Vice President, Insurance Solutions

Vice President, Insurance Solutions

Oaktree is a leader among global investment managers specializing in alternative investments, with more than $209 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real assets and listed equities. Headquartered in Los Angeles, the firm has over 1,400 employees and offices in 20 cities worldwide.

Insurance companies are one of the largest client segments at Oaktree, diversified across region and liability type. Representing approximately $31 billion in AUM across 130 relationships as of September 2025. 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.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

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 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 :

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.

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.

Strategic and analytical thinker with a 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.

Bachelor's degree required; MBA or CFA is preferred.

Base salary : $250,000 - $275,000

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, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.