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Wilton Re · 3 days ago

Finance & Investments Counsel

Norwalk, CT

Full-time

Hybrid

Senior Level

$190K/yr - $215K/yr

6+ years exp

Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in force life insurance and annuities. The Finance and Investments Counsel is responsible for supporting the company’s investment, finance and capital management initiatives, including managing legal documentation, advising senior management on regulatory developments, and providing legal support for various financial activities.

InsuranceLife InsuranceRisk Management

Work & Life Balance

Responsibilities

Manage and lead legal documentation and process for investment management matters (e.g., IMAs, advisory agreements, custodial arrangements, and asset transfer and servicing arrangements)

Draft, review and negotiate such documentation directly with counterparties and manage internal review processes with respect thereto (including collaborating, coordinating and advising senior management to ensure proper management of business risks)

Monitor, interpret and advise senior management on developments in the laws, rules and regulations relevant to the treatment and management of insurance assets as well as capital management and financial reporting requirements, and the potential impact to Wilton Re’s business and investment portfolio

Provide legal support for execution of corporate hedging and derivative strategies, including review and negotiation of ISDA documentation and advising the business on related compliance matters

Provide legal support for capital/balance sheet management activities, including third-party financing (e.g., credit facilities, LOCs, etc.), corporate distributions, reinsurance recaptures and similar transactions

Assist the Chief Financial Officer and the Treasury and Investment teams in managing banking relationships, as needed

Provide legal support to the finance team concerning regulatory filings ensuring they align with company and regulatory standards

Provide ad-hoc support drafting regulatory responses, disclosures, and other correspondence with regulatory agencies and rating agencies concerning finance and investment matters

Provide ad-hoc support to and work closely with the transaction team related to documentation for trust arrangements, investment management related documentation, and asset transfers

Provide written and oral presentations to the senior management team

Qualification

Legal experience in investmentsInsurance regulationsJD from ABA accredited schoolProject management skillsCommunication skillsJudgment in fast-paced environmentAgilityOrganizational skillsAdaptabilityCreative problem-solving

Required

Minimum 6 years of legal experience with a focus on investments, asset management, and/or state insurance matters with knowledge of relevant laws, rules and regulations

JD from an ABA accredited law school

Member of the Bar in good standing of any US jurisdiction

Solid organizational and project management skills with an ability to work autonomously and adapt to various types of styles and processes

Able to effectively communicate, both written and oral, with the intended audience

Able to exercise sound judgment in a fast-paced environment

Able to exercise agility and adaptability in providing legal advice

Able to assist the business in developing and implementing creative, cost effective and realistic solutions that create business impact