Enstar Group

Role Description The Senior Associate I, Portfolio Analytics, will support the ownership of data and analytics used across Enstar’s Core and Alternative Assets. This includes working with internal and external data sources, identifying critical elements within these sources, transforming the data into a usable format, and loading it into quantitative models for Enstar’s investment portfolio analytics. Key Accountabilities / Deliverables - Core Investment Analytics Responsibilities: - Capturing and transformation of data from various sources (Clearwater, MSCI, Bloomberg, Excel, CSV files, etc.) within the Investments data warehouse platform (Arcesium) and producing an Investments Book of Record (“IBOR”). - Supporting modelling of core/non-core assets for performance measurement (including benchmarking and attribution). - Look-through analysis of Fund of Funds. - Implementing various dashboards within Fabric or Power BI in support of Investments Team reporting processes. - Alternative Investment Analytics Responsibilities: - Alternative investments data capture, workflow/deal management, and building analytics within Power BI/Fabric model. Job Responsibilities - Core Portfolio: - Develop, maintain, and validate pipelines for ingesting core assets data within the Arcesium data platform. - Transformation of data to produce IBOR for supporting/producing core asset analytics. - Alts Portfolio: - Develop, maintain, and validate Power BI datasets/dataflows for Alternative Investments within Fabric. - Support and enhance the current process of code changes, deployments, and production support, responding to critical business queries. - Liaise with key stakeholders - Vendors, Regional and Alternative Investment Teams, Risk, Capital Management, Investment Accounting, and Treasury for investment-related data and forecasts. - Develop & maintain reports/dashboards/paginated reports that capture key Investment analytics for Board and Investment Committee (“IC”) materials. - Build, maintain, and enhance the Investments Data warehouse (Arcesium) for ingesting data of core assets from various stakeholders. - Work in close coordination with the Alternatives and Non-Core Specialty Mandates team to provide analytical and quantitative solutions for Alternatives and Non-Core investments. - Support Head of Investment Operations & Reporting in achieving the Investment team’s overarching mission of identifying, modelling, measuring, and reporting of the investment portfolio strategy, positioning, and performance. - Build, maintain, and enhance existing Power BI power queries, DAX measures, datasets, dataflows, online and paginated reports, and dashboards for Alternatives and Core assets. - Optimize Alternative investments data pipelines and ensure data quality is pulled from multiple sources into our cloud-based Investment Data and Analytics Platform. - Provide solutions to capture, track, and update security master information, commitments schedule by entity, fund documents, call notes, fund returns, manager scorecard data, monitoring status, statement status, compliance status, etc., on private equity funds, co-investments, hedge funds, and long-only funds. Qualifications - 3-5 years relevant experience in computer or software engineering, applications/systems development, data engineering, data science, data analysis at an investment manager/insurance company, pension plan, endowment, custodian, fund administrator, investments system vendor, investment consultant or financial services firm. - Bachelor's Degree in Computer Science, Engineering, Math, Finance, or Science. - Strong technical, analytical, and communication skills. - Fluent in dimensional and data modelling. - Working knowledge of Advanced SQL and building pipelines for ETL processes. - Demonstrable experience and knowledge of Power BI development, including Power Query and Dataflows, designing Power BI datasets, and highly proficient in writing DAX measures. - Data visualization skills in Power BI and demonstrated experience with Conditional Formatting, Tool Tip pages, Drill Through pages, Bookmarks, and Buttons, etc. - Proficiency with Advanced Excel, MDX or CUBE Functions in Excel (CUBSET, CUBEVALUE, CUBEMEMBER), and experience setting up Excel dashboards connected to Power BI datasets. - Exposure to General Asset management for the Insurance industry with knowledge on risk metrics, performance analysis/attribution. - Functional knowledge of alternative investments and analytics such as Commitments, NAV, TVPI, DPI, IRR, Time Weighted Returns, etc. will be a plus. - Proficiency in data storage, query, and reporting/analytics optimization. - Comfortable creating business and technical requirement documents, conducting technical impact analysis, creating development estimates, and assessing project risk. - Ability to read, write, and develop to technical requirements. - Ability to coordinate with external vendors, asset managers, IT support. - Ability to partner closely with Technology, Finance, Treasury, and other functional teams across the company. - Experience with paginated reports (Report builder). - Experience with advanced scripting in Tabular Editor 2.0, and knowledge of DAX Studio is a plus. - Experience with VBA, SQL, Python, SSRS, SSIS and/or other data analysis/programming languages a plus. - Ability to work collaboratively with cross-functional teams and departments. - Ability to prioritize, manage, and execute on multiple projects in a high-performance, collaborative environment. - Detail-oriented approach and demonstrated track record of problem-solving in a team-based, results-focused environment. - Passion for continuously improving existing capabilities and a strong desire to help support business growth. - Excellent communication skills. - Progress towards CFA or CAIA is a plus. - Prior experience/exposure working with the Arcesium Data platform (Aquata) is a plus. - Familiarity with the Clearwater accounting system is a plus. Benefits - Enstar offers best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians are available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to 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.

