Private Credit Platform Lead — Analytics & Coordination

National Life Insurance Company; Addison (TX); On-site; USD 141,000 - 206,000; Full time

Job summary

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Platform Management to support investment teams and governance through rigorous analysis and clear, actionable reporting. The role coordinates committee materials, tracks approvals, and drives platform initiatives across Direct Lending, Asset-Based Finance, and Structured Credit, with advanced Excel, PowerPoint, and AI tools.

The ideal candidate has 5–9 years of related experience, a finance-related degree, and

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• 5–9 years in corporate development, strategy, or related analytical roles.
• Advanced proficiency in Excel and PowerPoint.
• Strong written and verbal communication for senior audiences.
• Strong organizational and cross-functional coordination.
• Fluency with modern AI tools.

Responsibilities

• Distill complex information into precise, decision-ready analysis.
• Produce board-, executive-, and committee-level presentations and reports.
• Analyze data across Direct Lending, Asset-Based Finance, and Structured Credit.
• Improve analytics with advanced Excel, AI tools, and data visualization.
• Coordinate priorities and track deliverables across teams.
• Support Transaction Committee materials, minutes, and follow-ups.
• Standardize recurring reporting with risk, finance, and operations teams.
• Assist senior leaders with ad-hoc analysis and briefings.
• Drive continuous improvement of governance and workflows.

Skills

Advanced Excel

PowerPoint

Communication

Project management

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Economics/Business

Job description

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Platform Management to support investment teams and governance through rigorous analysis and clear, actionable reporting. The role coordinates committee materials, tracks approvals, and drives platform initiatives across Direct Lending, Asset-Based Finance, and Structured Credit, with advanced Excel, PowerPoint, and AI tools.

The ideal candidate has 5–9 years of related experience, a finance-related degree, and