Senior Associate, Private Credit Analytics – Data-Driven Investing

Nationallifeinsurancecompany; 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 Investment Analytics to deliver reliable, decision-ready analytics across Direct Lending, Asset-Based Finance, and Structured Credit. This hands-on role translates investment data into actionable insights for origination, underwriting, and portfolio monitoring.

You will build models, dashboards, and data workflows, collaborate with risk, finance, operations, technology, and data teams, and communicate complex

Qualifications

• Bachelor’s degree in a quantitative field required.
• 5–9 years of professional experience in investment analytics or related analytical role.
• Working knowledge of private credit including Direct Lending, Asset-Based Finance or Structured Credit.
• Advanced Microsoft Excel skills.
• Experience with Power BI or Tableau for reporting and visualization.
• Experience working with large datasets including data validation and reporting.
• Proficiency in SQL and/or Python.
• Strong analytical, quantitative, problem-solving, and communication skills.
• Ability to collaborate across investment, finance, risk, operations and technology teams.

Responsibilities

• Produce recurring and ad hoc analytics across Direct Lending, Asset-Based Finance, and Structured Credit portfolios to support origination, underwriting, portfolio management, risk monitoring, and strategic decision-making.
• Build, maintain, and enhance analytical models, dashboards, datasets, and reporting tools that monitor portfolio performance, exposures, concentrations, credit migration, and key risk indicators.
• Develop analytical exhibits and portfolio insights to support investment decision-making across the Private Credit platform.
• Validate, reconcile, and document investment, finance, risk, and operations data while identifying exceptions and supporting timely resolution.
• Partner with investment professionals to define metrics, methodologies, reporting standards, and consistent analytical practices across investment strategies.
• Automate manual analytics and reporting processes using Microsoft Excel, SQL, Python, Power BI, Tableau, and other approved technologies to improve efficiency, accuracy, and controls.
• Collaborate with Technology and Data teams to support data requirements, system testing, implementations, and enhancements for investment analytics platforms.
• Translate complex quantitative analyses into clear, concise reports, presentations, visualizations, and recommendations for investment professionals and business stakeholders.
• Support the Private Credit Transaction Committee through preparation of analytical materials and reporting.
• Contribute analytical content for senior leadership and Board reporting.
• Manage multiple analytical workstreams, prioritize deadlines, and elevate data or methodology issues when appropriate.
• Perform all other duties as assigned.

Skills

Advanced Excel

Power BI

Tableau

SQL

Python

Investment analytics

Strong communication

Team collaboration

Education

Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Mathematics, or another quantitative discipline

Advanced degree in Finance, Economics, Computer Science, Engineering, Mathematics, or a related field

Tools

Intex

Aladdin

Job description

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Investment Analytics to deliver reliable, decision-ready analytics across Direct Lending, Asset-Based Finance, and Structured Credit. This hands-on role translates investment data into actionable insights for origination, underwriting, and portfolio monitoring.

You will build models, dashboards, and data workflows, collaborate with risk, finance, operations, technology, and data teams, and communicate complex