Capital Management Intern: Finance & Risk Analytics

National Life Group; Addison (TX); On-site; USD 54,443,000 - 80,231,000; Full time

Job summary

National Life Group is offering a Capital Management Internship in Addison, TX, focused on analyzing capital models, regulatory capital changes, and RBC framework. You will collaborate across Finance, Accounting, Actuarial, and Risk Management to monitor capital strength and communicate implications.

The program highlights include exposure to capital forecasting, cross-functional projects, and practical process improvements within a modern insurer’s finance team.

Qualifications

• Pursuing degree in Finance, Actuarial Studies, Math, or a similar quantitative field.
• Experience with gathering, organizing, cleaning, and interpreting information (e.g. data sets).
• Working exposure with relational databases (e.g. Microsoft SQL, Access) and writing queries.
• Working exposure using Analytical and Visualization tools, specifically Tableau & Alteryx.
• Ability to translate business needs into effective analytical solutions and models.
• Understanding of foundational financial principles, e.g. interest rates, investments, and financial statements (e.g. balance sheet).
• Strong analytical skills with the ability to work in a fast-paced finance environment.
• Ability to meet deadlines for recurring reporting and analysis.
• Ability to quickly develop professional relationships with others and effectively communicate using various platforms or methods.
• Proficiency in Microsoft Office, e.g. Excel

Responsibilities

• Update capital analysis on a quarterly and as-needed basis, including data population, error resolution, interpreting results, and preparing presentation materials.
• Assist in the preparation of quarterly Risk-Based Capital (“RBC”) calculation and attribution analysis, including validating and summarizing results.
• Perform impact analysis of proposed regulatory capital changes for RBC and S&P model.
• Collaborate with internal partners to perform assigned duties.
• Improve efficiency of working files and processes.
• Document capital management processes and procedures.
• Perform ad hoc analysis and provide support for capital management activities, responsibilities and communications.
• All other duties as assigned

Skills

Data analysis

SQL

Tableau

Alteryx

Excel

Financial fundamentals

Communication

Deadline driven

Problem solving

Education

Finance/Actuarial/Math degree (pursuing)

Tools

Microsoft SQL

Access

Tableau

Alteryx

Job description

National Life Group is offering a Capital Management Internship in Addison, TX, focused on analyzing capital models, regulatory capital changes, and RBC framework. You will collaborate across Finance, Accounting, Actuarial, and Risk Management to monitor capital strength and communicate implications.

The program highlights include exposure to capital forecasting, cross-functional projects, and practical process improvements within a modern insurer’s finance team.