Back to jobs
New

Director, Investment Data & Analytics

Addison, TX; Montpelier, VT; New York, NY

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 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. 

Essential Duties and Responsibilities 

  • 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, escalate, 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. 

Minimum Qualifications 

  • 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. 

Preferred Qualifications 

  • 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. 

AI Proficiency Expectations: 

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. 

Core Competencies 

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. 

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

$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.

Social Media Policy

Site Disclosure and Privacy Policy

National Life Group

1 National Life Dr

Montpelier, VT 05604

 

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Are you open to relocating to Montpelier, VT or Dallas, TX area(s) if you don’t currently reside there? *
Select...
Select...

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.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.