Associate, Financial Modeling & Portfolio Analytics
Obra Capital is seeking seeking an Associate, Financial Modeling & Portfolio Analytics to join our New York office full-time. This role will be instrumental in supporting the Investment team with complex financial modeling, portfolio analytics, and strategy development. This individual will play a central role in constructing and maintaining models that drive portfolio decisions, investment forecasts, asset pricing, and performance reporting. The ideal candidate will bring deep Excel expertise, strong investment judgment, and a proven track record of building accurate, scalable models that support institutional capital deployment.
BELOW ARE A LIST OF RESPONSIBILITIES AND QUALIFICATIONS:
Responsibilities:
Build, refine, and maintain detailed financial models to support asset-level pricing, portfolio valuation, cash flow forecasting, and scenario analysis
Conduct stress testing and return modeling for a range of longevity-contingent and insurance-linked investments
Evaluate new transactions and portfolio construction strategies in partnership with investment professionals
Analyze trends in performance drivers including mortality experience, premium obligations, and duration
Own and enhance Excel-based templates used for deal evaluation, portfolio monitoring, and investor reporting
Collaborate with internal analytics and data teams to automate and streamline modeling workflows
Translate model outputs into actionable insights and clearly communicate results to senior stakeholders
Education and Qualifications:
Bachelor’s degree in Finance, Economics, Engineering, Mathematics, or a related quantitative field
3+ years of professional experience in financial modeling, investment analysis, portfolio analytics, or a related role—experience in insurance-linked assets, structured finance, or actuarial modeling is a strong plus
Advanced Excel proficiency is required—ability to build dynamic, logic-driven models from scratch; experience with VBA/macros is a plus
Familiarity with SQL, Python, or other analytical tools is helpful but not required
Strong attention to detail, analytical rigor, and ability to translate complex data into investment insights
Clear communicator with the ability to synthesize modeling results for both technical and non-technical audiences
Highly self-motivated, intellectually curious, and comfortable working in a fast-paced investment environment
Salary range is $110,000 – $130,000. Salaries may vary based on factors, such as skill, experience, and qualification for the role