Investment Analytics Specialist: AI-Driven Insights

National Life Insurance Company Limited; Addison, Montpelier (TX, VT); Hybrid; USD 57,000 - 84,000; Full time

Benefits offered by this job

401(k) eligibility

Paid time off

Vacation and sick time

Parental leave

Job summary

National Life Group seeks an Investment Analytics Analyst to support the Office of the CIO, collaborating across asset allocation, risk, credit surveillance, and competitive intelligence. You will use modern data and AI tooling to frame portfolio positioning with transparency and speed.

The role demands technical fluency in Python/SQL, Excel, BI tools, and cloud data platforms, with a focus on delivering durable, scalable analytics for senior leadership.

Qualifications

• Degree in Financial Engineering, Data Science, or Computer Science with interest in financial markets.
• Experience in financial analysis, analytics, or quantitative development is a plus.
• Excellent Python and SQL skills are essential.
• Strong Excel and BI tool experience (Tableau/Power BI).
• Practical experience using AI coding assistants to accelerate analysis.

Responsibilities

• Support the Office of the CIO in bringing transparency to investment strategies.
• Build and maintain analytical tools, dashboards, and reports for senior decision-makers.
• Automate recurring workflows to free time for judgment and insight.
• Support colleagues in identifying high-leverage problems for AI-driven solutions.
• Follow software engineering practices to ensure durable, shareable tools.

Skills

Python

SQL

Excel

Tableau

Power BI

LLMs and AI tools

Git

Education

Degree in Financial Engineering, Data Science, or Computer Science

Combination of experience and education

Tools

Snowflake

Databricks

BigQuery

Claude / Copilot / Cursor

Job description

National Life Group seeks an Investment Analytics Analyst to support the Office of the CIO, collaborating across asset allocation, risk, credit surveillance, and competitive intelligence. You will use modern data and AI tooling to frame portfolio positioning with transparency and speed.

The role demands technical fluency in Python/SQL, Excel, BI tools, and cloud data platforms, with a focus on delivering durable, scalable analytics for senior leadership.