Posted 4mo ago

Associate, Special Situations

@ Obra Capital
New York, New York, United States
$110k-$140k/yrOnsiteFull Time
Responsibilities:originate deals, manage relationships, analyze pricing
Requirements Summary:Bachelor’s degree; about 3 years in insurance/banking/structured settlements; strong financial, analytical, and communication skills.
Technical Tools Mentioned:Excel, Financial modeling, CRM
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Job Description


Position Overview
Obra Capital is seeking an Associate to join its Structured Settlements Origination team in New York. This role will support the sourcing, structuring, underwriting, and execution of structured settlement transactions across a national network of brokers, advisors, insurance carriers, and other counterparties. The ideal candidate will have approximately three years of experience originating or executing transactions within an insurance company, bank, or specialty finance platform and will demonstrate strong analytical capabilities and commercial judgment.

Key Responsibilities

  • Support the origination and execution of structured settlement transactions from initial sourcing through closing

  • Develop and maintain relationships with structured settlement brokers, insurance carriers, attorneys, and other market participants

  • Analyze transaction economics, pricing, and risk characteristics to support investment decisions

  • Assist in underwriting cash flows, reviewing legal and settlement documentation, and coordinating due diligence

  • Prepare internal investment memoranda and materials for senior management and investment committees

  • Track pipeline activity and maintain deal-level reporting and CRM systems

  • Coordinate with internal legal, compliance, operations, and finance teams to ensure timely and accurate transaction execution

  • Monitor market trends, competitive dynamics, and pricing in the structured settlements market

Qualifications

  • Bachelor’s degree required; advanced degree a plus

  • Approximately 3 years of relevant experience at an insurance company, bank, structured settlement firm, or specialty finance platform

  • Direct experience originating, structuring, or supporting transaction execution is strongly preferred

  • Strong financial and quantitative skills, including cash flow analysis and pricing

  • Excellent written and verbal communication skills

  • High attention to detail with the ability to manage multiple transactions simultaneously

  • Proficiency in Excel and financial modeling; experience with CRM systems is a plus

  • Ability to work effectively in a fast-paced, transaction-oriented environment

Why Obra Capital

  • Opportunity to join a growing, specialized investment platform with a strong market reputation

  • Exposure to complex, high-impact transactions within a niche asset class

  • Collaborative culture with direct access to senior investment professionals

  • Competitive compensation and benefits commensurate with experience


In accordance with New York pay transparency laws the expected base salary for this position is $110,000 to $140,000 per year. Base salary does not include other compensation such as cash bonus.