Senior Associate or Vice President, Investments

Overview

This role is for a Senior Associate / Vice President, Investments and supports the full transaction lifecycle for the organization’s non-single-event business lines, including:

• Bulk purchases of medical lien receivables
• Acquisitions of pre-settlement funding portfolios
• Attorney lending

The Investment Professional will be trained to source, underwrite, structure, and execute transactions, and to manage the resulting assets through resolution. Vice President candidates are expected to lead transactions with greater independence and help develop junior team members.

Responsibilities

Sourcing and Pipeline Management

• Partner with sales teams, brokers, and referral sources to convert prospective medical providers, pre-settlement funders, and law firms into closed transactions
• Screen inbound bulk receivable, portfolio purchase, and attorney lending opportunities against investment criteria and return thresholds
• Manage and maintain the pipeline of active opportunities, including tracking status, data requests, and next steps
• Prepare marketing materials, indicative pricing, and preliminary analyses for prospective counterparties
• Participate in prospect and client meetings, including periodic travel to counterparties

Underwriting and Due Diligence

• Conduct portfolio-level due diligence on medical lien receivables and pre-settlement portfolios, including concentration analysis by law firm, provider, state, case type, and modality
• Build and maintain static pool, collection curve, duration, and cash flow models to project returns and downside scenarios
• Perform corporate, principal, and guarantor diligence on medical providers, pre-settlement funders, and law firms for attorney lending facilities
• Analyze historical reduction, write-off, and resolution timing data to validate underwriting assumptions and pricing
• Coordinate legal, servicing, and operational diligence with internal teams and outside counsel
• Review case-level data, lien documentation, and servicing files to assess collateral quality and enforceability

Transaction Structuring and Execution

• Draft term sheets and proposals across a range of structures, including outright purchases, forward flow arrangements, lines of credit, and non-recourse advances with upside-sharing or promote features
• Prepare investment committee memoranda and return models for transaction approval
• Support negotiation of definitive documentation (including purchase agreements, credit agreements, and servicing agreements) in coordination with Legal
• Facilitate asset boarding, funding mechanics, and treasury coordination at closing
• Support post-closing items including go-forward fundings, re-underwrites, audits, and amendments

Portfolio Management and Asset Monitoring

• Monitor performance of acquired portfolios and attorney lending facilities, including paydown timing, collections, covenant compliance, and realized versus underwritten outcomes
• Maintain portfolio reporting on yield, MOIC, IRR, vintage trends, and concentration by counterparty, law firm, provider, and geography
• Identify emerging risks and underperformance trends and help develop remediation plans with Servicing and Legal
• Prepare materials for regular portfolio reviews with leadership; support borrowing base and capital partner reporting with Finance
• Support investor and lender diligence requests related to portfolio performance and asset quality

Data, Analytics, and Process Improvement

• Build and maintain underwriting templates, return models, and decision-support tools across bulk receivables, pre-settlement, and attorney lending
• Improve feedback loops between origination, underwriting, Servicing, and realized performance
• Support development of portfolio analytics, scenario analysis, and forecasting frameworks
• Leverage AI tools day-to-day to accelerate diligence, modeling, memo drafting, and data analysis; identify and help implement process-improvement, automation, and AI opportunities to streamline deal execution and strengthen portfolio oversight

Relationship Management and Collaboration

• Establish and cultivate long-term relationships with medical providers, pre-settlement funders, law firms, brokers, and institutional capital partners
• Coordinate across Sales, Legal, Servicing, and Finance to ensure a seamless counterparty experience from sourcing through post-closing support
• Foster coordination across business lines and contribute to a collaborative, data-driven team culture

Qualifications

• 3–5 years (Senior Associate) / 5–7 years (Vice President) of direct experience in structuring, underwriting, or executing financial transactions, preferably in asset-based finance, specialty finance, structured credit, or receivables investing at an investment bank, private credit fund, asset manager, specialty finance company, or similar institution
• Strong quantitative, financial modeling, and analytical skills, including experience building cash flow models and analyzing portfolio-level data (static pools, collection curves, concentrations)
• Working understanding of risk-adjusted return analysis, asset performance monitoring, and transaction structuring
• Experience drafting investment memoranda and reviewing financing structures and associated legal agreements; Vice President candidates should have a demonstrated track record of independently leading transactions from sourcing through closing
• Strong attention to detail, commercial judgment, and the ability to manage multiple transactions simultaneously in a fast-paced environment
• Clear written and verbal communication skills, with the ability to engage credibly with counterparties, capital partners, and senior leadership
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, and using AI tools (e.g., Copilot, ChatGPT, Claude) as an everyday part of the workflow for analysis, drafting, and research; experience with SQL, Power BI, Salesforce, or similar tools a plus
• Familiarity with litigation finance, medical receivables, pre-settlement funding, law firm lending, or adjacent esoteric asset classes preferred
• Bachelor’s degree required

Preferred Qualifications

• Familiarity with litigation finance, medical receivables, pre-settlement funding, law firm lending, or adjacent esoteric asset classes

Location

Remote position.

Compensation & Benefits

• Title and compensation will be commensurate with experience.

Reporting Structure

• Reports to the Executive Vice President of Investments.
• Works closely with the CFO, Legal, Servicing, Sales, business line heads, and institutional capital partners.