About the Company:
A leading firm in the life (re)insurance industry, specializing in the acquisition and management of in-force life insurance and annuity portfolios. The company provides a wide range of services supporting the risk, capital, and operational needs of its clients. These services include in-force transactions, product development, underwriting, and new business strategy support.
With extensive industry experience and significant capital resources, the firm is well-positioned to execute and manage large-scale transactions in the life and annuity markets.
Position Summary:
The Finance and Investments Counsel will support the organization's investment, finance, and capital management initiatives. This role reports directly to the Group Chief Legal Officer and works closely with executive and cross-functional teams.
Key Responsibilities:
Lead legal review and negotiation of investment-related agreements (e.g., investment management agreements, advisory and custodial agreements, servicing arrangements).
Manage internal legal processes and collaborate with senior leadership to ensure risk-aligned decision-making.
Monitor and interpret laws, rules, and regulations relevant to insurance asset management, financial reporting, and capital management; advise senior management accordingly.
Support execution of hedging and derivative strategies, including ISDA documentation and compliance issues.
Provide legal support for capital and balance sheet management activities (e.g., financing arrangements, distributions, reinsurance transactions).
Collaborate with treasury and investment teams on banking relationships and financing strategy.
Ensure regulatory filings related to finance and investments are legally sound and meet company/regulatory standards.
Prepare documentation and communications for regulators and rating agencies.
Support transaction teams on trust arrangements, investment documentation, and asset transfers.
Present findings and legal insights to senior executives and key stakeholders.
Qualifications:
Juris Doctor (JD) and active license to practice law in at least one U.S. jurisdiction.
Minimum of 4 years of legal experience focused on investments, asset management, or insurance law.
Experience in the life insurance or reinsurance sector strongly preferred.