Role Description This role is responsible for leading Enstar’s global benefits, wellbeing and leave offering while also serving as the lead benefits workstream owner for the integration of an acquired business. The role has a full global remit across multiple regions. The position ensures the effective design, delivery and governance of global benefits programmes, with particular focus on: - Benefits operations - Compliance - Vendor management - Employee communications - Service delivery In parallel, the role will coordinate all benefits integration activities required to support a seamless Day 1 and stable post-close transition of a newly acquired US business, including: - Due diligence - Transition planning - Systems enablement - Stakeholder management - Financial assessment - Risk mitigation - Employee experience The role requires strong technical benefits expertise, project leadership capability and the ability to balance compliance, cost, operational excellence and change management in a fast-moving environment. Qualifications - Bachelor’s degree or equivalent relevant experience. - 8+ years of benefits experience, with significant responsibility for programme management and operational delivery. - Demonstrated experience leading or supporting M&A, acquisition, transition or integration projects, ideally with responsibility for benefits workstreams. - Professional credibility with lived experience of Benefits vendor relationships, broker management, system management and design, benefits operations. - Experience working within a small, highly visible organisation where flexibility, adaptability and a hands-on approach are essential. - Ability to navigate complex change, manage multiple stakeholders and deliver high-quality outcomes in fast-moving environments. - Excellent project management, organisation and communication skills. - Ability to think strategically and tactically and translate strategy into practical delivery plans. - Strong technical knowledge of global benefits, pensions, wellbeing and leave programmes, with particularly deep expertise in US benefits and their operational and compliance management requirements with the ability to operate across both strategic and operational agendas. - Understanding of compliance, reporting, audit and governance requirements relevant to benefits and pensions administration. - Strong analytical and numeracy skills, including experience developing cost models, evaluating options and interpreting programme data. - Ability to write and present materials clearly for both technical and non-technical audiences, including during periods of organisational change. Requirements - Lead the management, governance and continuous improvement of global benefits, wellbeing and leave programmes. - Lead end-to-end benefits integration activity for acquired businesses, including due diligence, transition planning, day 1 readiness and post-close stabilisation. - Design the target benefits operating model, governance framework and integration approach for the acquisition in partnership with HR, Payroll, Finance, Legal, IT and external advisors. - Act as the senior subject matter expert for benefit programmes, including renewals, policy development, plan changes, vendor management and service performance, providing guidance and support to HR, managers, and employees. - Oversee global benefits administration and delivery, with a substantial proportion of time focused on US benefits operations, compliance and service execution. - Develop cost baselines, model scenarios and proposals for decision-making on benefit plans, vendors and transition options. - Lead employee communications for benefits programmes and acquisition-related changes, including enrolment support, FAQs and briefing materials. - Plan and deliver annual open enrolment activity, including materials, provider coordination and timely processing of changes. - Ensure accurate and timely processing of benefits payments, billings, reconciliations and cost allocations, with appropriate data shared with third parties. - Maintain compliance with relevant pensions, leave and benefits legislation, and support audits, filings and regulatory updates. - Support the implementation and optimisation of benefits administration processes, HRIS workflows and systems changes for both business-as-usual and integration activity. - Monitor spend, utilisation, vendor performance and service outcomes, providing analysis and recommendations to HR leadership. - Undertake other duties from time to time as the Company may reasonably require. Benefits - Enstar offers best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians are available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to 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.

