Senior Associate II, Investments-Portfolio Forecasting and Investment Analytics

Enstar Group•New York, NY

4h•$152,000 - $160,000•Remote

About The Position

The Senior Associate II, Investments is a key member of Enstar’s Investments Team, supporting the Regional CIOs and broader Investments function through portfolio analytics, forecasting, and investment decision support. The role develops and maintains the models and analytical frameworks that underpin asset allocation, investment budgeting, M&A pricing, performance measurement, and portfolio forecasting across Enstar’s ~$20 billion global investment portfolio. Working closely with senior investment leadership, the role helps inform portfolio construction and investment decisions across Enstar’s operations in Bermuda, the United States, and the United Kingdom.

Requirements

6+ years of experience in investment forecasting, portfolio analytics, asset allocation, portfolio strategy, or a quantitative investment role.
Demonstrated experience building and maintaining asset-level forecasting models.
Understanding of investment management, capital markets, strategic and tactical asset allocation, and portfolio construction, with experience supporting portfolio optimization, asset allocation analysis, and investment decision-making processes.
Strong quantitative and analytical skills, including the ability to manipulate, validate, and analyze large and complex investment datasets, build forecasting models, perform scenario analysis, and apply statistical or quantitative techniques to investment-related questions.
Strong understanding of fixed income markets, portfolio construction, and investment risk metrics.
Strong written and verbal communication skills, with the ability to translate complex analyses into clear insights for investment committees, boards, and senior management.
Demonstrated ability to automate and scale analytical processes through programming, data modeling, or workflow design.
Experience using Python, SQL, VBA, or similar tools to automate investment analytics and forecasting processes.
Undergraduate degree in finance, economics, statistics, mathematics, or a related quantitative discipline.

Nice To Haves

Experience building analytical tools and investment models within an insurance company, insurance asset manager, or other insurance-focused investment organization.
Familiarity with alternative asset classes, including performance measurement, pacing projections, and cash flow forecasting.
Familiarity with insurance regulatory regimes across Bermuda, the United States, and the United Kingdom, as well as rating agency capital models.
Experience with investment-related platforms such as Clearwater, MSCI Risk Manager, Arcesium, and Bloomberg.
Experience applying AI-enabled tools, including LLMs, automation platforms, or quantitative research workflows, to improve investment analytics, forecasting, reporting, or data management processes.
Experience with Power BI or similar business intelligence and visualization tools.
CFA designation, progress toward the CFA charter, and/or an advanced degree in a relevant field.

Responsibilities

Develop and maintain the inputs to the portfolio optimization process, including capital market assumptions, constraints, and relative value analysis.
Build and maintain projections for the firm’s investment budget and longer-term investment outlook, including net investment income, total investment return, reinvestment assumptions, and pacing projections for alternative assets.
Own and continuously enhance the M&A pricing model used by regional investment teams, updating it with new market data and incorporating new investment strategies.
Track and explain actual investment results against budget, produce performance attribution by asset class, and prepare supporting analysis for investment committees and boards.
Maintain and enhance recurring analytics, dashboards, and presentation materials for senior management, investment committees, and boards.
Maintain portfolio exposure, monitor risk analytics, and measure asset-class benchmarks.
Maintain the models and analytical tools that regional teams rely on.
Provide analytical support to Tax, Accounting, Legal, Regulatory, Actuarial, Capital Management, and Treasury on portfolio-related questions.
Work in close coordination with Alternatives Forecasting & Portfolio Intelligence function supporting non-core projections to deliver integrated, firm-wide investment insights.

Benefits

Medical, Dental, and Vision healthcare for single and family coverage.
Virtual 24/7 urgent care with board-certified doctors and pediatricians.
Health Savings Account (HSA) or Flexible Spending Account (FSA).
Dependent Care FSA to cover daycare expenses.
Employee Assistance Programs (EAP) for health and well-being.
Optional Pet & Home/Auto Insurance.
Wellness Reimbursement program (up to $600 annual reimbursement for wellness-related expenses, i.e., gym memberships, massage, etc.).
401K retirement plan (company matches up to 6% of employee contribution).
One paid annual volunteer day.
Learning and development initiatives and resources.
Professional Qualifications and Study Support.
Training, Conferences & Seminars.
Access to LinkedIn Learning digital hub.