Sr. Analyst, Capital Management

Addison, TXfull time

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On Site

senior

$92k–$135k

H1B: no

Nationallifeinsurancecompany Sr. Analyst, Capital Management at National Life Group supports capital forecasting, regulatory capital reporting, and capital analysis activities. The role includes running capital forecasting models, validating quarterly capital results, and preparing analysis and presentation materials.

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
Assist Risk Management in developing ORSA sensitivities and scenarios on an annual basis
Complete the Group Capital Calculation and file with the NAIC on an annual basis
Work with internal partners to accurately capture RBC and S&P capital impacts of proposed capital strategies

Qualification

Bachelor’s degree in FinanceProficiency in Microsoft OfficeExperience with capital forecastingExperience preparing financial analysisExperience working with insuranceAI Proficiency ExpectationsAt National Life GroupAll applicants are expected toLeverage approved AI tools

Required

Bachelor’s degree in Finance, Actuarial Studies, or a similar quantitative field.
3 or more years of related experience in finance, actuarial, capital management, risk management, or a similar analytical field.
Strong analytical skills with the ability to work in a fast-paced finance environment.
Ability to adapt to a changing environment and work through ambiguity.
Ability to meet deadlines for recurring reporting and analysis.
Proficiency in Microsoft Office, including advanced use of Excel and working knowledge of Word.
Ability to collaborate effectively with others.

Preferred

Experience with capital forecasting, RBC, S&P capital models, ORSA, or Group Capital Calculation processes.
Experience preparing financial analysis, model outputs, or presentation materials for management or governance meetings.
Experience working with insurance, financial services, risk management, or actuarial teams.
Strong process documentation and model improvement skills.
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.

Benefits

401(k)
PTO
Equity/RSU
Annual Bonus
Parental Leave
Life Insurance

Company

Nationallifeinsurancecompany

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