Insurance Strategy & Investments Associate

InforCapital, partnership; New York (NY); Hybrid; USD 110,000 - 155,000; Full time

Benefits offered by this job

Discretionary bonus eligibility

On-site in New York City

Job summary

Blue Owl Insurance Solutions (BOIS) in New York City seeks an Associate for the Strategic Investment team. You will work across strategic partnerships, asset structuring, and capital markets activities in private credit, asset-based finance, and real estate.

The role requires a Bachelor's degree and 2+ years in investment banking, insurance corporate development, actuarial advisory, or asset-based finance, with strong financial modeling and analytical skills.

Qualifications

• Bachelor's degree required.
• 2+ years in investment banking (FIG, M&A or capital markets/structuring), insurance corporate development, actuarial advisory, or asset-based finance.
• Strong financial modeling and analytical skills; insurer GAAP/statutory statements preferred.
• Exposure to structured credit, securitization, or fund finance a plus.

Responsibilities

• Support evaluation, diligence, negotiation, and execution of strategic transactions with insurance companies, including M&A, minority equity investments, reinsurance transactions, and bespoke capital solutions.
• Underwrite equity investments in specialty finance and origination platforms, analyzing origination volumes, unit economics, asset quality, and funding structures.
• Assist in evaluation, acquisition, and structuring of asset portfolios to meet insurance company objectives.
• Build and maintain financial models, including transaction models and insurer capital analysis.
• Conduct due diligence on counterparties, including review of financial filings and actuarial reports.
• Prepare investment committee memoranda, board materials, and client presentations.

Skills

Financial modeling

Analytical skills

Investment banking experience

Education

Bachelor's degree

Job description

Blue Owl Insurance Solutions (BOIS) in New York City seeks an Associate for the Strategic Investment team. You will work across strategic partnerships, asset structuring, and capital markets activities in private credit, asset-based finance, and real estate.

The role requires a Bachelor's degree and 2+ years in investment banking, insurance corporate development, actuarial advisory, or asset-based finance, with strong financial modeling and analytical skills.