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Finance & Investments Counsel
2 days ago
We are searching for an experienced Finance & Investments Counsel at our Connecticut office.
Finance and Investments Counsel
Full Time
Norwalk, CT
About The Company
Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients' businesses. We provide our clients with the services they need from in force transactions and product development to underwriting and new business strategies.
Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.
Position Summary
The Finance and Investments Counsel is responsible for supporting the company's investment, finance and capital management initiatives. This position reports directly to Wilton Re's Group Chief Legal Officer.
Role 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.
Basic Qualifications
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.
Prior experience within insurance or reinsurance, specifically life insurance highly preferred.
Solid organizational and project management skills with an ability to work autonomously and adapt to various types of styles and processes.
Knowledge of statutory accounting for life companies preferred but not required.
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.
Required Education / Certifications
JD from an ABA accredited law school.
Member of the Bar in good standing of any US jurisdiction.
Pay/Location:
Norwalk, CT
Hybrid Structure
Occasional travel may be required
This role may be filled at a level dependent on the experience and qualifications of the applicant.
Base salary/hourly rate range for this position in Connecticut is between $190,000 and $ 215,000. Please note that specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training, and experience.
Base salary is just one component of Wilton Re's total compensation package for employees. Additional compensation includes annual performance-based bonus, 401K with employer contribution, and profit-sharing program. Employee may also be eligible for long-term incentives. All incentives and benefits are subject to the applicable plan terms.
What We Offer
Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
401(k) plan with employer contribution - US Employees Only
Profit Sharing Program
Competitive parental leave
Health, vision, dental, and life insurance, including access to health and wellness programs
Actuarial Development Program (ADP) for Actuarial employees taking exams
Employee Assistance Program (EAP)
Current hybrid working environment
Employee Engagement Events and various committees on site to join
Wilton Re strives to attract, develop, and retain a diverse workforce. We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported. Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination. A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential.
To All Recruitment Agencies: Please do not send any resumes or solicitations regarding open positions to Wilton Re employees unless you have been requested to work on this position or other positions with Wilton Re; please reach out to your main point of contact. Wilton Re is not responsible for any fees related to unsolicited resumes.
