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, they have provided peace of mind to those families as they plan their futures.

As a mission-driven business, the cause of what they do is as important as the products they sell. And their 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.”

National Life Capital Management, the investment management company of NLG, manages approximately $30 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.

THE POSITION

Position Title Trade Support Analyst/Associate

Reports to Associate Portfolio Manager

Position Summary

The Trade Support Analyst/Associate supports Portfolio Managers in trade preparation, execution, and post-trade management. This includes gathering information from the dealer community, preparing orders, ticketing, settlements, and researching and resolving trade breaks and other problems. The role will support the investment team across cash fixed income and swaps and will interface both internally across the investment and accounting teams while also working with external counterparties. This is a high visibility role with growth opportunity for the right individual.

Responsibilities

• Provide timely trade entry, reconciliation, and settlements support to the NLG Capital trading desk
• Settle trades and resolve trade breaks through contact with external counterparties
• Coordinate collateral movement between the firm and derivative counterparties
• Support large order preparation for execution via electronic platforms and portfolio trading
• Interface as directed by Portfolio Managers and Traders to gather information from dealers in support of trading activity
• Reconcile data sources and ensure proper data entry across both front and back office systems, proactively researching and resolving issues
• Assist with additional ad hoc projects and reporting

THE PERSON

Pivotal Experience & Expertise

• Bachelors degree
• At least 2 years of trade support experience
• Familiarity with securities markets and applicable systems including Bloomberg
• Experience settling DTC instruments, swaps, and/or with collateral movement a strong plus
• Strong MS Office skills, particularly Excel
• Knowledge of programming languages (SQL, Python, and/or VBA) and BI tools (Microsoft BI, Tableau) considered a plus
• Strong organizational and interpersonal skills, with attention to detail and accuracy
• Ability to work independently
• Active student of the fixed income markets, with a passion for their work

Cultural Fit

• Results-driven mindset
• 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 you 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
• Comfortable 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 the firm
• 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

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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