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Sr. Associate Private Credit Platform Management

Job in New York City, Richmond County, New York, USA
Listing for: National Life Insurance Company
Full Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
  • Business
    Financial Analyst
Job Description & How to Apply Below

Sr. Associate Private Credit Platform 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.

Role Summary

The Senior Associate, Private Credit Platform Management is a high-impact individual contributor role supporting NLG Capital's Private Credit investment teams and Transaction Committees through rigorous analysis, sharp communication, and disciplined coordination. The role transforms complex, and at times incomplete, information into precise, objective materials that support investment decision-making, governance, and senior leadership reporting.

This position works across Direct Lending, Asset-Based Finance, and Structured Credit, serving as a connective resource that helps align people, information, and priorities. The Senior Associate coordinates recurring committee materials, tracks approvals and action items, supports platform initiatives, and helps maintain the cadence of the Private Credit platform's key business and governance processes.

The ideal candidate is highly organized, intellectually curious, comfortable with ambiguity, and able to manage multiple priorities while maintaining accuracy and sound judgment. Strong written and visual communication skills, advanced Excel and PowerPoint capabilities, and fluency with modern AI tools are important for success in this role. Experience in corporate development, corporate strategy, management consulting, executive office support, investor relations, client service, or investment management is well suited to the position.

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
  • Distill complex, and at times incomplete, information into precise, objective, and decision-ready analysis that supports investment professionals, Transaction Committees, and senior leadership.
  • Produce board-, executive-, and committee-level presentations and reporting, translating data into clear narratives, actionable insights, and high-quality visualizations.
  • Conduct data analysis across the Private Credit platform, including Direct Lending, Asset-Based Finance, and Structured Credit, to support origination, portfolio management, risk monitoring, and strategic decision-making.
  • Leverage advanced Excel, modern AI tools, and data visualization techniques to improve the speed, quality, and consistency of analytics, reporting, and business processes.
  • Serve as a connective and enabling resource across the Private Credit platform by coordinating priorities, organizing teams, tracking deliverables, and driving execution across key strategic and operational initiatives.
  • Serve as the analytics and coordination partner to the Private Credit Transaction Committee by coordinating meeting materials, maintaining minutes, tracking approvals, action items, and follow-up activities.
  • Partner across investment, risk, finance, and operations teams to standardize recurring reporting, metrics, and processes.
  • Support senior leadership with ad hoc analysis, briefing materials, and special projects as priorities evolve.
  • Drive continuous improvement across the Private Credit platform by identifying opportunities to enhance reporting, governance, workflows, and the…
Position Requirements
10+ Years work experience
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