Associate, Pricing and Optimization

 

Obra Capital is seeking an Associate, Pricing and Optimization to join our growing asset management team. The role sits within the policy group and will help manage all aspects of the owned policies. Day to day will involve evaluating the existing life contingent assets and ensuring they still align with portfolio objectives. In addition, this will work closely with the new acquisition team to optimize pricing. 

BELOW ARE A LIST OF RESPONSIBILITIES AND QUALIFICATIONS:

Responsibilities

  • Work in the evaluation of existing life contingent assets by providing in-depth  analytical support.

  • Investment monitoring and performance reporting including, but not limited to, building reports, models, and performing analysis for current and potential investors.

  • Maintain policies by creating and optimizing premium streams.

  • Managing the grace notice and premium payment process.

  • Manage various special projects on an ad-hoc basis that require analytical expertise.

  • Master knowledge around portfolio management and the quantitative mechanics that underlie life contingent assets.

  • Determine the value of life settlements on the secondary and tertiary market.

  • Develop new and maintain existing pricing models.

  • Communicate with clients, agents, and brokers to ensure case documentation is complete.

  • Work with case managers to ensure timely response to clients.

  • Compile data and produce reports to track market pricing trends.

Qualifications:

  • Bachelor's degree BA/BS in: Business, Economics, or Finance or 1-4 years of experience in Life Settlements, Investment Banking, Corporate Finance, Consulting or related fields.

  • Competence in Microsoft Excel, Word and PowerPoint.

  • Experience with life insurance products is a plus.

  • Financial modeling is a plus.

  • Experience with ClariNet or Maps a plus.

 

We are open to applicants in a variety of geographic locations. In accordance with New York State pay transparency laws - the salary range for candidates within NYC is $75,000 to $100,000 per year.

Salaries may vary based on factors, such as skill, experience, and qualification for the role.

 
 
Guest UserNew York | NY