Strategic Insurance Investments Associate

blueowl; New York (NY); On-site; USD 110,000 - 155,000; Full time

Job summary

Blue Owl Insurance Solutions (BOIS) in New York seeks an Associate-level professional to join the Strategic Investment team. You will support evaluating strategic transactions with insurers, underwrite equity investments, and assist in structuring asset portfolios to meet insurer objectives.

Responsibilities include due diligence, financial modeling, preparing committee materials, and coordinating across internal and external partners.

Qualifications

• Bachelor's degree required.
• 2+ years of experience in investment banking or related fields.
• Strong financial modeling and analytical skills.
• Experience with insurance, GAAP/statutory preferred.
• Ability to leverage AI as a tool to drive efficiency.

Responsibilities

• Support the evaluation, diligence, negotiation, and execution of strategic transactions with insurance companies, including M&A, minority equity investments, reinsurance transactions, investment management agreements, and bespoke capital solutions
• Underwrite equity investments in specialty finance and origination platforms that generate attractive assets for insurance companies, including analysis of origination volumes, unit economics, asset quality, funding structures, and forward-flow arrangements
• Assist in the evaluation, acquisition, and structuring of asset portfolios to meet insurance company objectives
• Support the structuring of investment solutions tailored to insurance company objectives, including rated feeder structures, collateralized fund obligations, and other capital-efficient formats across Blue Owl’s credit, asset-based finance, and real estate strategies
• Build and maintain financial models, including transaction models, insurer capital analysis, rating agency capital frameworks, and relative value analysis
• Conduct due diligence on counterparties and targets, including review of financial filings, actuarial reports, investment portfolios, and regulatory considerations
• Prepare investment committee memoranda, board materials, and client presentations
• Coordinate transaction execution across internal origination teams, legal counsel, rating agencies, and external advisors
• Monitor existing strategic partnerships and portfolio investments, including ongoing financial and capital reporting
• Track insurance industry trends, competitor platform activity, and regulatory developments affecting insurer investment behavior
• Support BOIS strategic development including preparation of internal and external materials

Skills

Investment banking

Insurance

Asset-based finance

Financial modeling

Education

Bachelor's degree

Job description

Blue Owl Insurance Solutions (BOIS) in New York seeks an Associate-level professional to join the Strategic Investment team. You will support evaluating strategic transactions with insurers, underwrite equity investments, and assist in structuring asset portfolios to meet insurer objectives.

Responsibilities include due diligence, financial modeling, preparing committee materials, and coordinating across internal and external partners.