Private Credit Platform Analytics & Governance Lead

Nationallifeinsurancecompany; Addison (TX); On-site; USD 140,625 - 206,250; Full time

Benefits offered by this job

Benefits start day one

Job summary

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Platform Management to support investment teams and Committees with rigorous analysis and coordinated governance. The role spans Direct Lending, Asset-Based Finance, and Structured Credit, coordinating materials and agendas for decision-making.

The ideal candidate is highly organized with 5–9 years of experience, excels in Excel, PowerPoint, and AI tools, and works to streamline reporting and governance processes in

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 5-9 years of professional experience in corporate development, corporate strategy, management consulting, executive office support, investment banking, investment management, investor relations, client service, or related analytical/business operations role.
• Advanced proficiency in Microsoft Excel and Microsoft PowerPoint.
• Strong written and verbal communication skills with ability to distill complex information for senior audiences.
• Strong organizational and project-management skills with experience coordinating cross-functional teams.

Responsibilities

• Distill complex information into precise, objective analyses supporting investment decision-making and governance.
• Produce board-, executive-, and committee-level presentations and reporting with clear narratives and high-quality visuals.
• Conduct data analysis across the Private Credit platform to support origination, portfolio management, risk monitoring, and strategic decisions.
• Leverage advanced Excel, AI tools, and data visualization to improve analytics, reporting, and processes.
• Coordinate priorities, organize teams, track deliverables, and drive execution across initiatives.

Skills

Advanced Excel

PowerPoint

AI tools

Communication

Project management

Education

Bachelor's degree in Finance or Economics or Business

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Platform Management to support investment teams and Committees with rigorous analysis and coordinated governance. The role spans Direct Lending, Asset-Based Finance, and Structured Credit, coordinating materials and agendas for decision-making.

The ideal candidate is highly organized with 5–9 years of experience, excels in Excel, PowerPoint, and AI tools, and works to streamline reporting and governance processes in