitive intelligence — using modern data including AI tooling to bring transparency, objectivity, and speed to the way we frame portfolio positioning and risk.

This is a high-impact seat in National Life's investment process. The analyst will provide the information and reporting our decision-makers need to act with conviction, and will help ensure those decisions remain aligned with the strategic objectives and constraints facing a life insurance general account.

Responsibilities

• Support the Office of the CIO in bringing transparency to NLG Capital's investment strategies across the general account.
• Build and maintain analytical tools, monitors, and dashboards that organize complex datasets — issuer-level credit data, manager exposures, peer disclosures, market data — into legible and actionable reports for senior decision-makers.
• Automate recurring workflows — risk reporting, exposure aggregation, ALM scenario inputs — so the team spends its time on judgment, not assembly.
• Support investment, risk, and operations colleagues in identifying the highest-leverage problems where technology and AI can compress turnaround time or expand coverage.
• Apply software engineering practices — version control, code review, testing, documentation — so the tools we build are durable and shareable across the team.

The Person

Pivotal Experience & Expertise

• Degree in Financial Engineering, Data Science, or Computer Science (or a combination of experience and education), with a demonstrated interest in financial markets.
• Demonstrated experience in financial analysis, analytics, or quantitative development roles considered a plus.
• Python and SQL are core requirements, not nice-to-haves.
• Proficiency with Excel and at least one BI / visualization platform (Tableau, Power BI, or equivalent).
• Practical experience using LLMs and AI coding assistants (e.g., Claude, Claude Code, Copilot, Cursor) to accelerate analysis, process unstructured documents, and build internal tooling. We expect candidates to have opinions about where these tools work, where they fail, and how to verify their output.
• Exposure to a cloud data platform (Snowflake, Databricks, BigQuery, or similar) is a plus.
• Experience with code development best practices — modular code, testing, documentation, code review — is a plus.
• Intense intellectual curiosity, strong work ethic, and a track record of driving projects to completion.
• Solid interpersonal skills and an inclusive, collaborative working style.

Cultural Fit

• Results-driven, with a bias toward shipping useful tools rather than perfect ones.
• Treats AI as a force multiplier — neither dismissive nor over-credulous. Knows when to use it, when to verify, and when a model is the wrong tool for the job.
• Comfortable in an organization that learns from both its mistakes and its successes.
• Comfortable with ambiguity, and willing to own the work of resolving it.
• Has the integrity to surface all relevant facts, and the humility to say what they do not know.
• Proficient in giving and receiving constructive feedback, in real time and in structured settings.
• Practices transparent, direct, open communication across the organization.
• Promotes collaboration and brings a "firm first" attitude — does what is right for National Life Group.

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 $52,875 - $77,550 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.