Special Situations Specialist

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading investment firm in New York seeks a Special Situations Specialist to support capital investment activities involving distressed assets and complex structures. The ideal candidate will possess strong analytical skills and a finance-related degree, focusing on financial modeling and risk assessment. Responsibilities include sourcing and monitoring investments, financial modeling, and collaborating with deal teams for optimal execution. Join a dynamic environment offering extensive involvement in investment strategies.

Qualifications

• Bachelor’s degree in relevant field required.
• Strong understanding of special situations investing.
• Experience in financial modeling or distressed investing preferred.

Responsibilities

• Support sourcing and monitoring of special situations investments.
• Conduct financial modeling and stress testing.
• Monitor portfolio performance and cash flows.

Skills

Financial analysis

Analytical skills

Attention to detail

Verbal communication

Written communication

Proficiency in Excel

Interest in distressed assets

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Tools

Excel

Python

R

SQL

VBA

Job description

Overview

Special Situations Specialist — Location: New York, NY; Employment Type: Full-Time; Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer).

Position Overview

The Special Situations Specialist supports investment teams in the analysis, execution, and monitoring of complex and opportunistic investment situations. This role blends financial analysis, transaction support, and operational oversight to facilitate investments in distressed or unique opportunities.

The position involves close collaboration with portfolio managers, deal teams, risk management, and operations to ensure accurate execution, monitoring, and reporting of special situations investments.

Key Responsibilities

• Support the sourcing, execution, and monitoring of special situations investments, including distressed debt, restructuring opportunities, and opportunistic equity
• Conduct financial modeling, scenario analysis, and stress testing to assess investment risk and return
• Assist with due diligence, documentation review, and closing of complex transactions
• Monitor portfolio performance, cash flows, and risk exposure in special situations portfolios
• Build and maintain analytical tools, dashboards, and reporting frameworks to track investment outcomes
• Research and track market trends, liquidity conditions, and sector-specific developments relevant to special situations
• Identify operational or structural inefficiencies and recommend solutions to optimize investment outcomes
• Prepare daily, weekly, and ad-hoc investment reports for senior management and investment committees

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• Strong understanding of special situations investing, distressed markets, and complex capital structures
• Experience or coursework in financial modeling, credit analysis, restructuring, or distressed investing (preferred but not required)
• Advanced analytical skills with exceptional attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
• Ability to work effectively in fast-paced, time-sensitive environments
• Clear written and verbal communication skills
• Interest in opportunistic investing, distressed assets, and complex transaction structures

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization
• Guidance on outreach to investment, special situations, and opportunistic teams
• Interview preparation for distressed investing, transaction support, and quantitative assessments
• To learn more or express interest in special situations and opportunistic investing roles, visit: https://www.careerlaunch.ai/