Vice President, Insurance Solutions

Our Company

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.

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Scope and Responsibilities:

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:

* 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.

Experience

Required:

* Strong understanding of insurance investor interests, including risk appetite, liquidity needs, and…