Senior Associate, Private Credit Investment Analytics

National Life Insurance Company•Montpelier, VT

2d•$140,625 - $206,250•Onsite

About The Position

The Senior Associate, Private Credit Investment Analytics is responsible for delivering reliable, decision-ready analytics across NLG Capital's Private Credit platform. This hands-on quantitative role supports Direct Lending, Asset-Based Finance, and Structured Credit by transforming investment and portfolio data into meaningful insights that inform origination, underwriting, portfolio monitoring, risk oversight, and strategic decision-making. Working closely with investment professionals and partners across Risk, Finance, Operations, Technology, and Data, this role develops analytical tools, recurring reporting, dashboards, and data workflows that improve investment decision-making and operational efficiency. The ideal candidate is a collaborative, detail-oriented analytical professional with strong quantitative skills, experience working with investment data, and the ability to communicate complex findings to a variety of stakeholders. 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, Computer Science, Engineering, Mathematics, or another quantitative discipline.
5-9 years of professional experience in investment analytics, portfolio analytics, credit risk, quantitative analysis, or a related analytical role.
Working knowledge of private credit, including Direct Lending, Asset-Based Finance, Structured Credit, or the ability to quickly develop subject matter expertise.
Advanced Microsoft Excel skills.
Experience with Power BI or Tableau for reporting and visualization.
Experience working with large datasets, including data validation, reconciliation, and reporting.
Working proficiency in SQL and/or Python.
Strong analytical, quantitative, problem-solving, and critical thinking skills.
Excellent written and verbal communication skills with the ability to explain complex analyses to technical and non-technical audiences.
Demonstrated ability to collaborate effectively across investment, finance, risk, operations, and technology teams.

Nice To Haves

Advanced degree in Finance, Economics, Computer Science, Engineering, Mathematics, or a related quantitative field.
Experience with private credit investing, portfolio analytics, or institutional asset management.
Experience with investment management platforms such as Intex or Aladdin.
Experience developing automated reporting, data pipelines, or advanced analytics workflows.
Knowledge of accounting and financial reporting concepts.
Experience working within an insurance company or other regulated asset owner environment.
Experience leveraging approved AI tools to improve analytical processes and reporting.

Responsibilities

Produce recurring and ad hoc analytics across Direct Lending, Asset-Based Finance, and Structured Credit portfolios to support origination, underwriting, portfolio management, risk monitoring, and strategic decision-making.
Build, maintain, and enhance analytical models, dashboards, datasets, and reporting tools that monitor portfolio performance, exposures, concentrations, credit migration, and key risk indicators.
Develop analytical exhibits and portfolio insights to support investment decision-making across the Private Credit platform.
Validate, reconcile, and document investment, finance, risk, and operations data while identifying exceptions and supporting timely resolution.
Partner with investment professionals to define metrics, methodologies, reporting standards, and consistent analytical practices across investment strategies.
Automate manual analytics and reporting processes using Microsoft Excel, SQL, Python, Power BI, Tableau, and other approved technologies to improve efficiency, accuracy, and controls.
Collaborate with Technology and Data teams to support data requirements, system testing, implementations, and enhancements for investment analytics platforms.
Translate complex quantitative analyses into clear, concise reports, presentations, visualizations, and recommendations for investment professionals and business stakeholders.
Support the Private Credit Transaction Committee through preparation of analytical materials and reporting.
Contribute analytical content for senior leadership and Board reporting.
Manage multiple analytical workstreams, prioritize competing deadlines, and escalate data or methodology issues when appropriate.
Perform all other duties as assigned.