Business Development Analyst

The Company

For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.

As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”

NLG Capital, the investment management company of NLG, manages approximately $40 billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.

The Position

Position Summary

We are seeking a driven and analytical Business Development Analyst to join the NLG Capital Investment Team. In this role, you will support the evaluation, planning, and execution of a range of high impact initiatives & transactions that are in alignment with NLG Capital’s strategy, investment objectives and risk tolerance. Crucial to this role will be an understanding of project management, valuation, modelling, due diligence, and structuring transactions with strong alignment of interests. You will work closely with senior leadership, and other professionals throughout the execution lifecycle.

Responsibilities

Market Research and Analysis:

• Conduct comprehensive research and analysis of the asset management landscape, identifying potential opportunities and industry trends.
• Develop and maintain competitive intelligence reports, tracking key players, market share, and potential investment partners.
• Understand the competitive environment of the insurance industry, with a specific emphasis on asset management strategy.

Execution Support:

• Support the due diligence process by analyzing financial statements, performing market research, and identifying potential risks and opportunities.
• Build and maintain financial models to assess the financial and business impact of potential transactions.
• Assist with deal structuring, valuation analysis and execution.
• Flexibility to work on a variety of transactions, serving a range of business needs.

Project Management:

• Maintain and update due diligence trackers on a weekly basis, ensuring transparency around the process and alignment with senior leadership objectives.
• Manage assigned projects effectively, ensuring timely completion of tasks, clear communication with senior leadership, and maintaining a strong working relationship with potential partners.
• Coordinate with internal and external stakeholders, maintaining clear communication and collaboration throughout the transaction process.
• Prepare presentations and reports for senior leadership, summarizing key findings and recommendations.

The Person

Pivotal Experience & Expertise

• Bachelor's degree in Finance, Economics, Accounting, or related.
• 3 years of experience in financial services, investment banking, or M&A.
• Strong analytical and financial modeling skills, with proficiency in Excel and financial modeling software (e.g., Bloomberg, PitchBook).
• Public Accounting background and/or MBA considered a plus.
• Excellent research and data analysis capabilities.
• Strong communication and interpersonal skills, with the ability to effectively present information to diverse audiences.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong work ethic and commitment to excellence.

Cultural Fit

• Results-driven mindset.
• Thrives in an environment where the best ideas that drive the best results are rewarded.
• Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not know.
• Love of learning – comfortable in an organization that seeks to continually learn from its failures and successes to drive better investment decisions.
• Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finds answers and solutions.
• Comfortable giving and receiving constructive feedback in both real time and structured environments.
• Demonstrates transparent, direct, and open communication across the organization.
• Promotes collaboration and has a “firm first” attitude – does what is right for the firm.
• Commitment to our vision, mission and values.

In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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