Investment Data Analyst Jobs (NOW HIRING)

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.

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.

The Director, Investment Data & Analytics is responsible for the stewardship of NLG Capital's investment data ecosystem end-to-end, from investment accounting system inputs through the firm's internal data architecture and classification framework to the investment data warehouse and the reporting and analytics it supports. The role owns the integrity, consistency, and governance of investment data across its full lifecycle and serves as the primary business-side partner to IT in the design, enhancement, and operation of the investment data warehouse. This is a hands-on leadership role for a practitioner who understands both the data infrastructure and the business destination, including feeds, ETL, reconciliation, exception management, ALM, investment committee and Board reporting, asset-class reporting, capital and rating agency deliverables. The ideal candidate brings strong insurance investment data experience, sound judgment, technical fluency, and the ability to translate effectively among investment professionals, accountants, and IT engineers. The role also champions a data-first culture and continuous improvement across the investment division. 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.

• Implement and maintain the investment data classification framework, including asset class hierarchies, sector and rating schemas, security master and issuer reference data, and mappings across accounting, warehouse, and reporting layers.
• Establish and maintain common business definitions and a governed data set for internal and external reporting.
• Define and enforce data quality standards, exception-management routines, and controls; detect, escape, and remediate data errors at the source.
• Maintain documentation of data lineage from source systems through the investment data warehouse to reporting outputs.
• Own the integrity of inputs to and outputs from the investment accounting platform, including new-asset setup, trade activity, corporate actions, pricing, and analytics feeds.
• Ensure classifications and data attributes support statutory reporting, including SSAP treatment, NAIC designations, Schedule D/BA/DB feeds, and RBC/capital reporting inputs.
• Partner with investment accounting on reconciliations among the accounting system, custodian records, and the data warehouse; own resolution of breaks affecting reporting.
• Support quarter-end and year-end close with a validated, reconciled, governed data set on a reliable calendar.
• Serve as the investment team product owner for the investment data warehouse by defining requirements, prioritizing the enhancement backlog, and representing business needs in architecture decisions.
• Partner with IT on vendor feed onboarding, pricing and ratings feeds, analytics and benchmark data, ETL design, and automation of manual data processes.
• Perform user acceptance testing for warehouse changes and feed migrations and certify data before release to reporting consumers.
• Manage relationships with market data vendors, including licensing scope and data usage.
• Provide governed, analysis-ready data for investment committee dashboards and packets, Board and risk committee exhibits, ALM and hedging analytics, credit migration and concentration reporting, and rating agency and regulatory surveys.
• Fulfill ad hoc data requests from portfolio managers, senior leadership, and control functions with accuracy and speed; build repeatable extracts to retire one-off processes.
• Advance the division's analytics tooling, including SQL, Power Query/Power BI, and Python, and identify opportunities to apply automation and AI to data validation and reporting production.
• Provide direction and coaching to analyst resources supporting data operations, as applicable.
• Champion a data-first culture within the investment division and train users on governed data sources and self-service tools.
• Lead data workstreams for system implementations, conversions, and modernization initiatives.
• All other duties as assigned.

• Bachelor's degree in Finance, Economics, Accounting, Data Science, or a related quantitative field.
• 7-10+ years of experience in investment data management, investment operations, or investment accounting, with meaningful tenure at an insurance company general account or insurance asset manager.
• Strong background in AI, with demonstrated ability to use AI to drive efficiency and solve business problems.
• Strong SQL skills and hands-on experience with data warehouse environments and ETL processes.
• Advanced Microsoft Excel skills, including Power Query, with demonstrated ability to build controlled, repeatable data processes.
• Experience with at least one institutional investment accounting or data platform, such as Clearwater, Eagle/BNY, PAM, CAMRA, Aladdin, or Bloomberg AIM.
• Proven ability to operate as a translator between investment professionals, accountants, and IT engineers.

• Experience across public fixed income, private credit, structured products, mortgage loans, alternatives, and derivatives data.
• Working fluency in statutory investment reporting concepts, including SSAP accounting treatment, NAIC designations, and annual statement investment schedules.
• Python, Power BI/Tableau, or comparable analytics tooling.
• Experience leading a data warehouse modernization or accounting system conversion.
• CFA, FRM, or progress toward a relevant designation.

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.

• Establishes Strategic Direction - Shapes a compelling strategy through planning and alignment to set the organization apart from competitors; Ability to anticipate various outcomes and plans ahead; Has broad knowledge and perspective.
• Decision Making and Judgement - Makes informed decisions regarding business direction that considers facts, constraints, and risks.
• Drives Execution - Establishes accountability for hitting business targets; Tracks progress on key metrics; Balances long-term strategic objectives with short-term tactical goals.
• Demonstrates Emotional Intelligence - Exhibits the ability to recognize, understand, and manage emotions and how emotions can influence others; Uses a combination of feedback and reflection to gain productive insight into personal strengths and opportunities.
• Exhibits Critical and Creative Thinking - Engaging thinking skills that focus on logic and reasoning to make decisions (critical) and innovative solutions to solve problems (creative).
• Leads Organizational Change - Develops strategic goals and allocates resources to align with large-scale organizational shifts.
• Organizational Awareness - Uses knowledge of the organizational culture to solve problems and accomplish goals.
• Drives Vision and Purpose - Paints a compelling picture of the vision and strategy that motivates others to action.

Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life ! 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 $75,000 — $110,000 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.

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