Associate Analyst, Capital Management

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.

Please note that we do not offer visa sponsorship for this position.

Role Summary

The Associate Analyst, Capital Management supports capital forecasting, regulatory capital reporting, and capital analysis activities for National Life Group. This role is responsible for running and maintaining capital forecasting models, validating quarterly capital results, preparing analysis and presentation materials, and supporting scenario and sensitivity work used to evaluate current and future capital positions.

The ideal candidate is analytical, detail-oriented, and comfortable working in a fast-paced finance environment with changing priorities and some ambiguity. This individual should be able to meet reporting deadlines, collaborate effectively with internal partners, and apply sound judgment when reviewing model outputs, capital impacts, and related financial analysis.

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

• Run the Capital Forecasting Model on a quarterly and as-needed basis, including model population, error checking, translating results, and preparing presentation materials.
• Improve capital model efficiency and reporting capabilities on an ongoing basis.
• Document capital management processes and procedures.
• Assist in the preparation of quarterly RBC and S&P capital results, including validating results and developing waterfalls.
• Help develop quarter-end and year-end roll-forward forecasts of NLIC, LSW, and S&P AAA and AA capital levels based on known factors.
• Perform impact analysis of proposed capital charge changes for RBC and S&P models.