Oaktree Capital Management, L.P.
Vice President, Insurance Solutions
Oaktree Capital Management, L.P., New York, New York, us, 10261
Vice President, Insurance Solutions
Join Oaktree Capital Management L.P., a leader among global investment managers specializing in alternative investments with more than $209 billion AUM. Oaktree emphasizes an opportunistic, value‑oriented and risk‑controlled approach to investments in distressed debt, corporate debt, control investing, convertible securities, real assets and listed equities. Scope and Responsibilities
The Vice President, Insurance Solutions will deep‑en Oaktree’s engagement with insurance clients across North America and drive 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, developing client‑facing materials and engaging selectively with prospective clients and consultants. Manage the structuring and rating agency process in collaboration with Business Development, Product Specialists and Portfolio Management, including assessing the viability of potential structures, building and maintaining rating agency models, leading project management for rating agency submissions and communications, translating complex rating and regulatory concepts into client‑relevant insights and overseeing the creation of term sheets, cash flow models, rating agency submissions and presentation materials for insurance clients. Experience Required
Strong understanding of insurance investor interests, including risk appetite, liquidity needs, regulatory and rating agency capital models, with the ability to translate those insights into effective investment solutions for insurance clients. Deep knowledge of ALM, regulatory and accounting frameworks, and capital calculations for U.S.-based insurance companies; familiarity with Canada, Bermuda and Cayman Islands frameworks is additive but not required. Demonstrated experience managing all phases of the rating agency process for rated notes, private securitizations or other structures designed to improve capital outcomes for insurers. Insurance portfolio construction experience regarding optimizing various strategies or portfolios within a regulatory, rating agency and balance sheet framework. 4-6 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. Proven ability to engage directly with institutional clients and key external stakeholders. 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, exercising sound judgment in response to client and investor needs. Willingness to travel to meet with insurance clients and attend industry conferences and events. Ability to develop a thorough understanding of the legal, accounting, compliance, and investment aspects of Oaktree’s products and platform. Personal Attributes
Strategic and analytical thinker with strong problem‑solving orientation and attention to detail. Confident, credible communicator able to represent Oaktree effectively with senior insurance, investment, and rating agency professionals. Collaborative and team‑oriented, fostering productive partnerships across investment, business development and operational teams. Highly motivated self‑starter who demonstrates initiative, accountability and sound business judgment. Resourceful and adaptable, able to manage multiple priorities in a dynamic, fast‑paced environment while maintaining precision and professionalism. High integrity and professionalism, embodying Oaktree’s values of excellence, collaboration, inclusion and intellectual curiosity. Naturally proactive and solutions‑driven, with a continuous improvement mindset and the ability to identify opportunities for efficiency and impact. Education
Bachelor’s degree required; MBA or CFA is preferred. Base salary: $250,000 - $275,000 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.
#J-18808-Ljbffr
Join Oaktree Capital Management L.P., a leader among global investment managers specializing in alternative investments with more than $209 billion AUM. Oaktree emphasizes an opportunistic, value‑oriented and risk‑controlled approach to investments in distressed debt, corporate debt, control investing, convertible securities, real assets and listed equities. Scope and Responsibilities
The Vice President, Insurance Solutions will deep‑en Oaktree’s engagement with insurance clients across North America and drive 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, developing client‑facing materials and engaging selectively with prospective clients and consultants. Manage the structuring and rating agency process in collaboration with Business Development, Product Specialists and Portfolio Management, including assessing the viability of potential structures, building and maintaining rating agency models, leading project management for rating agency submissions and communications, translating complex rating and regulatory concepts into client‑relevant insights and overseeing the creation of term sheets, cash flow models, rating agency submissions and presentation materials for insurance clients. Experience Required
Strong understanding of insurance investor interests, including risk appetite, liquidity needs, regulatory and rating agency capital models, with the ability to translate those insights into effective investment solutions for insurance clients. Deep knowledge of ALM, regulatory and accounting frameworks, and capital calculations for U.S.-based insurance companies; familiarity with Canada, Bermuda and Cayman Islands frameworks is additive but not required. Demonstrated experience managing all phases of the rating agency process for rated notes, private securitizations or other structures designed to improve capital outcomes for insurers. Insurance portfolio construction experience regarding optimizing various strategies or portfolios within a regulatory, rating agency and balance sheet framework. 4-6 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. Proven ability to engage directly with institutional clients and key external stakeholders. 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, exercising sound judgment in response to client and investor needs. Willingness to travel to meet with insurance clients and attend industry conferences and events. Ability to develop a thorough understanding of the legal, accounting, compliance, and investment aspects of Oaktree’s products and platform. Personal Attributes
Strategic and analytical thinker with strong problem‑solving orientation and attention to detail. Confident, credible communicator able to represent Oaktree effectively with senior insurance, investment, and rating agency professionals. Collaborative and team‑oriented, fostering productive partnerships across investment, business development and operational teams. Highly motivated self‑starter who demonstrates initiative, accountability and sound business judgment. Resourceful and adaptable, able to manage multiple priorities in a dynamic, fast‑paced environment while maintaining precision and professionalism. High integrity and professionalism, embodying Oaktree’s values of excellence, collaboration, inclusion and intellectual curiosity. Naturally proactive and solutions‑driven, with a continuous improvement mindset and the ability to identify opportunities for efficiency and impact. Education
Bachelor’s degree required; MBA or CFA is preferred. Base salary: $250,000 - $275,000 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.
#J-18808-Ljbffr