Associate Analyst, Financial Planning & Analysis - Capital Management

Responsibilities

• Run the Capital Forecasting Model on a quarterly and as-needed basis
• Improve capital model efficiency and reporting capabilities
• Document capital management processes and procedures
• Assist in the preparation of quarterly RBC and S&P capital results
• Help develop quarter-end and year-end roll-forward forecasts
• Perform impact analysis of proposed capital charge changes
• Assist Risk Management in developing ORSA sensitivities and scenarios
• Complete the Group Capital Calculation and file with the NAIC annually
• Work with internal partners to capture capital impacts of proposed strategies
• Provide support for capital management, board, and IRC meetings
• Perform ad hoc analysis to determine impacts on capital positions

Requirements

• Bachelor’s degree in Finance, Actuarial Studies, or a similar quantitative field
• 3 or more years of related experience in finance, actuarial, capital management, or risk management
• Strong analytical skills
• Ability to work in a fast-paced environment and handle ambiguity
• Ability to meet recurring reporting and analysis deadlines
• Proficiency in Microsoft Office, including advanced Excel
• Strong collaboration skills

Preferred Qualifications

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

About the Company

National Life Group is one of America’s fastest-growing insurance companies. Since 1848, they have provided families with stability and peace of mind through insurance and annuities policies.