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About the Role
This high-impact individual contributor role supports NLG Capital’s Private Credit investment teams and Transaction Committees through rigorous analysis, sharp communication, and disciplined coordination. The role transforms complex information into precise, objective materials that support investment decision-making, governance, and senior leadership reporting.
Responsibilities
- Distill complex information into precise, objective, and decision-ready analysis.
- Produce board-, executive-, and committee-level presentations and reporting.
- Conduct data analysis across the Private Credit platform to support origination, portfolio management, risk monitoring, and strategic decision-making.
- Leverage advanced Excel, modern AI tools, and data visualization techniques to improve analytics, reporting, and business processes.
- Coordinate priorities, organize teams, track deliverables, and drive execution across key strategic and operational initiatives.
- Coordinate Private Credit Transaction Committee meeting materials, maintain minutes, and track approvals and action items.
- Partner across investment, risk, finance, and operations teams to standardize reporting, metrics, and processes.
- Support senior leadership with ad hoc analysis, briefing materials, and special projects.
- Identify opportunities to enhance reporting, governance, workflows, and the effective use of technology and AI.
Requirements
- 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.
- Do not offer visa sponsorship for this position.
Skills
- Advanced Excel
- Advanced PowerPoint
- Modern AI tools
- Data visualization techniques
- Written communication
- Visual communication
- Project management
- Coordination
- Analysis
- Corporate development
- Corporate strategy
- Management consulting
- Executive office support
- Investor relations
- Client service
- Investment management
- Financial modeling
- Private credit
- Direct lending
- Asset-based finance
- Structured credit
Location
- Montpelier, VT
Work Type
- Onsite (4 days per week)
Experience Level
- Senior Associate
- 5-9 years
Education Level
- Bachelor's degree in Finance, Economics, Business, or related field, or equivalent combination of education and experience.
- Advanced degree in Finance, Economics, Business, or a related field (preferred)
Salary/Compensations
- $140,625—$206,250 USD
Benefits
- Benefits start day one and are flexible and customizable.
- Full range of medical, financial, and/or other benefits.
- 401(k) eligibility.
- Various paid time off benefits (vacation, sick time, parental leave).
- Eligibility to participate in National Life’s discretionary annual incentive programs.
About the Company
- National Life Group is one of America’s fastest-growing insurance companies, founded in 1848.
- The company's mission is to keep its promises, providing families with stability and peace of mind.
- NLG Capital manages approximately $40+ billion in AUM and focuses on delivering investment results.
- The company fosters a collaborative environment with opportunities for growth and encourages associates to live its values: Do good. Be good. Make good.
- NLG Capital's culture is based on principles of Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, and Relentless Pursuit of Excellence.
- The company is committed to fostering curiosity and providing opportunities to learn and grow.
- 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.
Equal Opportunity
- 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.