Sr. Associate Private Credit Platform Management

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

NLG Capital, the investment management company of National Life Group, manages approximately $40 billion in assets in support of National Life's promises to its policyholders. We bring a rigorous, collaborative approach to investing and a culture grounded in intellectual honesty, transparency, continuous learning, and the relentless pursuit of excellence.

The Senior Associate, Private Credit Platform Management is a high-impact, high-trust role combining investment analytics, strategic communication, and business operations in support of NLG Capital's Private Credit investment teams and Transaction Committees. This role transforms complex-and at times incomplete-information into precise, objective, decision-ready analysis while helping ensure the Private Credit platform operates effectively. Working across investment, risk, finance, and operations, the Senior Associate connects people, information, and priorities and develops materials for investment professionals, senior leadership, committees, and board-level audiences.

The ideal candidate is an analytical and highly organized professional who communicates complex ideas with clarity and precision. They bring exceptional written and visual communication skills, advanced Excel and presentation capabilities, fluency with modern AI tools, and the judgment to operate effectively in an environment where priorities evolve and answers are not always immediately apparent. Experience in corporate development, corporate strategy, management consulting, an executive office, investment banking, or investment management-particularly within asset management, private markets, or financial services-will position a candidate well for success.

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

• Distill complex and sometimes incomplete information into precise, objective, decision-ready analysis for investment professionals, Transaction Committees, and senior leadership.
• Develop board-, executive-, and committee-level presentations and reporting that translate data and complex information into clear narratives, actionable insights, and high-quality visualizations.
• Conduct analysis across the Private Credit platform, including Direct Lending, Asset-Based Finance, and Structured Credit, to support origination, portfolio management, risk monitoring, and strategic decision-making.
• Leverage advanced Excel, modern AI tools, and data visualization techniques to improve the speed, quality, and consistency of analytics, reporting, and business processes.
• Coordinate priorities, organize teams, track deliverables, and help drive execution across strategic and operational initiatives throughout the Private Credit platform.
• Serve as an analytics and coordination partner to the Private Credit Transaction Committee, coordinating meeting materials, maintaining minutes, and tracking approvals, action items, and follow-up activities.
• Partner with investment, risk, finance, and operations teams to improve and standardize recurring reporting, metrics, workflows, and processes.
• Support senior leadership with ad hoc analysis, briefing materials, and special projects as business and investment priorities evolve.
• Identify and implement opportunities to enhance reporting, governance, workflows, and the effective use of technology and AI across the Private Credit platform.
• All other duties as assigned.

Minimum Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent combination of education and relevant professional experience.
• 4-6 years of related professional experience in corporate development, corporate strategy, an executive office, management consulting, investment banking, investment management, or a related environment.
• Exceptional written and verbal communication skills, including demonstrated ability to synthesize complex information into precise, objective materials for senior management and investment committees.
• Advanced proficiency in Microsoft PowerPoint, including experience developing executive-, board-, or committee-level presentations.
• Advanced proficiency in Microsoft Excel for financial analysis, reporting, and data modeling.
• Demonstrated fluency with modern AI tools and their application to analysis, drafting, reporting, and workflow improvement.
• Strong analytical judgment and the ability to work effectively with complex or incomplete information.
• Strong organizational and project-management skills with demonstrated ability to coordinate cross-functional teams, manage competing priorities, and drive deliverables to completion.
• Ability to establish effective working relationships across investment, risk, finance, operations, and other business functions.
• Working knowledge of private credit or demonstrated ability to quickly develop knowledge of Direct Lending, Asset-Based Finance, and Structured Credit.

Preferred Qualifications

• Experience within asset management, private markets, financial services, or a regulated asset-owner environment.
• Experience supporting investment committees, transaction committees, executive leadership, or similar governance processes.
• Experience developing reporting, analytics, or presentations for senior leadership or board-level audiences.
• Experience using data visualization techniques to communicate complex financial or investment information.
• Programming or related technical experience.
• Advanced degree in Finance, Economics, Business, or a related field.

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

Applicants in AI-forward roles are also expected to:

• 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 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; Supports equal and fair treatment for all.

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