Deputy Chief Legal Officer, Kuvare Strategic Investments

Deputy Chief Legal Officer, Kuvare Strategic Investments
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers retirements, and are simplified for distributor partners and financial professionals to sell and service.
United Life Insurance Company
Guaranty Income Life Insurance Company
The Deputy Chief Legal Officer will join Kuvares investments unit known as Kuvare Strategic Investments (KSI) which is tasked with managing Kuvares $40+ billion investment portfolio, including supervision and monitoring of external advisers. The successful candidate will be primarily responsible for supporting the KSI business team in connection with the origination and management of private debt and equity transactions, including reviewing and negotiating transaction documents, assisting in deal structuring, and advising with respect to amendments, waivers and consents. In addition, the Deputy Chief Legal Officer will (a) support all KSI compliance activities, including developing and implementing policies and procedures, (b) assist with corporate governance activities, including preparing committee charters, and drafting resolutions and consents; and (c) advise on special projects, including capital raises, reinsurance and M&A activity. This is a dynamic, high-profile position for a selfstarting lawyer willing to take on new and challenging projects.
Support the KSI business team to structure, negotiate and close private credit and equity transactions across a variety of asset classes, including corporate private placements, structured finance, and private equity and venture capital, with a focus on optimizing capital efficiency.
Lead KSIs investments compliance function, including designing and implementing all investment compliance policies and procedures, the KSI Code of Ethics, conducting periodic team trainings, overseeing the quarterly compliance certification process, monitoring KYC/sanctions screening processes, and serving as a member of the investment compliance committee.
Maintain KSIs governance framework, including refining and overseeing KSIs committee structure, preparing charters, organizing and leading committee meetings, and overseeing the maintenance of minutes and meeting materials.
Manage all legal and compliance aspects of Kuvares external investment advisor relationships, including negotiating investment management agreements, vetting new product offerings, overseeing guideline compliance/breach resolutions, and resolving conflicts and consent requests.
Review and negotiate derivatives contracts for Kuvares domestic and Bermudan insurance entities.
Collaborate with KSIs operations team and Kuvares treasury department to facilitate trade management and settlement activities, and oversee all secondary trades of private assets.
Work with paralegal and junior legal staff to draft, review and negotiate vendor agreements, corporate leases, non-disclosure agreements, non-reliance letters, and other non-investment agreements.
Support the Kuvare enterprise in connection with special projects, including M&A and capital raising activities, enterprise liquidity programs and facilities, reinsurance and sidecar transactions, and regulatory examinations.
Remain abreast of all pertinent legal and regulatory developments impacting Kuvares investment operations, including NAIC/SVO updates, changes in insurance law and new court decisions.
Provide advice on investment advisory, insurance company regulatory, and other legal matters, and strategic guidance to KSI and Kuvare leadership regarding all investment related matters.
7+ years of relevant experience with a law firm or inhouse at a financial institution, with subject matter expertise in private placements and loan transactions; structured finance (including private ABS); private equity and other investment funds, rated note structures, commercial real estate loans, residential credit (including residential whole loans and singlefamily rental), and/or derivatives transactions; and deep knowledge/familiarity with investment advisory and/or insurance company investment regulations.
~ Excellent organizational skills, with ability to complete projects and other assignments efficiently and timely.
~ Strong customer service orientation.
~ Contract

Legal