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Capital Advisory Specialist
Capital Advisory Specialist – Willis Re
Role Overview
Willis Re is seeking a commercially driven Capital Advisory Specialist to support the development and execution of capital, reinsurance, and strategic advisory solutions for insurance and reinsurance clients. This role sits at the critical intersection of reinsurance broking, capital markets, analytics, and client advisory, aiming to help clients optimise risk transfer, strengthen balance sheets, and access efficient – yet dynamic – sources of capital.
The ideal candidate brings a technical understanding of reinsurance and insurance capital, paired with strong relational and analytical skills. The role will require collaboration with broking, actuarial, analytics, consulting, and capital markets colleagues to identify market opportunities, shape client strategies, and deliver high-impact advisory solutions tailored to evolving market demands.
Key Responsibilities
Originating and Executing Advisory Solutions
- Develop and implement custom capital advisory and reinsurance solutions for insurers, reinsurers, and other risk-bearing entities
- Advise clients on:
- Capital optimisation
- Risk transfer strategy
- Balance sheet efficiency
- Rating agency considerations
- Access to both traditional and alternative reinsurance capital (e.g. ILS, private capital projects)
- Support structuring, negotiating, and placing:
- Reinsurance programmes
- Collateralised solutions
- Sidecars
- Quota shares
- Excess of loss arrangements
- Other capital-efficient risk transfer mechanisms
Client Advisory and Strategy
- Work closely with Willis Re broking teams to identify client needs and propose tailored advisory and placement solutions
- Analyse underwriting data, portfolio performance, capital requirements, and market capacity to refine risk transfer strategies
- Prepare high-quality, actionable client deliverables, including:
- Presentations
- Financial models
- Market submissions/pitch materials
- Transaction documentation
Client Relations and Stakeholder Management
- Build and nurture long-term relationships with:
- Insurers and reinsurers
- Investors, capital providers, and alternative capital markets participants
- Rating agencies
- Proactively monitor market trends (including reinsurance, insurance-linked securities, and regulatory developments) to advise clients on strategic positioning
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Business Development and Cross-Collaboration
- Lead business development initiatives, including tenders and strategic client reviews
- Participate in cross-selling campaigns across Willis Re’s broader broking, consulting, and capital solutions platforms
- Ensure all advisory and placement work adheres to regulatory, compliance, and quality standards
Required Skills and Experience
Essential Qualifications
- Proven experience working in one or more of the following domains:
- Reinsurance broking
- Capital advisory
- Insurance investment banking
- Insurance-linked securities (ILS)
- Actuarial consulting
- Underwriting or related capital markets fields
- Technical expertise in:
- Reinsurance treaty structuring and economics
- Insurance capital management (IAS 37/38, Solvency II, etc.)
- Risk transfer and balance sheet optimisation
- Market capacity, pricing, and quality-based facilities
- Analytical deepest dive skills, including experience with:
- Financial statements
- Underwriting data and portfolio analytics
- Loss trend modelling and internal (MCEV) vs external target capital analysis
- Stakeholder-maintained risk models
Soft and Technical Skills
- Commercial acumen with the ability to translate technical insights into business outcomes
- Clear, compelling communication for complex subjects to insurers, reinsurers, investors, and regulators
- Negotiation and stakeholder management to align multi-party interests
- Execution energy—versatile in managing live programs (negotiations, placements, or client advisory) in sensitive negotiations environments
- Precision and professionalism—compliance-focused with adroit handling of complex disclosure, record-keeping, and regulatory requirements
Secondary Tools and Competencies
- Advanced Microsoft Excel (modelling, finance functions, and VBA macros)
- Familiarity with TripAdvisor++, Synonymous, Dun & Bradstreet, secondary and tertiary alternatives research
- Advantage: Experience using Policylogix, Collibra, data visualisation tools or other proprietary reinsurance analytics platforms
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About Willis Re
Willis Re reimagines reinsurance by eliminating traditional assumptions, radically improving the client experience, and introducing the most effective capital financing innovations. Backed by WTW’s trusted brand and research capabilities, Willis Re leverages a position unique in our industry:
- Unconstrained by legacy systems, Willis Re blends broking expertise with cutting-edge analytics to drive risk solutions.
- Future-ready data technologies: RLMs, earning engines, machine learning, and AI-driven platforms tailored specifically to capitalize on emerging insights.
- Capability by design: A stores of actuarial modeling expertise, advanced analytics, and research capabilities are fully integrated across every aspect of Willis Re’s work, reflecting knowledge shared by the global Willis Towers Watson research team.
Our Purpose
Willis Re places great emphasis on innovation:
- Data-driven platform: A relentless focus on modernising traditional reinsurance to create future-proof solutions—leveraging powerful analytical tools powered by deep industry, catastrophe, and financial expertise.
- Inspiration from science: Willis Re’s Research Network strives to improve risk understanding and quantification—informing direct client outcomes.
Our Commitment to Inclusion and Flexibility
Willis Re fosters an environment where diversity, inclusivity, and flexibility are core. We are committed to promoting equal opportunities and welcome candidates from all backgrounds, regardless of protected characteristics.
For candidates with specific needs requiring accommodation, please contact talentacquisition@willisre.com.
Join Us
Willis Re is curious, collaborative, and ambitious, seeking talent that brings fresh perspectives and runs with energy. If you thrive at the intersections of technology, commercial insight, and client trust, your career at Willis Re will be anything but ordinary.
Visit our careers hub to explore open roles, track application progress, and discover opportunities tailored to your skills.
We’re eager to hear your story. Let’s shape something extraordinary.
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