Assistant Treasurer

Assistant Treasurer, Capital Markets

Talcott Financial Group
* is an international life insurance group and the industry's trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future.

Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.

Talcott Financial Group's two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.

The Assistant Treasurer, Capital Markets is an execution-focused treasury professional who supports the Treasurer in implementing the company's capital markets, liquidity, and funding strategy. The role is designed as a hands-on contributor, with primary responsibility for analysis, transaction execution support, and cross-functional coordination corporate finance transactions along with people management.

The role requires the ability to work effectively across multiple organizational functions including Finance, Tax, Legal, Investments, Operations, Actuarial, and Riskto execute complex funding and capital initiatives in a regulated life insurance environment.

Responsibilities:

• Support the execution of approved capital markets and structured financing transactions, including senior debt, private placements, hybrid capital, and reinsurance-related funding.
• Assist in executing Institutional Funding Agreements (IFAs), including financial modeling, internal coordination, regulatory and rating agency capital analysis, and transaction close support.
• Provide hands-on analytical and project management support for the development of a Funding Agreement-Backed Note (FABN) program and its post launch future growth and maintenance.
• Assist with management and maintenance of company's capital structure, including financial analysis, debt investor presentation materials, and execution logistics.
• Help in financial marketing of company to debt investors
• Act as a central coordination point across Finance, Tax, Legal, Investments, Operations, Actuarial, and Risk to support funding, capital markets, and liquidity initiatives.
• Partner with Legal on transaction structuring, documentation review, and regulatory considerations.
• Collaborate with Tax to assess tax efficiency, intercompany implications, and structural considerations of funding transactions.
• Work closely with Investments to ensure alignment between funding structures, asset strategy, and liquidity profile.
• Coordinate with Finance and Operations to support cash flow forecasting, settlement processes, reporting, and ongoing administration of funding programs.
• Ensure consistent alignment across functions on transaction objectives, timelines, risks, and execution requirements.
• Act as a key individual contributor in building internal readiness for institutional funding and debt markets, including:
• Financial analysis and capital modeling
• Development of reporting templates, procedures, and transaction documentation
• Coordination with internal stakeholders and external advisors
• Prepare materials and analyses for rating agency discussions, investor engagement, and internal approvals.
• Support investor meetings and transaction execution under the direction of the Treasurer.
• Assist in enterprise-wide liquidity planning, cash flow forecasting, and liquidity stress testing.
• Support monitoring and administration of funding sources, including IFAs, FABNs, credit facilities, and intercompany arrangements.
• Help analyze capital fungibility, dividend capacity, and intercompany funding structures across jurisdictions.
• Maintain dashboards and management reporting related to liquidity and funding metrics.
• Assist in evaluating the regulatory capital and rating agency implications of funding and capital transactions across multiple jurisdictions.
• Support preparation of capital analyses, projections, and…