Senior Associate, Private Credit Investment Analytics

About Us

NLG Capital, the investment management company of National Life Group (NLG), manages approximately $40+ billion in AUM. Our purpose is to allow NLG to keep its promises through an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, holding ourselves to the highest standards as investors and teammates. Our culture is built on guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, and Relentless Pursuit of Excellence. These principles govern our interactions, investment decisions, and commitment to integrity and humility. Our flat and collaborative team fosters curiosity, learning, and growth, ensuring the best ideas are continually expressed and rewarded.

About the Role

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. The role involves developing analytical tools, recurring reporting, dashboards, and data workflows to improve investment decision-making and operational efficiency. The ideal candidate is a collaborative, detail-oriented analytical professional with strong quantitative skills and experience working with investment data.

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

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.

Requirements

• 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. 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.

Core Competencies

• Service Focus: Demonstrates a client-centric approach to satisfying external and/or internal customers; establishes and maintains effective relationships.
• 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.
• 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 on day one and are flexible and customizable to your and your family’s specific needs. Benefits may include:

• A full range of medical, financial, and other benefits, including 401(k) eligibility and various paid time off benefits (e.g., vacation, sick time, and parental leave).
• Eligibility to participate in National Life’s discretionary annual incentive programs, subject to program rules.

Pay

The base pay range for this position is $140,625 - $206,250 USD. The final salary offered may vary based on factors such as prior experience, job-related knowledge, education, training, current business needs, and market factors.

National Life reserves the right to modify base salary and other discretionary compensation or benefits at any time, including for reasons related to individual performance, company or department/team performance, and market factors.

Schedule

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