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Investigate fraud referrals and perform AML transaction monitoring for life and annuity products. Analyze cases, interview when needed, document findings, recommend actions, and collaborate with internal and external partners to resolve compliance issues while adhering to policies and procedures.

Manage the investment portfolio of an insurance company, ensuring optimal risk-adjusted returns and aligning with regulations and capital constraints. Responsibilities include asset allocation, risk management, compliance, and performance monitoring.

The Chief Compliance Officer will drive operational excellence and oversee regulatory compliance while managing investment operations and financial oversight.

The Senior Financial Analyst supports financial operations and performance calculations for NLG Capital, managing fees, expenses, and reports for a $40+ billion investment portfolio.

Participate in a 10-week actuarial internship supporting product development or valuation. Update actuarial models, query databases with SQL, build Excel macros, use Alteryx and Tableau to analyze trends, run reports, detect patterns, and summarize findings. Interns receive mentorship, orientation, networking opportunities, presentation coaching, and cross-departmental project experience.

Process and manage life insurance applications end-to-end, assess medical/nonmedical/financial risk, communicate with agents via phone/email/CRM, resolve application issues, and collaborate with the team to deliver accurate, timely customer service.

Supports the Office of the CIO by analyzing investment strategies, portfolio risk, credit data, asset allocation, manager exposures, peer disclosures, and market data. Builds dashboards, monitoring tools, and reports for senior decision-makers; automates risk reporting, exposure aggregation, and ALM scenario workflows; and applies software engineering practices to durable internal tools. Uses Python, SQL, BI platforms, cloud data technologies, and AI tools to improve investment analysis and operational efficiency.

Develop and grow relationships with insurance agencies and agents, build business pipelines, manage strategic accounts, and increase sales of life and annuity products. Provide product analysis, illustrations, case design, agent onboarding, education, and recommendations. Collaborate with field leaders and internal teams on account-specific sales and marketing strategies, communicate policy activity, and independently reactivate dormant agencies. The role is primarily onsite in Addison, Texas, or Montpelier, Vermont, with periodic travel.

Lead and develop an analytics team supporting Service and Operations leaders. Prioritize and deliver dashboards, reporting, forecasts, and self-service solutions; ensure analytical quality, data validation, and documentation; identify automation and AI opportunities; translate data into actionable recommendations; and communicate findings to technical and leadership audiences.

Lead stewardship of the firm's investment data ecosystem: govern classifications, data quality, ETL, reconciliations, vendor feeds, and reporting. Serve as business product owner for the investment data warehouse, support close processes, enable analytics tooling, coach analysts, and lead data workstreams for system implementations and modernization.