Enstar Group
Senior Associate II, Investments – Alternatives Forecasting and Portfolio Intelligence
New York · Senior
Sponsorship not specifiedDetected 8 days ago
Data VisualizationNegotiationForecastingExcelM&AFP&ALeadershipAdaptabilityVariance Analysis
About the role
- The role translates portfolio data, performance, cash flow forecasts, and market intelligence into actionable insights supporting strategic asset allocation, M&A pricing, portfolio construction, and executive decision-making.
Responsibilities
- Develop and maintain asset- and strategy-level forecasts, financial plans, and M&A pricing models for all alternative and non-core investments
- Develop and maintain long-term capital market assumptions and strategic asset allocation inputs for alternative asset classes
- Build and maintain a suite of Power BI dashboards and lead alternatives data management across internal and external systems
- Drive continuous enhancement of forecasting and analytics capabilities
- Work in close coordination with the Portfolio Forecasting & Investment Analytics function supporting core fixed income to deliver integrated, firm-wide investment insights
- Develop, build, and maintain asset-level cash flow, NAV, gain/loss, and return projection models for existing and prospective investments across the Alternatives and Non-Core portfolios.
- Develop, build, and maintain strategy-level cash flow and NAV curve models, incorporating inputs from internal and external investment managers, and third-party data vendors across all Alternatives and Non-Core asset classes.
- Develop, maintain, and update investment projection models for individual alternative and non-core assets and/or asset classes to support Enstar's M&A pricing process; collaborate with regional investment teams and the fixed income analytics function to ensure models remain accurate, consistent, and adaptable as deal structures and asset classes evolve.
- Develop and maintain long-term risk/return assumptions and capital market inputs for alternative asset classes (Private Equity, Private Credit, Real Estate, Infrastructure, Hedge Funds, and Non-Core); support the firm's broader strategic and tactical asset allocation process in coordination with senior Investments leadership and the fixed income analytics function
- Develop, build, and maintain custom benchmarks for each alternatives asset class and sub-strategy, draw on public market equivalents (PMEs), peer group indices, and relevant return series; ensure benchmarks remain reflective of portfolio composition and investment mandate.
Nice to have
- incorporate management fees, carried interest, preferred return hurdles, and other fee components specific to each asset class and structure.
Compensation
- Lead the annual liquidity survey across the Alternatives portfolio; develop the next-year liquidity forecast - incorporating capital calls, distributions, and redemption estimates by asset and manager - and integrate these projections into the annual Alternatives financial plan.
- Develop, build, and maintain the Alternatives segment of Enstar's investment financial plan; run quarterly and annual planning cycles in partnership with the broader Investments team and cross-functional stakeholders including FP&A, and Treasury.
- Aggregate, analyze, and present total fees and expenses paid to alternative investment managers by strategy, fee type, fee category on an annual and ad hoc basis; support benchmarking of total cost of ownership across the alternatives program.
Company info
- Although we prefer candidates from the NY Metro area, we are also open to East Coast candidates interested in working remotely.
Visa & Work Authorization
- Serve as the subject matter expert for alternatives data and analytics within the Investments team; lead requests to produce and analyze portfolio exposures by relationship, sponsor, legal entity, region, sector, country, risk factor, currency, etc.
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