Director, Investment Data & Analytics

National Life Insurance Company•Montpelier, VT

1d•$75,000 - $110,000•Onsite

About The 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.

Requirements

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.

Nice To Haves

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.

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.