Associate, Corporate Accountant - Life Insurance jobs in United States
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Obra Capital · 19 hours ago

Associate, Corporate Accountant - Life Insurance

Obra Capital, Inc. is a specialized alternative asset management firm that provides investment products and solutions across various domains. They are seeking an Accounting Associate to support accounting, reporting, and cash control processes for life insurance investment portfolios, while working closely with investment, operations, and actuarial teams.

Asset ManagementCreditFinancial ServicesInsurance

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

Qualification

Accounting degreeGAAP accountingLife insurance experienceMicrosoft ExcelAnalytical skillsOrganizational skillsProblem-solving skillsCommunication skillsInterpersonal skills

Required

Bachelor's degree in Accounting or Finance required
2–4 years of accounting experience, preferably within life insurance, investment management, or related financial services
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

Preferred

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

Benefits

Annual performance-based bonus.
Comprehensive benefits package including medical, dental, and vision insurance, 401(k) with employer match, and paid time off.

Company

Obra Capital

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Obra Capital is a financial company that provides credit, insurance, consulting, wealth, and asset management services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Aquarian HoldingsRedBird Capital Partners
2024-08-22Private Equity
2024-08-22Debt Financing
2023-10-16Secondary Market

Leadership Team

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Blair Wallace
Chief Executive Officer
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Company data provided by crunchbase