Hiring: Director, Investment Data & Analytics Company: National Life Group Location: Addison, TX Job Posted Time: 2026-09-10 11:15:49 Employment Type: On-site Target Skills & Keywords : CFA, Data Warehouse, Derivatives, ETL, Fixed Income, Microsoft Excel, Python, SQL About the job Experience: •10+ years of experience in investment data management, investment operations, or investment accounting, with meaningful tenure at an insurance company general account or insurance asset manager. Required Skills: •Implement and maintain the investment data classification framework, including asset class hierarchies, sector and rating schemas, security master and issuer reference data, and mappings across accounting, warehouse, and reporting layers. •Establish and maintain common business definitions and a governed data set for internal and external reporting. •Define and enforce data quality standards, exception-management routines, and controls; detect, escalate, and remediate data errors at the source. •Maintain documentation of data lineage from source systems through the investment data warehouse to reporting outputs. •Own the integrity of inputs to and outputs from the investment accounting platform, including new-asset setup, trade activity, corporate actions, pricing, and analytics feeds. •Ensure classifications and data attributes support statutory reporting, including SSAP treatment, NAIC designations, Schedule D/BA/DB feeds, and RBC/capital reporting inputs. •Partner with investment accounting on reconciliations among the accounting system, custodian records, and the data warehouse; own resolution of breaks affecting reporting. •Support quarter-end and year-end close with a validated, reconciled, governed data set on a reliable calendar. Qualifications: •Bachelor's degree in Finance, Economics, Accounting, Data Science, or a related quantitative field. •7-10+ years of experience in investment data management, investment operations, or investment accounting, with meaningful tenure at an insurance company general account or insurance asset manager. •Strong background in AI, with demonstrated ability to use AI to drive efficiency and solve business problems. •Strong SQL skills and hands-on experience with data warehouse environments and ETL processes. •Advanced Microsoft Excel skills, including Power Query, with demonstrated ability to build controlled, repeatable data processes. •Proven ability to operate as a translator between investment professionals, accountants, and IT engineers. •Working fluency in statutory investment reporting concepts, including SSAP accounting treatment, NAIC designations, and annual statement investment schedules. •Python, Power BI/Tableau, or comparable analytics tooling. •CFA, FRM, or progress toward a relevant designation. •All Applicants Are Expected To Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. Compensation: •$75,000 - $110,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!