THE COMPANY

For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And 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. 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.”

The investment management company of NLG manages approximately $41 billion in AUM. Our purpose is simple – to set up (or help) 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, and a 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.

THE POSITION

Position Title Private Equity Analyst

Reports To Head of Alternative Investments

Position Summary

National Life Group is currently seeking a qualified candidate to join its Alternatives Investment team. Working on a small team and reporting to the Head of Alternative Investments, the Private Equity Analyst will be responsible for supporting all aspects of the investment process and management of NLG’s existing portfolio of private equity investments, totaling approximately $1.2 billion in current market value. The portfolio spans multiple strategies, including leveraged buyouts, growth equity, venture capital, private credit, distressed, natural resources and real assets.

Position Responsibilities

• Assist in the review and evaluation of new investment opportunities, including performing fund and company analysis, and preparation of financial models and analyses
• Contribute to the production of written communication materials in support of investment decisions, including investment committee memos and PowerPoint presentations
• Analyze and monitor existing portfolio investments, review quarterly and annual reports, monthly financials, etc.
• Provide support to senior investments professionals with the tracking and screening of new investment opportunities
• Develop and improve reports to provide portfolio performance data, market research and analytics, benchmarking, and other relevant information to senior management on an ongoing basis

THE PERSON

Pivotal Experience & Expertise

• BA/BS degree required. While we encourage applicants of all backgrounds/majors to apply, coursework in Business, Finance, Economics or Accounting is a plus
• Demonstrated track record of academic and professional success
• Strong analytical, quantitative, and interpersonal skills with ability to work independently and as part of a team
• Detail oriented individual with a focus on performance and results
• 0-2+ years of post-undergraduate experience; existing knowledge of private equity markets a plus
• Experience with data and financial statement analysis with financial modeling experience a plus

Cultural Fit

• Results-driven mindset
• A coach who knows how to guide others - a good listener and an effective communicator who can execute, lead by example, and add business value
• Thrives in an environment where the best ideas that drive the best results are rewarded
• Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what they do not know
• Love of learning – comfortable in an organization that seeks to continually learn from its failures and successes to drive better investment decisions
• Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finds answers and solutions, a problem solver

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

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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