Capital Management Intern – Summer

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.

At National Life Group, we are modernizing our business and adapting our customer experience to a digital-first operating model. We aim to activate, engage, inspire, and connect with buying and selling customers to increase production, deepen relationships, and create meaningful connections grounded in our mission and purpose. Measuring progress and performance through meaningful insights is central to our transformation.

The Capital Management internship will provide exposure to how a leading U.S. life and annuity insurer evaluates current and projected capital needs, understanding the drivers of changes in capital and risk-based capital ratios, and provide insight into potential capital impacts from business activities, investment decisions, reinsurance deals, and regulatory developments. The intern will collaborate cross-functionally across Finance, Accounting, Actuarial, Risk Management, Investments, and other corporate teams.

The Capital Management Intern will support the company’s efforts to monitor, analyze, forecast, and manage its financial strength, capital position, and risks by assisting with updating and validating capital models, analyzing and forecasting changes in regulatory and rating-agency capital, and understanding and communicating capital implications for the company, in addition to activities such as process improvements and documentation activities.

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 notice and manager discretion.

• Update capital analysis on a quarterly and as‑needed basis, including data population, error resolution, interpreting results, and preparing presentation materials
• Assist in the preparation of quarterly Risk‑Based Capital (“RBC”) calculation and attribution analysis, including validating and summarizing results
• Perform impact analysis of proposed regulatory capital changes for RBC and S&P model
• Collaborate with internal partners to perform assigned duties
• Improve efficiency of working files and processes
• Document capital management processes and procedures
• Perform ad hoc analysis and provide support for capital management activities, responsibilities and communications
• All other duties as assigned

• Pursuing degree in Finance, Actuarial Studies, Math, or a similar quantitative field
• Experience with gathering, organizing, cleaning, and interpreting information (e.g. data sets)
• Working exposure with relational databases (e.g. Microsoft SQL, Access) and writing queries
• Working exposure using Analytical and Visualization tools, specifically Tableau & Alteryx
• Ability to translate business needs into effective analytical solutions and…