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Analyst, Investment Performance & Analysis

Addison, TX; Montpelier, VT

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

Reporting to the Head of Investment Strategy, the Investment Performance Analyst is responsible for quantifying investment performance across National Life’s investment portfolio.  In this role, the individual will partner with the Head of Investment Strategy and other key NL Capital stakeholders to develop a performance evaluation framework that spans the entirety of our investment process. Key to this role will be developing the ability to calculate performance through a lens that is relevant to NL Capital as an insurance investment manager.  A strong understanding of performance is paramount to the successful management of National Life’s investment portfolio.  As such, performance measurement plays a key role in NL Capital’s investment process.   

This position currently offers an onsite work schedule, with the expectation that you are 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

  • Insurance specific investment performance expert.   
  • Works closely with Investment Strategy Team and broader Investment Team to ensure that performance is objectively calculated, and that drivers of relative and absolute performance are well understood.   
  • Calculates performance across the entirety of NL Capital’s investment portfolio on a periodic basis.   
  • Identifies relevant benchmarks and absolute return measures to appropriately frame performance.   
  • Works closely with Investment Risk professionals to understand drivers of performance deviations.   

Minimum Qualifications

  • 3-7 years of experience in a similar role, and/or MBA 
  • Experience with insurance general account investing 
  • Experience evaluating insurance investment portfolio performance.   
  • Strong quantitative skills and understanding of performance calculation methodologies.   
  • Solid interpersonal skills and ability to connect to form meaningful working partnerships 
  • Strong understanding of the asset management industry and capital markets, particularly in fixed income 
  • Inclusive team player with a collaborative and cooperative approach 
  • Strong work ethic and proactive professional disposition 

Preferred Qualifications

  • Results-driven mindset 
  • A coach who knows how to guide others - a good listener and an effective communicator who can execute, lead by example, and add business value 
  • Thrives in an environment where the best ideas that drive the best results are rewarded 
  • Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what they do not know 
  • Love of learning – comfortable in an organization that seeks to continually learn from its failures and successes to drive better investment decisions 
  • Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finds answers and solutions, a problem solver   
  • Comfortable giving and receiving constructive feedback in both real time and structured environments 
  • Demonstrates transparent, direct, and open communication across the organization 
  • Promotes collaboration and has a “firm first” attitude – does what is right for the firm 
  • Commitment to our mission – keeping our promises, vision – to bring peace of mind to everyone we touch and values – Do good. Be good. Make good. 

Benefits

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

$65,025 - $91,800 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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National Life Group

1 National Life Dr

Montpelier, VT 05604

 

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