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This executive role oversees the Institutional Life insurance investment platform, driving product strategy, investment decisions, and competitive positioning to enhance business performance and client outcomes.
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Asset ManagementFixed IncomeInvestment PlatformsLife InsurancePrivate PlacementRegistered Funds
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Senior Director role involves leading structured finance research and originations, underwriting transactions, negotiating terms, and performing in-depth credit analysis while collaborating with various stakeholders.
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AbsCash Flow ModelingCredit AnalysisFund FinanceStructured Finance
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Review and determine suitability for annuity, life insurance, and mutual fund transactions as a Registered Principal. Investigate escalated cases, guide agents, monitor trends and compliance risks, and lead process improvements to enhance controls, reporting, training, and operational effectiveness.
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Ai-Enabled Business Tools
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead expansion of New York Life's Pension Risk Transfer capabilities, from product design and market positioning to cross-functional launches. Build business cases, monitor market trends, drive strategy, and present recommendations to senior leadership while collaborating with actuarial, investments, legal, operations, and distribution teams.
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Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead origination of commercial mortgage loans across the Northeast, sourcing deals, underwriting and structuring loans, conducting due diligence, negotiating terms, closing transactions, and managing regional portfolio relationships. Support portfolio monitoring, business development, and stakeholder engagement, with regular travel for marketing and borrower relationship activities.
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ArgusExcel
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Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Contract Associate will draft and file group annuity contracts, manage regulatory filings, coordinate internal communications, support product development, and assist with client interactions and presentations.
Top Skills:
ExcelMicrosoft WordOutlookPowerPointSalesforceSerffTableau
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Support investor relations for Apogem's direct lending strategy by producing and updating client-ready presentations and marketing materials, responding to RFPs/RFIs and inbound data requests, maintaining CRM and data room content, tracking deliverables, and collaborating with sales, investment, BI, operations, compliance, and legal teams. Use AI tools to improve efficiency.
Top Skills:
Ai ToolsCRMExcelMicrosoft PowerpointMicrosoft Word
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Conduct credit underwriting and due diligence for private credit investments: build and manage complex financial models, prepare underwriting memos and term sheets, support legal closings, manage portfolio accounts, conduct industry research, identify risks, and mentor junior staff.
Top Skills:
ChatgptCopilotExcelMicrosoft PowerpointMicrosoft Word
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Senior Associate will manage expense reporting, analysis, budgeting, and forecasting for Agency and Field Experience, guiding junior staff and enhancing reporting capabilities.
Top Skills:
AnaplanDatabricksExcelPowerPointSAPTableau
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Support GP stakes investing by leading financial models and diligence, conducting market and competitive research, sourcing and outreach to GPs, drafting investment committee materials, and performing ad hoc valuation, LP reporting, and fundraising support on a small team.
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CapiqExcelPitchbookPowerPointPreqin
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