Capital Forecasting Analyst

National Life Group; Montpelier (VT); On-site; USD 64,000 - 94,000; Full time

Benefits offered by this job

Benefits start day one

Job summary

National Life Group is seeking an Associate Analyst, Capital Management to support capital forecasting, regulatory reporting, and capital analysis. The role involves maintaining forecasting models, validating quarterly results, and preparing materials for management and governance committees.

The ideal candidate will be analytical, detail-oriented, and thrive in a fast-paced finance environment with evolving priorities.

Qualifications

• Bachelor’s degree in Finance, Actuarial Studies, or a similar quantitative field.
• 3+ years of related experience in finance, actuarial, capital management, risk management, or a similar analytical field.
• Strong analytical skills with the ability to work in a fast-paced finance environment.
• Ability to adapt to a changing environment and work through ambiguity.
• Ability to meet deadlines for recurring reporting and analysis.
• Proficiency in Microsoft Office, including advanced use of Excel and working knowledge of Word.
• Ability to collaborate effectively with others.

Responsibilities

• Run the Capital Forecasting Model on a quarterly and as-needed basis, including model population, error checking, translating results, and preparing presentation materials.
• Improve capital model efficiency and reporting capabilities on an ongoing basis.
• Document capital management processes and procedures.
• Assist in the preparation of quarterly RBC and S&P capital results, including validating results and developing waterfalls.
• Help develop quarter-end and year-end roll-forward forecasts of RBC/S&P capital levels based on known factors.
• Perform impact analysis of proposed capital charge changes for RBC and S&P models.
• Assist Risk Management in developing ORSA sensitivities and scenarios on an annual basis.
• Complete the Group Capital Calculation and file with the NAIC on an annual basis.
• Work with internal partners to accurately capture RBC and S&P capital impacts of proposed capital strategies.
• Provide support for capital management, board, and IRC meetings.
• Perform ad hoc analysis as requested to determine impacts on current and future capital positions.

Skills

Analytical skills

Excel (Advanced)

Deadline-oriented

Collaboration

Education

Bachelor’s degree in Finance/Actuarial Studies

Job description

National Life Group is seeking an Associate Analyst, Capital Management to support capital forecasting, regulatory reporting, and capital analysis. The role involves maintaining forecasting models, validating quarterly results, and preparing materials for management and governance committees.

The ideal candidate will be analytical, detail-oriented, and thrive in a fast-paced finance environment with evolving priorities.