Role Description The Data Privacy Manager - US will be a key member of Enstar's Data Privacy function, working closely with the Head of Data Privacy to design, implement, and maintain a robust, multi-jurisdictional data privacy programme across the US. The role holder will be instrumental in embedding a culture of privacy awareness across the business, ensuring compliance with applicable data protection laws across all US territories in which Enstar operates, and supporting the business in managing privacy risk in a fast-moving regulatory environment. This is a technically demanding role requiring an experienced privacy professional who is performance-driven and comfortable operating across both legal and operational dimensions of data privacy. The role requires strong communication and collaboration across all functional areas within Enstar and the ability to support the delivery of an effective privacy program and solutions that balance regulatory requirements and business objectives. What you will be doing - Regulatory Compliance and Governance: Support the Head of Data Privacy in maintaining compliance with applicable data protection legislation across all operating US jurisdictions and our other jurisdictions if required (UK, EU, Bermuda, and Australia), managing the maintenance and updating of the ROPA, monitoring regulatory developments as part of the Horizon Scanning Framework, and managing regulatory registrations and filings. - Privacy by Design: Manage the initiative to embed privacy by design default principles primarily across the US businesses and our other jurisdictions if required. - Data Subject Rights: Manage the end-to-end handling and recording of data subject rights requests across the US and our other jurisdictions if required. - Privacy Notices and Consent Management: Manage the review process and updating of privacy notices and cookie consent management. - Privacy Assessments: Manage the end-to-end privacy assessment processes for PIAs, DPIAs, and LIAs. - Third-Party and Vendor Management: Ensure Data Processing Agreements (DPAs) are in place with all relevant data processors, manage privacy due diligence on third-party suppliers as part of the Supplier Engagement Framework. - Data Breach Management: Support the management of personal data incidents from identification to resolution, if required, support the DPO in the assessment and management of notifiable breaches across jurisdictions, manage the testing of the Data Breach Response Plan, and liaise with Information Security to align incident management processes. - Training, Awareness and Culture: Design and manage the delivery of data privacy training programmes for employees/contractors at all levels, monitor training completion rates, champion privacy awareness across the business. Assist with the design of the Data Privacy Champions Programme and manage the deployment and development of the Champions Programme. - Privacy Risk Management: Manage the maintenance and development of the data privacy risk register within the Group’s ERM framework and GRC platform across all jurisdictions. To proactively identify and assess privacy risks, develop proportionate mitigation plans, processes, and controls, track and report on risk mitigation actions, and collaborate with relevant business functions. - Policies, Procedures and Documentation: Develop, maintain, and review data protection policies and procedures across all jurisdictions, manage the policy review schedule, prepare management information, and reporting on the status of the privacy programme for the Head of Data Privacy and relevant stakeholders. - International Data Transfers: Manage all international data transfer mechanisms across all operating jurisdictions, ensure all transfer mechanisms are current, properly documented, and subject to regular review; manage the production of TIAs or TRAs where required; and maintain oversight of cross-border data flows arising from third-party arrangements. Qualifications - A minimum of four to six years of substantive, hands-on data privacy experience, ideally gained within a regulated financial services, insurance, or professional services environment. - Relevant professional qualification CIPP/US, CIPM or equivalent. - Demonstrable expertise in US privacy law (GLBA, CCPA/CPRA, state privacy laws) at a state and federal level. - Practical experience of managing data subject rights programmes at volume, including SARs in a regulated sector context. - Proven experience of conducting DPIAs and providing Privacy by Design advice to business stakeholders. - Experience of negotiating and reviewing Data Processing Agreements and international data transfer mechanisms. - Demonstrable experience of managing personal data breaches and advising on regulatory notification obligations. Desirable - Relevant professional qualification CIPP/E. - Demonstrable expertise in UK GDPR and the Data Protection Act 2018, with solid working knowledge of EU GDPR and at least one of: US privacy law (GLBA, CCPA/CPRA, state privacy laws), or Australian privacy law (Privacy Act 1988, APPs, NDB scheme). - Experience in the insurance or reinsurance sector, with familiarity with insurance-specific data processing activities (claims, underwriting, fraud prevention databases, actuarial processing). - Knowledge of the NAIC Insurance Data Security Model Law and state insurance commissioner notification requirements. - Familiarity with the California Insurance Information and Privacy Protection Act (IIPPA) and its 2023 amendments. - Experience of working within a multi-jurisdictional privacy programme spanning EEA, UK, US and/or Australian operations simultaneously. - Legal qualification (solicitor, barrister or overseas equivalent) or privacy law academic background. Benefits - Enstar offers best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians are available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to 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.

