Sr. Associate Private Credit Platform Management

Note: This position does not offer visa sponsorship.

Role Summary

The Senior Associate, Private Credit Platform Management is a high‑impact individual contributor who helps strengthen and scale the processes, governance, and operating rhythms that support NLG Capital’s growing Private Credit platform. Working across Direct Lending, Asset‑Based Finance, Structured Credit, and deal operations, this role provides broad visibility across the business and regular exposure to Private Credit leadership, investment professionals, and the Transaction Committee. The role combines strategic thinking, rigorous analysis, executive‑level communication, and disciplined execution to transform complex and sometimes incomplete information into precise, objective, and decision‑ready materials. The Senior Associate partners across investment, legal, finance, and operations teams to improve information flow, governance, coordination, reporting, and decision‑making across the platform.

Essential Duties and Responsibilities

• Distill complex and sometimes incomplete information into precise, objective, and decision‑ready analysis, executive‑ and committee‑level presentations, and reporting that translate platform data into clear narratives, actionable insights, and high‑quality visualizations.
• Help Private Credit leadership organize platform priorities, clarify ownership, track commitments, and maintain momentum across strategic and operational initiatives.
• Maintain a clear, forward‑looking view of transaction activity and platform performance, including upcoming decisions, key milestones, dependencies, and matters requiring leadership attention.
• Serve as the primary strategic and coordination partner to the Private Credit Transaction Committee by shaping agendas, coordinating decision‑ready materials, documenting decisions and approval conditions, and tracking follow‑up activities.
• Help align the front office across Direct Lending, Asset‑Based Finance, Structured Credit, and deal operations by improving visibility, information flow, and coordination across teams.
• Coordinate with investment, legal, finance, and operations partners to support effective handoffs throughout the investment lifecycle, including pipeline and approval reporting, closing coordination, and ongoing portfolio monitoring.
• Help build and continuously improve the Private Credit platform’s operating model, including governance, standardized metrics, recurring reporting, workflows, committee cadences, and supporting tools.
• Use advanced Excel, PowerPoint, data‑visualization techniques, and approved AI tools to improve the speed, quality, and consistency of analysis, reporting, and business processes.
• Support senior leadership with briefings, ad hoc analysis, special projects, and other priorities as the platform evolves.
• All other duties as assigned.

Minimum Qualifications

• 4–7 years of professional experience in corporate or business strategy, management consulting, front‑office business management, an Office of the CEO or similar executive office role focused on strategy and business execution, corporate development, or a related analytical and execution‑oriented position.
• Undergraduate or advanced degree in Finance, Economics, Business, or a related field.
• Exceptional written and verbal communication skills, with demonstrated ability to distill complex information precisely and objectively for senior management and investment committees.
• Advanced proficiency in Microsoft PowerPoint, with demonstrated experience producing executive‑ and committee‑level presentations.
• Advanced proficiency in Microsoft Excel for financial analysis, reporting, and data modeling.
• Demonstrated fluency using modern AI tools to accelerate analysis, drafting, and reporting.
• Strong organizational and project‑management skills, including experience coordinating cross‑functional teams, tracking deliverables, advancing strategic or operational initiatives, and running or supporting committee processes.
• Ability to partner effectively across investment, risk, finance, and operations teams.
• Working knowledge of private credit, including direct lending, asset‑based finance, and structured credit, or demonstrated ability to develop that knowledge quickly.

Preferred Qualifications

• Experience in an insurance or regulated asset‑owner environment.

AI Proficiency Expectations

• 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.
• 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

• Service Focus – Demonstrates a client‑centric focus for satisfying 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.

Schedule

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

Benefits

Benefits start day one and are flexible and customizable to your and your family’s specific needs. The total compensation package may include a full range of medical, financial, and other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time, and parental leave), as well as eligibility to participate in National Life’s discretionary annual incentive programs, subject to program rules.

Pay

Base Pay Range: $140,625 – $206,250 USD. The final salary may vary based on experience, education, certifications, business needs, market factors, and individual circumstances. The position is at‑will, and National Life reserves the right to modify base salary or other discretionary compensation at any time.