Back to jobs

Associate, Insurance Accounting

New York, NY, USA


Obra Capital is seeking an Associate, Insurance Accounting to join the Finance & Accounting team with a primary focus on the firm’s life insurance investment portfolios. This role will support accounting, reporting, and cash control processes for portfolios backed by life insurance assets and related financing structures. The ideal candidate will be detail-oriented, organized, and comfortable working in a fast-paced environment that blends traditional accounting with investment and insurance analytics.

This position offers the opportunity to work closely with the investment, operations, and actuarial teams, gaining exposure to complex life insurance transactions, reinsurance vehicles, and long-duration asset strategies.

 

RESPONSIBILITIES

  • Support accounting and financial reporting for life insurance–related investments and entities.
  • Prepare and process daily wire transactions, cash transfers, and funding requests across life insurance portfolios.
  • Perform reconciliations of investment accounts, premiums, and cash movements associated with life insurance assets.
  • Record and maintain general ledger activity for insurance-linked assets, liabilities, and financing structures.
  • Assist with month-end and quarter-end close processes, including journal entries, schedules, and supporting documentation.
  • Coordinate with investment, operations, and actuarial teams to ensure accurate accounting treatment of life insurance policies, reserves, and proceeds.
  • Support audit requests, portfolio reviews, and ad hoc projects related to the life insurance investment business.
  • Contribute to process improvements, internal control enhancements, and system integrations across the finance function.

 

QUALIFICATIONS

  • Bachelor’s degree in Accounting or Finance required.
  • 2–4 years of accounting experience, coming from Big Four or other public accounting firm covering insurance clients.
  • Working knowledge of GAAP accounting and familiarity with insurance investment structures or policy valuation preferred.
  • Proficiency in Microsoft Excel; experience with general ledger or portfolio accounting systems a plus.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Ability to manage multiple priorities, meet deadlines, and operate effectively in a collaborative team environment.

 

Compensation: 

The expected base salary range for this role is outlined below. In addition to the base salary, total compensation may include a discretionary bonus based on performance. This range given is a best faith estimate which reflects a variety of factors, including years of relevant experience, education, location and other qualifications pertinent to the position. Base salary does not include any other performance based compensation such as year end cash bonus. 

The firm also offers robust Benefits offerings which include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; and Commuter Benefits plan for parking and transit. In addition all employees of Obra are provided with a daily lunch stipend.

Salary Range

$90,000 - $110,000 USD

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Obra Capital, Inc’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...