Role Description The Investments Senior Associate partners with the Head of Alternatives and Non-Core Specialty Mandates and the Alternative Investments team to support portfolio oversight, forecasting, reporting, and manager evaluation across the Alternatives and Non-Core portfolios. - Monitor existing external managers and underlying investments - Build and maintain asset models and financial plan projections - Support portfolio management, performance analysis, and stakeholder reporting - Execute manager due diligence, including evaluation and recommendation materials - Deliver ad hoc analyses and projects to support investment decision-making Enstar has 30+ managers across Alternatives (Private Equity, Private Credit, Real Estate, Infrastructure, Hedge Funds) and Non-Core (High Yield, Public Equity, CLO Equity) asset classes. These are targeted to represent 30% of approximately $20B in total investable assets and are expected to contribute a significant portion of projected investment return; the remainder is managed by core fixed income managers (outside the scope of this role). Qualifications - 4-6 years minimum experience in an institutional investment role focused on sourcing, due diligence, and monitoring external managers, with emphasis on the alternative strategies noted above. - Experience within an insurance company environment—such as an investment general account, CIO office, or insurance asset manager—is strongly preferred. - Demonstrated proficiency in screening and conducting due diligence on alternative investment funds. - Prior experience in tracking, monitoring, and reporting on a sub-portfolio or sub-strategy within a broader investment program. - Deep understanding of investment management, asset allocation (strategic and tactical), and capital markets. - Bachelor’s degree required; Master’s degree preferred. - Progress toward CFA and/or CAIA designations is preferred. - Applicable experience and understanding of non-core asset classes, including: public equity, private equity, real estate, hedge funds, infrastructure, CLO equity, high yield, bank loans, emerging market debt, and other alternative investments. - Deep understanding of statistical concepts, methods, and models, and their application to investments. - Knowledge of performance measurement and attribution, and benchmark construction required. - Proficient with calculating alternatives performance measures, and metrics such as TVPI, DPI, IRR, TWR, Unfunded, Exposure etc. - Proficiency in financial statement analysis, asset and portfolio NAV, Cash-flow, Gain-Loss forecast modelling, LBO modelling. - Excellent quantitative skills required for the asset modelling, performance measurement, portfolio construction and risk measurement processes. - Strong written communication is required for communications with the Investment Committee, Board of Directors, and various internal and external stakeholders. - Ability to prioritize commitments and time management is a significant requirement given the nature of our operations. - Ability to use Excel and PowerPoint is critical, given the requirement to develop investment analytics and proposals. - Strong collaborator with other functional areas and executive management to ensure consistency and efficiency of approach. - Ability to engage in crucial conversations to ensure effective decision making. Requirements - Ongoing Monitoring of Existing Managers, and Investments - Quarterly Monitoring: Support initial and ongoing relationships with assigned managers; produce quarterly investment updates; and ensure the accuracy of existing ratings. - Performance Measurement and Attribution: Analyze and explain absolute and relative performance; attribute results versus budget, assigned benchmarks, and peer groups. - Manager Scorecards: Maintain scorecards for funds, strategies, and managers using a combination of qualitative and quantitative analysis. - Peer Group Analysis: Deliver peer-group comparisons for existing and prospective managers and strategies. - Investment Data Management: Maintain up-to-date mandate, manager, and investment data across internal databases and third-party systems. - Asset Modelling and Financial Planning - Asset Modelling: Develop, maintain, and update NAV, cash flow, gain/loss, and return projection models for assigned investments and managers. - Plan Development: Support the setup, execution, and ongoing maintenance of Alternatives financial plan projections. - Portfolio Management and Reporting - Investment Execution Support: Support negotiations for new investments; coordinate with regional investment teams, risk management, investment operations, investment accounting, legal counsel, external vendors, and investment managers. - Onboarding and Setup: Onboard new managers and investments in coordination with regional investment teams, legal, investment accounting, investment operations, and IT, as well as external managers and vendors; ensure internal systems and databases are updated with complete and accurate manager and investment data. - Compliance: Monitor adherence to internal and external portfolio constraints; escalate and support remediation as needed. - Reporting: Prepare quarterly materials for the Group Investment Committee, Board of Directors, and/or CIO. - Manager Due Diligence - Pipeline Development: Develop market maps for Alternative and Non-Core asset classes; build and maintain an accurate forward fund pipeline for existing and prospective managers; produce peer-group comparison summaries for pipeline managers. - Manager Due Diligence: Support RFP development and end-to-end due diligence for current and prospective managers and funds, including investment structure review, tax considerations, insurance regulatory capital requirements across jurisdictions, and reference calls. - Investment Recommendation: Draft and/or contribute to investment memoranda and supporting analyses for Investment Committee review. - Ad-hoc Projects - Deliver additional analyses and special projects on an ad hoc basis, as business needs dictate. Benefits - Enstar offers best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians are available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to 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.

