Bachelor's degree in Finance, Accounting, Economics, Mathematics, Actuarial Science, Risk Management, or related field.
6-7 years of experience in insurance, reinsurance, financial services, or asset management.
Strong grasp of life insurance, annuity products, and reinsurance regulations.
Experience supporting reinsurance transactions or insurance operations is preferred.
Proficient in Excel and financial or actuarial modeling with strong analytical skills.
Ability to distill complex information into actionable insights and plans.
Strong communication skills with the ability to collaborate across teams.
Responsibilities
Support the development and execution of investment strategies alongside senior leadership.
Assist in structuring and negotiating reinsurance transactions, including treaty documentation.
Manage relationships with investment partners, ratings agencies, and legal counsel.
Collaborate with actuarial, legal, finance, and operations for compliance and transaction execution.
Oversee junior investment staff and their workload.
Conduct market research and competitive analysis for investment strategy.
Monitor industry trends to adjust investment strategies accordingly.
Contribute to process improvements across product development and operational workflows.
Benefits
Opportunity to work in a collaborative, fast-paced environment.
Engagement with senior leadership in investment strategy development.
Chance to manage and mentor junior staff.
Exposure to diverse aspects of the investment process in insurance and reinsurance.
Access to professional growth and skill development opportunities.
Full Job Description
Crestline Investors is seeking a highly motivated Vice President / Director to join the Insurance and Reinsurance investment team within CL Life. This role supports the development, structuring, and execution of reinsurance and insurance-related investment strategies across life and annuity products. The title will be commensurate with the selected candidate's experience and qualifications. The ideal candidate will possess strong analytical and structuring capabilities, experience in insurance or reinsurance markets, and the ability to work across actuarial, legal, and operations teams in a fast-paced, collaborative environment.
Key Responsibilities:
Supports the development and execution of investment strategies in coordination with senior leadership.
Assists in structuring, negotiating, and executing reinsurance transactions, including treaty documentation and deal execution support.
Manages day-to-day relationships with key investment partners including investment origination teams, ratings agencies and legal counsel.
Partners with actuarial, legal, finance, and operations teams to support product filings, regulatory compliance, and transaction execution.
Oversees and manages the work of junior investment staff.
Conducts market research and competitive analysis to support investment positioning and strategic decision-making.
Monitors industry trends and supports adjustments to investment strategies based on market developments.
Contributes to process improvements across product development, reinsurance execution, and operational workflows.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, Mathematics, Actuarial Science, Risk Management, or a related field.
6-7 years of relevant experience in insurance, reinsurance, financial services, asset management, or related structuring/operational roles.
Strong understanding of life insurance and annuity products, reinsurance structures, and related regulatory frameworks.
Experience working with or supporting reinsurance transactions, product development, or insurance operations is strongly preferred.
Strong analytical and quantitative skills, with proficiency in Excel and financial or actuarial modeling.
Ability to synthesize complex information into clear recommendations and execution plans.
Excellent communication and interpersonal skills, with demonstrated ability to work across cross-functional teams and external partners.
Highly organized and capable of managing multiple priorities in a deadline-driven environment.
