Senior Private Credit Analytics Associate

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

Benefits offered by this job

Benefits start day one

401(k) eligibility

Paid time off (vacation, sick time,Par

Job summary

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Investment Analytics to deliver reliable analytics across Direct Lending, Asset‑Based Finance, and Structured Credit. You will transform investment and portfolio data into insights informing origination, underwriting, portfolio monitoring, and risk oversight.

The role collaborates with Risk, Finance, Operations, Technology, and Data teams to build tools, dashboards, and data workflows, enhancing investment decision

Qualifications

• Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Mathematics, or another quantitative discipline.
• 5–9 years of professional experience in investment analytics, portfolio analytics, credit risk, quantitative analysis, or a related analytical role.
• Working knowledge of private credit, including Direct Lending, Asset‑Based Finance, Structured Credit, or the ability to quickly develop subject matter expertise.
• Advanced Microsoft Excel skills.
• Experience with Power BI or Tableau for reporting and visualization.
• Experience working with large datasets, including data validation, reconciliation, and reporting.
• Working proficiency in SQL and/or Python.
• Strong analytical, quantitative, problem‑solving, and critical thinking skills.
• Excellent written and verbal communication skills with the ability to explain complex analyses to technical and non‑technical audiences.
• Demonstrated ability to collaborate effectively 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 competing deadlines, and elevate data or methodology issues when appropriate.
• Perform all other duties as assigned.

Skills

Advanced Excel

Power BI

Tableau

SQL

Python

Financial analysis

Portfolio analytics

Risk analysis

Education

Bachelor’s degree in Finance, Economics, Computer Science, Engineering, Mathematics, or related quantitative field

Tools

Power BI

Tableau

SQL

Python

Aladdin

Intex

Job description

National Life Group in Addison, TX is seeking a Senior Associate, Private Credit Investment Analytics to deliver reliable analytics across Direct Lending, Asset‑Based Finance, and Structured Credit. You will transform investment and portfolio data into insights informing origination, underwriting, portfolio monitoring, and risk oversight.

The role collaborates with Risk, Finance, Operations, Technology, and Data teams to build tools, dashboards, and data workflows, enhancing investment decision