Role Description Provide support to the actuarial reserving function in the US. Main focus of the role is to provide the following reserving support for US lines of business: - Assist in the production of internal actuarial analysis. - Prepare and provide data for external actuarial analysis and work with external actuarial consultants. - Assist in internal quarterly review process, including review of loss development patterns and loss activity over the quarter to assess actual versus expected emergence. - Assist in operation of internal controls and communication with internal and external auditors. - Prepare actuarial support for financial statements filings and assist in the financial close process. - Prepare standard/special reports for management. - Assist in integrating newly acquired portfolios into Enstar’s reserving process as needed. - May be required to undertake other duties from time to time as the Company may reasonably require. The candidate is expected to: - Perform the range of assignments indicated above with a moderate level of guidance. - Contribute with new ideas and innovative approaches to enhance work processes and procedures. - Solve problems in straightforward situations; analyze possible solutions using technical experience, judgement, and precedents. - Impact the quality of own work and work of other members of the team, while working within guidelines and policies. - Explain complex information to others in straightforward situations. - Demonstrate openness to new situations. - Provide guidance to new team members. Qualifications - Bachelor Degree in Actuarial Science, Mathematics, Statistics, or similar. - 2-4 Actuarial Exams passed. - Knowledge and substantial working experience with SQL, VBA, Excel, Word, Access and other applicable tools. - Experience with ResQ (or similar reserving software) and programming skills (e.g. Python and R) a plus. - Must be proficient in preparing written technical reports for various purposes. - Understand key business drivers and use this understanding to accomplish own work. - Technical knowledge of concepts and procedures required for the role. - 1-3 years of actuarial experience, preferably in property and casualty reserving. - Must be able to properly handle multiple priorities in a fast-paced business environment. - Ability to be part of a team and to effectively work with others, internal and external. - Strong analytical and problem-solving skills with the ability to effectively resolve moderately complex situations and issues. Benefits - Enstar offers best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians are available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to 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.

Role Description This is a 12 months contract role. Support strategy and lead tactical delivery of change communications, ensuring clarity, engagement, and alignment across the business. The role will focus primarily on change communications for Finance and our Finance and Data Transformation program, while supporting the Brand Communications & Strategic Planning Lead with enterprise planning within the Group Communications team. What you will be doing: - Key Accountabilities / Deliverables: - Lead strategic change communications including merger and integration activity, Finance transformation, and HR led change programs. - Key focus areas will be: - Strategic Change Communications - Lead and evolve communications strategy for Finance Data Transformation (FDT) transformation program, ensuring clarity and engagement across global teams. - Create compelling content for change initiatives through campaigns, drumbeat communications, leadership messaging and supporting documents that drive adoption to change. - Partner with senior stakeholders and external consultants (providing project PMO support) to align messaging. - Manage feedback loops for continuous improvement. - Provide support for Finance communications, aligned to FDT program and wider Communications initiatives. - Planning & Coordination - Support enterprise communications planning, ensuring alignment between transformation activity and wider corporate priorities. - Contribute to shaping the Group Communications calendar and governance frameworks to maintain consistency and impact. - Expectation to support wider Group Communications team led activity as required. - Close partnership with the FDT Program leadership team and change communication initiatives with the Director of Communications. Qualifications - 5 years or more experience in Strategic Change Communications - Bachelor's degree in Marketing or Communications beneficial but not essential - Strong stakeholder management and influencing skills at senior levels - A proactive, solutions-focused mindset with the confidence to operate in a fast-paced environment - Advanced knowledge and experience in change and transformation communications within a global organisation - Advanced project management capability, balancing multiple priorities under tight deadlines - Exceptional writing and storytelling skills, with the ability to distil complexity into clear, engaging messages - Occasional international travel may be required Benefits - Best-in-class Medical, Dental, and Vision healthcare for single and family coverage - Board-certified doctors and pediatricians available virtually 24/7 for urgent care - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA) - Access to Dependent Care FSA to cover daycare expenses - Access to 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

