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Counsel - Finance and Investments
Counsel - Finance and InvestmentsOliver James • Connecticut
Counsel - Finance and Investments

Counsel - Finance and Investments

Oliver James • Connecticut
[job_card.30_days_ago]
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  • [job_card.full_time]
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Position : Finance and Investments Counsel

Employment Type : Full Time

About the Company :

A leading life (re)insurance company specializing in the acquisition and management of in-force life insurance and annuity portfolios. The firm focuses on meeting the risk, capital, and operational needs of its clients through tailored solutions in product development, underwriting, capital strategies, and in-force transactions. With a strong financial foundation, the company is well-positioned to manage some of the largest life and annuity transactions in the market.

Position Summary :

The Finance and Investments Counsel will support the company's investment, finance, and capital management functions. This role reports directly to the Group Chief Legal Officer.

Key Responsibilities :

Manage and lead legal documentation and processes related to investment matters (e.g., investment management agreements, custodial arrangements, and asset servicing).

Draft, review, and negotiate relevant documentation with external parties, and manage internal coordination and risk review.

Support corporate hedging and derivative strategies, including ISDA documentation and compliance.

Deliver written and oral presentations to senior leadership.

Qualifications :

JD from an ABA-accredited law school.

Licensed and in good standing with the bar in any U.S. jurisdiction.

Minimum of 3 years of legal experience focused on investments, asset management, or insurance law

Ability to provide sound, commercial legal guidance in a fast-paced, highly regulated environment.

Benefits :

Additional Compensation : Performance-based bonus, 401(k) with employer contribution, profit-sharing, and eligibility for long-term incentives.

Benefits Include :

Health, dental, vision, and life insurance

Paid time off, including vacation, sick days, holidays, and floating holidays

Parental leave

Wellness programs and employee assistance program

Professional development opportunities

Employee engagement events and volunteer opportunities

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Finance Counsel • Connecticut

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