Capital Management Intern – Summer 2027

National Life · 2185 - 9182185

Pay: $19–$28/hr
Where: Addison, TX; Montpelier, VT
Posted: Sep 15

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good.

What you'd do

Update capital analysis on a quarterly and as-needed basis, including data population, error resolution, interpreting results, and preparing presentation materials
Assist in the preparation of quarterly Risk-Based Capital (“RBC”) calculation and attribution analysis, including validating and summarizing results
Perform impact analysis of proposed regulatory capital changes for RBC and S&P model
Collaborate with internal partners to perform assigned duties
Improve efficiency of working files and processes
Document capital management processes and procedures
Perform ad hoc analysis and provide support for capital management activities, responsibilities and communications
All other duties as assigned
Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.
Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.

What they want

Pursuing degree in Finance, Actuarial Studies, Math, or a similar quantitative field
Experience with gathering, organizing, cleaning, and interpreting information (e.g. data sets)
Working exposure with relational databases (e.g. Microsoft SQL, Access) and writing queries
Working exposure using Analytical and Visualization tools, specifically Tableau & Alteryx
Ability to translate business needs into effective analytical solutions and models
Understanding of foundational financial principles, e.g. interest rates, investments, and financial statements (e.g. balance sheet)
Strong analytical skills with the ability to work in a fast-paced finance environment
Ability to meet deadlines for recurring reporting and analysis
Ability to quickly develop professional relationships with others and effectively communicate using various platforms or methods
Proficiency in Microsoft Office, e.g. Excel