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National Life

Senior Associate, Private Credit Investment Analytics

Addison, TX; Montpelier, VT; New York, NY; Addison, TX; Montpelier, VT; New York, NYUnited States
Senior · 5101 - 5051010
POSTED 14 AUGVERIFIED 32M AGO
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Pay · posted
$141k–206k
mkt median $180k
Open for
81d
since 14 Aug
Hiring · 30d
97
+2 net · open roles

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.
Source · National LifeFirst seen 2 NovOriginal ↗