Sr. Associate Private Credit Platform Management

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

Sr. Associate Private Credit Platform Management

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

About Us

NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.

Please note that we do not offer visa sponsorship for this position.

Role Summary

The Senior Associate, Private Credit Platform Management is a high‑impact individual contributor role supporting NLG Capital’s Private Credit investment teams and Transaction Committees through rigorous analysis, sharp communication, and disciplined coordination. The role transforms complex, and at times incomplete, information into precise, objective materials that support investment decision‑making, governance, and senior leadership reporting.

This position works across Direct Lending, Asset‑Based Finance, and Structured Credit, serving as a connective resource that helps align people, information, and priorities. The Senior Associate coordinates recurring committee materials, tracks approvals and action items, supports platform initiatives, and helps maintain the cadence of the Private Credit platform’s key business and governance processes.

The ideal candidate is highly organized, intellectually curious, comfortable with ambiguity, and able to manage multiple priorities while maintaining accuracy and sound judgment. Strong written and visual communication skills, advanced Excel and PowerPoint capabilities, and fluency with modern AI tools are important for success in this role. Experience in corporate development, corporate strategy, management consulting, executive office support, investor relations, client service, or investment management is well suited to the position.

This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Distill complex, and at times incomplete, information into precise, objective, and decision‑ready analysis that supports investment professionals, Transaction Committees, and senior leadership.
• Produce board‑, executive‑, and committee‑level presentations and reporting, translating data into clear narratives, actionable insights, and high‑quality visualizations.
• Conduct data analysis across the Private Credit platform, including Direct Lending, Asset‑Based Finance, and Structured Credit, to support origination, portfolio management, risk monitoring, and strategic decision‑making.
• Leverage advanced Excel, modern AI tools, and data visualization techniques to improve the speed, quality, and consistency of analytics, reporting, and business processes.
• Serve as a connective and enabling resource across the Private Credit platform by coordinating priorities, organizing teams, tracking deliverables, and driving execution across key strategic and operational initiatives.
• Serve as the analytics and coordination partner to the Private Credit Transaction Committee by coordinating meeting materials, maintaining minutes, tracking approvals, action items, and follow‑up activities.
• Partner across investment, risk, finance, and operations teams to standardize recurring reporting, metrics, and processes.
• Support senior leadership with ad‑hoc analysis, briefing materials, and special projects as priorities evolve.
• Drive continuous improvement across the Private Credit platform by identifying opportunities to enhance reporting, governance, workflows, and the effective use of technology and AI.
• All other duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent combination of education and experience.
• 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 a related analytical/business operations role.
• Advanced proficiency in Microsoft Excel and Microsoft PowerPoint.
• Strong written and verbal communication skills with a demonstrated ability to distill complex information precisely and objectively for senior audiences.
• Strong organizational and project‑management skills with experience coordinating cross‑functional teams and tracking deliverables.
• Demonstrated fluency with modern AI tools and the ability to use them responsibly in a professional setting.

Preferred Qualifications

• Experience in corporate development, corporate strategy, management consulting, executive office, investor relations, or client service within an asset management or financial services environment.
• Experience in an insurance or regulated asset‑owner environment.
• Working knowledge of private credit, including direct lending, asset‑based finance, and structured credit.
• Experience supporting board, executive, or investment committee materials.
• Exposure to financial modeling, data visualization, or light programming.
• Advanced degree in Finance, Economics, Business, or a related field.

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship‑driven business where our people are our greatest strength.

All Applicants Are Expected To

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI‑enabled ways of working.
• Exercise sound judgment by reviewing and validating AI‑generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.
• Service Focus— Demonstrates a client‑centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.
• Decision Making— Makes sense of complex information, critically evaluates, and creates solutions.
• Results Oriented— Sets performance and personal goals; Driven to meet or exceed goals and objectives.
• Plans and Aligns— Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.
• Demonstrates Learning Agility— Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.
• Establishes Relationships— Builds partnerships with others to instill trust, collaborate, and meet shared objectives.
• Communicates Effectively— Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.
• Fosters Diversity— Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.

Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job‑related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at‑will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Salary Pay Range

$140,625 - $206,250 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

Voluntary Self‑Identification

For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in National Life Insurance Company’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Voluntary Self‑Identification of Disability

Form CC‑305

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