Associate, Structured Settlements Origination

Obra Capital; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

A finance firm in New York seeks an Associate for the Structured Settlements Origination team. The role involves supporting transaction sourcing, structuring, and execution while collaborating with brokers and carriers. Candidates should have around 3 years of experience in finance and strong analytical abilities. The position offers a full-time contract in a dynamic environment with a competitive salary range.

Qualifications

• Bachelor’s degree required; advanced degree a plus.
• Approximately 3 years of relevant experience at an insurance company, bank, or specialty finance platform.
• Strong financial and quantitative skills, including cash flow analysis.

Responsibilities

• Support the origination and execution of structured settlement transactions.
• Develop relationships with brokers and insurance carriers.
• Analyze transaction economics and pricing.

Skills

Financial and quantitative skills

Written and verbal communication

Attention to detail

Proficiency in Excel

Ability to work in fast-paced environment

Education

Bachelor’s degree

Advanced degree

Tools

Financial modeling tools

CRM systems

Job description

Associate, Structured Settlements Origination

Location: New York

Base Pay Range

$110,000.00/yr - $140,000.00/yr

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.

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
• 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

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales