Oaktree Capital Management, L.P. · 1 day ago
Vice President, Insurance Solutions
New York, United States
Full-time
Hybrid
Mid Level
$250K/yr - $275K/yr
4+ years expOaktree Capital Management is a leader among global investment managers specializing in alternative investments. The Vice President, Insurance Solutions will deepen engagement with insurance clients across North America and drive growth in insurance-related assets under management by structuring and delivering investment solutions that align with insurers’ objectives.
Business DevelopmentCreditFinanceFinancial Services
Responsibilities
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 helping shape messaging and positioning
Developing and maintaining client-facing materials such as talking points, case studies, and presentations
Engaging selectively with prospective clients and consultants to explain Oaktree’s insurance solutions
Representing Oaktree at insurance industry conferences and events
Manage the structuring and rating agency process in collaboration with Business Development, Product Specialists, and Portfolio Management, including:
Assessing the viability of potential structures and expected rating outcomes
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
Oversee the creation of term sheets, cash flow models, rating agency submissions, and presentation materials for insurance clients
Monitor and communicate regulatory and rating agency developments across the U.S., Canada, Bermuda, and Cayman Islands that impact insurance investors
Serve as a subject matter expert on rating agency methodologies, regulatory capital frameworks (e.g., U.S. RBC, Bermuda BSCR), statutory reporting and other regulatory developments
Contribute to the preparation of high-quality materials for internal and external stakeholders, including thought leadership and 'Oaktree Insights' publications
Quarterback technical insurance client due diligence requests through resolution, serving as a liaison between insurance clients, Business Development, Client Relations, Portfolio Managers, Product Specialists, Legal, Accounting, and Diligence Services
Collaborate with Business Development, Client Relations, and Portfolio Management to identify/drive potential improvements in insurance LP and Consultant reporting
Qualification
Required
Strong understanding of insurance investor interests, including risk appetite, liquidity needs, and regulatory and rating agency capital models, with the ability to translate those insights into effective investment solutions for insurance clients
Deep knowledge of asset-liability management (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
Bachelor's degree required
Preferred
MBA or CFA is preferred
Company
Oaktree Capital Management, L.P.
Oaktree is a leader among global investment managers specializing in alternative investments, with $218 billion in assets under management as of September 30, 2025.
1001-5000 employees
H1B Sponsorship
Oaktree Capital Management, L.P. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (2)
2023 (5)
2022 (7)
2021 (4)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-03-13Acquired
2012-04-12IPO
Leadership Team
Armen Panossian
Co-CEO and Portfolio Manager
Robert O'Leary
Co-CEO and Portfolio Manager, Global Opportunities
Recent News
Alternative Credit Investor
2026-01-16
2026-01-16
Company data provided by crunchbase