Vice President, Insurance Solutions

Oaktree Capital Management, L.P. • New York, NY

83d • $250,000 - $275,000

About The Position

The Vice President, Insurance Solutions will play a key role in deepening Oaktree’s engagement with insurance clients across North America and driving growth in insurance-related assets under management. This individual will combine technical and strategic expertise to structure and deliver investment solutions that align with insurers’ capital, regulatory, and balance sheet objectives. Work closely with the Head of Americas Insurance Solutions to execute the team’s growth strategy through internal education, client engagement, and development of new insurance-focused products, solutions, and structures. Fully support fundraising and client initiatives by collaborating with Business Development and Portfolio Management teams to design and refine insurance-oriented investment offerings, gathering market intelligence on product reception, and developing client-facing materials. Engage selectively with prospective clients and consultants to explain Oaktree’s insurance solutions and represent Oaktree at industry conferences and events. Manage the structuring and rating agency process in collaboration with various teams, oversee the creation of term sheets and cash flow models, and monitor regulatory developments impacting insurance investors. Serve as a subject matter expert on rating agency methodologies and contribute to high-quality materials for stakeholders.

Requirements

• Strong understanding of insurance investor interests.
• Deep knowledge of asset-liability management and regulatory frameworks.
• Demonstrated experience managing the rating agency process.
• Insurance portfolio construction experience.
• 4-6 years of relevant experience in an Insurance Company, Rating Agency, or Asset Management Firm.
• Fundamental understanding of asset classes managed by Oaktree.
• Proven ability to engage directly with institutional clients.
• Superior communication and presentation skills.
• Highly resourceful and sound judgment.
• Willingness to travel to meet clients and attend events.
• Ability to understand legal, accounting, compliance, and investment aspects.

Nice To Haves

• Familiarity with Canada, Bermuda, and Cayman Islands frameworks.
• MBA or CFA preferred.

Responsibilities

• Deepen engagement with insurance clients across North America.
• Drive growth in insurance-related assets under management.
• Structure and deliver investment solutions that align with insurers’ objectives.
• Execute the team’s growth strategy through internal education and client engagement.
• Develop new insurance-focused products, solutions, and structures.
• Collaborate with Business Development and Portfolio Management teams.
• Gather market intelligence on product reception.
• Develop and maintain client-facing materials.
• Engage with prospective clients and consultants.
• Represent Oaktree at insurance industry conferences and events.
• Manage the structuring and rating agency process.
• Assess the viability of potential structures and expected rating outcomes.
• Build and maintain rating agency models.
• Lead project management for rating agency submissions.
• Translate complex rating and regulatory concepts into client-relevant insights.
• Oversee the creation of term sheets, cash flow models, and presentation materials.
• Monitor and communicate regulatory developments impacting insurance investors.
• Serve as a subject matter expert on rating agency methodologies.
• Contribute to the preparation of high-quality materials for stakeholders.
• Quarterback technical insurance client due diligence requests.
• Collaborate to identify potential improvements in insurance reporting.

Benefits

• Base salary: $250,000 - $275,000

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree