THE COMPANY

For 175 years, National Life Group (“NLG”) has aimed to keep our promises to provide families stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

As a mission-driven business, the cause of what we do is as important as the products we sell, and our cause is a very simple one, directed at the people who live and work on America’s Main Streets: to “Do Good” in our communities and with the individual families we serve.

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 and 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, and Relentless Pursuit of Excellence. These principles guide the way we conduct ourselves, how we work together, and how we approach every investment decision. We fulfill our responsibilities while acting with integrity and humility, while focusing on what is right for the firm, and ultimately, our policyholders. Our culture has been deliberately built to nurture inclusiveness and 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.

THE POSITION

Investment Analytics Analyst

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. In doing so, they will work on projects related to asset allocation, risk management, performance measurement, competitive intelligence, and other investment related projects. The high impact role will offer exposure to key areas of the National Life investment process while ensuring that we are able to objectively frame our investment portfolio positioning and risk. This role provides the necessary information that is required to improve our investment decisions and to ensure that our decisions are aligned with the strategic objectives and constraints facing National Life Group.

Responsibilities

• Supporting the Office of the CIO in executing on NLG Capital’s investment strategies
• Create and improve analytical tools and monitors that support our investment process through improved understanding and visualizing complex data sets
• Create monitors that bring transparency and objectivity of information to our investment process
• Influence key decision makers through recurring and ad hoc analysis
• Integrate insights into practical workflows utilizing Excel, Tableau / Microsoft BI, and email-based reporting
• Learn investment strategy workflows and apply technical skills to improve and automate processes
• Improve team efficiency by leveraging technology to solve our most challenging problems

THE PERSON

Pivotal Experience & Expertise

• Strong understanding of financial markets, with at least three years of investment experience or an advanced degree in Finance, Economics, Financial Engineering, Data Science or Computer Science or combination thereof
• Asset management experience within the insurance industry preferred
• Experience in financial analysis and/or development and/or business analytics related roles
• Experience using Excel, Microsoft BI, Tableau, and other data visualization tools
• SQL and Python considered helpful
• Experience with code development best practices a plus
• Intense intellectual curiosity with the desire to seek new challenges while continuously learning
• Solid interpersonal skills and ability to connect to form meaningful working partnerships
• Inclusive team player with a collaborative and cooperative approach
• Strong work ethic and proactive professional disposition
• Experience driving projects to completion

Cultural Fit

• Results-driven mindset
• Thrives in a collaborative environment where the best ideas that drive the best results are rewarded
• Have the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not know
• Love of learning – comfortable in an organization that seeks to continually learn from its mistakes and successes to drive better investment decisions
• Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finding answers and solutions
• Proficient in giving and receiving constructive feedback in both real time and structured environments
• Demonstrates transparent, direct, and open communication across the organization
• Promotes collaboration and has a “firm first” attitude – does what is right for National Life Group
• Commitment to our mission and values
  

This role is not open to applicants residing or otherwise based in Colorado and cannot be performed in Colorado

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment

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.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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