Role Description VP Investments will assist the Regional CIO in: - Monitoring of the existing regional investment portfolios to ensure that the asset allocation is in line with strategic and tactical allocation preferences while operating within the constraints of a regulated insurance company. - Constructing optimal investment portfolios and yield projections as an input to the M&A pricing process. - Generating new strategic and tactical ideas for implementation in the portfolio. Enstar’s assets under management total ~$20bn across 3 primary regions: US, UK, Bermuda. Key Accountabilities / Deliverables Primary Responsibilities: - Portfolio Construction for M&A Targets: - Assist the Regional CIO in providing the M&A team with analysis for internal deal pricing, including: - A review of the existing target acquisition portfolio. - Suggested portfolio repositioning. - Portfolio yields. - Strategic Asset Allocation and ALM: - Develop and maintain strategic asset allocation for existing portfolios by evaluating various inputs, including: - Existing holdings. - Relative value between asset classes. - Cash flow forecast from Treasury. - Dividend forecast from Capital Planning. - Liability profile from Actuarial. - Capital market inputs. - New Idea Generation and Proposal Development: - Evaluate current market conditions and develop strategic and tactical asset allocation recommendations for presentation to the group and local investment committees. - Work with Tax, Accounting, Legal, Regulatory, Actuarial, Capital Management, Treasury, and other groups on new investment strategies. - New and Existing External Manager Diligence and Performance Measurement: - Manage initial and ongoing relationships with core fixed income and specialty asset external managers. - Perform diligence on new managers and co-investments being considered. Secondary Responsibilities: - Reporting: Prepare regional BoD/Investment Committee Presentations. - Compliance: Monitor compliance with internal and external portfolio constraints. - Cash management: Ensure excess investable cash balances are minimized and that quarterly dividends are funded through interest income and liquidation of assets. - Budgeting & NII Projections: Work with FP&A to develop NII projections and monitor actual return vs. budget throughout the year. In addition to the above key responsibilities, you may be required to undertake other duties from time to time as the Company may reasonably require. Qualifications - 8+ years of minimum experience in an insurance company asset management. - Thorough understanding of investment management, strategic asset allocation, tactical asset allocation, and capital markets. - Understanding of the portfolio construction process and information required for asset allocation decisions. - Experience working with external asset managers (or internal portfolio managers) in the development of benchmarks, portfolios, and efficient frontiers. - Undergraduate Degree required and/or Advanced degree preferred; educational concentration in finance, economics, statistics, or a related field is preferred. - CFA designation is preferred. - Experience and understanding of core fixed income asset classes as well as non-core asset classes, including: - Public equity. - Private equity. - Real estate. - Hedge funds. - Infrastructure. - CLO equity. - High yield. - Bank loans. - Emerging market debt. - Other investments. - Understanding of capital markets and insurance capital regimes is preferred. - Strong quantitative skills are necessary in the portfolio construction and risk measurement process. - Strong verbal communication skills are required for investment committee, BoD, regulatory and rating agency presentations and communication. - Strong written communication is required for proposal development and email communication with various teams located in different time zones. - Ability to prioritize commitments and time management is a significant requirement. - Ability to use Excel and PowerPoint is critical. - Strong collaborator with other functional areas and executive management. - Ability to handle conflict of opinions and drive through effective decision making. - An understanding of financial data systems, such as Bloomberg, and experience with large data sets is preferred. - Knowledge of SQL, VBA, Python, and Microsoft PowerBI is preferred. Benefits - Best-in-class Medical, Dental, and Vision healthcare for single and family coverage. - Board-certified doctors and pediatricians available virtually 24/7 for urgent care. - Access to Health Savings Account (HSA) or Flexible Spending Account (FSA). - Access to Dependent Care FSA to cover daycare expenses. - Access to 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). - 401K retirement plan (company matches up to 6% of employee contribution). - One paid annual volunteer day.