Vice President, Insurance Solutions in London

Overview

The Insurance Solutions team at Oaktree is responsible for partnering with the business development and investment teams to deepen engagement with insurance clients, develop new products and solutions, and structure and customize strategies for effective balance sheet outcomes.

Responsibilities

• Work closely with the Head of EMEA Insurance Solutions to develop and implement the growth strategy for the insurance channel through internal stakeholder education, client engagement, and the development of new products, solutions, and structures for insurance companies.
• Fully support fundraising initiatives by:

• partnering with our Business Development and Portfolio Management teams on Insurance LP solutions,
• building relationships with our Business Development colleagues and helping drive follow-up where relevant and appropriate,
• understanding/gathering intel on the market reaction to our product set and refining messaging in response,
• creating and maintaining talking points about our insurance dedicated offerings, including case studies used in marketing materials,
• supporting and/or conducting Marketing rep and other key stakeholder education in and out of a fundraising campaign,
• meeting with selective prospective clients and consultants to explain our various solutions, and
• attending insurance industry conferences and events.

Qualifications

• Possess a strong understanding of insurance investor interests, risk appetite, liquidity needs, regulatory and rating agency capital models, and be able to translate that insight into investment solutions for Insurance LPs.
• Deep knowledge and experience with ALM, regulatory and accounting frameworks, and capital calculations for insurance companies based in the UK and in Europe.
• Successful experience in all phases of delivering investment solutions with the objective of improving capital outcomes for insurance companies (this includes designing bespoke investment guidelines and bespoke structures).
• Insurance portfolio construction experience regarding optimizing various strategies or portfolios within a regulatory, rating agency, and balance sheet framework.
• 7+ years of relevant experience at an Insurance Company, Rating Agency, Investment Bank and/or Insurance Solutions Group within an Asset Management Firm.
• Fundamental understanding of the private and public asset classes managed by Oaktree, including Private Debt, Opportunistic Credit, Real Estate Debt and Equity, Asset-Backed Finance, Structured Credit, High Yield, Leveraged Loans, Convertibles and others.
• Ability to interact directly with clients and service providers.
• Superior communication/presentation skills (both written and verbal) with an aptitude for explaining technical concepts clearly and simply to key internal and external stakeholders.
• Highly resourceful with the ability to exercise superior judgement regarding investor requests.
• Ability to acquire thorough knowledge of the legal, accounting, compliance, and investment aspects of Oaktree's investment products.

Personal Attributes

• Possess the experience, maturity and credibility to represent the firm and speak confidently and credibly about the markets and specific strategies.
• Be a team player, results-oriented, persuasive, resourceful, creative, thoughtful, and strike the right balance between perseverance and patience.
• Have outstanding initiative, be a self-starter and highly motivated to succeed.
• Demonstrate sound business judgement, high attention to detail, superior organization skills, and be a person of high integrity.
• Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency.
• Excel in a demanding, fast-paced environment while maintaining the highest quality standards.
• Value differences and embrace Oaktree core values.

Education

• Bachelor's degree required. Master’s degree, actuarial qualifications, CFA preferred.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.