National Life
Director, Investment Data & Analytics
$75K–$110K
Addison, TX +5 · Director · Full-time · Posted Aug 14, 2026
- Location
- Addison, TX
Montpelier, VT
New York, NY
Addison, TX
Montpelier, VT
New York, NY - Experience
- 7–10+ years; experience in investment data management, investment operations, or investment accounting, with meaningful tenure at an insurance company general account or insurance asset manager.
- Education
- Bachelor's degree in Finance, Economics, Accounting, Data Science, or a related quantitative field.
- Visa sponsorship
- Does not offer visa sponsorship.
About the job
Leads end-to-end stewardship and governance of NLG Capital’s investment data ecosystem, warehouse, and reporting and analytics capabilities.
What you'll do
- Govern investment data classifications, definitions, quality controls, reconciliations, and lineage across systems and reporting.
- Serve as business product owner for the investment data warehouse and partner with IT on feeds, ETL, enhancements, testing, and modernization.
- Provide governed data for investment, ALM, regulatory, capital, and committee reporting; advance analytics, automation, and AI use.
What they ask for
- Bachelor's degree in Finance, Economics, Accounting, Data Science, or a related quantitative field.
- 7–10+ years in investment data management, investment operations, or investment accounting, including meaningful tenure at an insurance company general account or insurance asset manager.
- Strong AI background, with demonstrated ability to use AI to improve efficiency and solve business problems.
- Strong SQL and data warehouse/ETL experience; advanced Microsoft Excel, including Power Query; experience with at least one listed institutional investment accounting or data platform.
Nice to have
- Experience across the listed investment asset classes and statutory investment reporting concepts.
- Python, Power BI/Tableau or comparable analytics tools; warehouse modernization or accounting system conversion leadership; CFA, FRM, or progress toward a relevant designation.
Pay
$75,000 — $110,000 USD (base salary)
Tools
SQL, Power Query, Microsoft Excel, Clearwater, Eagle/BNY, PAM, CAMRA, Aladdin
AI focus
Use AI to improve efficiency and solve business problems; identify opportunities for AI and automation in data validation and reporting production. Review and validate AI-generated work and use approved tools responsibly.
Model-written summary · the original posting is authoritative