• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues. • Educate customers to ensure adoption and optimal usage of CE’s offerings. • Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines. • Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems. • Prepare materials for client meetings, including account summaries, usage reports, and presentation content. • Monitor engagement and basic account health indicators, and flag notable changes to senior team members. • Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers. • Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly. • Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.

Role Description Responsible for leading the evaluation and assessment of complex mortgage loan applications, ensuring alignment with company policies, investor guidelines, and regulatory requirements. Serves as a subject matter expert, providing guidance on risk analysis and underwriting best practices. - Thoroughly review and analyze complex loan applications, including borrower creditworthiness, income, assets, and property valuations, applying advanced judgment to mitigate risk. - Make high-level underwriting decisions on approvals, counteroffers, or denials based on nuanced risk factors and long-term portfolio impact. - Ensure all underwriting activities adhere to company policies, federal and state regulations, and investor requirements, and proactively identify compliance gaps and recommend improvements. - Act as a resource for junior underwriters and team members by providing training, guidance, and feedback to enhance underwriting quality and consistency. - Communicate effectively with loan officers, processors, and management to resolve complex issues, negotiate conditions, and maintain transparency throughout the loan process. - Anticipate and address challenges in the underwriting process by offering innovative solutions that meet business objectives while managing risk. - Stay informed on market trends, regulatory changes, and new product developments, and contribute to policy updates and process enhancements. - Perform special projects, and additional duties and responsibilities as required. Qualifications - Bachelor's degree (or equivalent) in finance, business, or similar; OR associate degree and two (2) years of experience in functional area; OR high school diploma (or equivalent) plus four (4) years of experience in functional area. - Additional three (3) years+ of progressive experience in functional area. Requirements - Proven skills and experience with mortgage underwriting functions. - Advanced understanding of multiple loan products. - Proven experience with Microsoft Office 365 and the following technology: Encompass. - Willingness to pursue continuing education, certifications, etc. as applicable to advancing in the organization. - Analytical and problem-solving skills. - Interpersonal and communication skills with the ability to speak confidently. - An ability to thrive in a fast-paced environment where priorities change daily, and where employees wear many hats. - Detail-oriented with the ability to think "outside the box" and prioritize tasks and decisions in a timely manner. - Self-directed, yet effective working as part of a collaborative team. - Responsive and customer-focused with a demonstrated use of professional judgment. Benefits - Health, Dental, Vision, & Life Insurance - Financial Wellness Planning & Coaching - Counseling Support Services & Resources - Paid Parental Leave - Pet Insurance - 401K Match - Employee Bank Accounts with Quontic - Generous Paid Time Off

• Directly manage, mentor, and drive accountability across a 3-person finance team. • Ensure the team hits day-to-day deadlines for payment runs, cash allocations, and internal queries with a zero-error mentality. • Take full ownership of monthly management accounts (P&L, Balance Sheet, Cash Flow) across all group entities. • Move beyond basic reporting to deliver deep ratio analysis and marketing financial reporting (ROAS, CAC, LTV, and funnel performance). • Maintain strict, active oversight of working capital and own daily, weekly, and monthly cash flow forecasting. • Oversee and ensure full compliance across all UK statutory obligations, including HMRC filings, VAT returns, and Companies House requirements. • Partner with leadership to continuously improve financial workflows, leveraging automation, systems (Xero, Asana, Slack), and AI tools.

Role Description Investments Senior Associate will support and work together with regional CIO, Investments and the Investments team to: - Monitor the existing investment portfolios to ensure that portfolio allocation is in line with strategic and tactical allocation preferences while operating within the constraints of a regulated insurance company. - Construct optimal investment portfolios and return streams as an input to the M&A pricing process. - Generate new strategic and tactical ideas for implementation in the portfolio. - Diligence new asset managers and monitor existing asset managers. - Provide reporting for local and group Board of Directors, investment committees, rating agencies and regulators. Qualifications - 5-10 years of experience in insurance company asset management. - Thorough understanding of investment management, strategic asset allocation, tactical asset allocation and capital markets, preferably within the context of insurance asset management. - Good understanding of the portfolio construction process required in order to make asset allocation decisions. - Extensive experience working with external asset managers (or internal portfolio managers) in development of benchmarks, asset allocation, and efficient frontiers. - Bachelor’s degree required, Master’s degree preferred. - Chartered Financial Analyst (CFA) qualification is preferred. - Applicable 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, and other investments. - Understanding of capital markets and insurance company portfolio management. - Knowledge of Bermuda BSCR capital regime is preferred. - Excellent quantitative skills required for the portfolio construction and risk measurement processes. - Strong verbal and written communication skills are required for presentations to senior management 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. - Knowledge of Python, PowerBI, SQL, and/or other programming languages is preferred. - Strong collaborator with other functional areas and executive management to ensure consistency and efficiency of approach. Requirements - Partner with regional CIO and the Investments team regarding the following accountabilities: - Portfolio Construction for M&A Targets – Provide analysis for internal deal from review of the existing target acquisition portfolio, suggested portfolio repositioning, and portfolio yields. - Strategic Asset Allocation and ALM – Develop and maintain strategic asset allocation for existing portfolios. - Budgeting & NII Projections – Partner with regional CIO monitoring actuals vs. budget throughout the year. - New Idea Generation and Proposal Development – Actively evaluate current market conditions and develop investment recommendations. - External Manager Diligence – Manage initial and ongoing relationships with core fixed income and specialty asset external managers. - External Manager Performance Measurement and Monitoring – Help establish benchmarks and review manager performance vs. benchmarks. - Regional Board of Directors/Investment Committee Presentations – Prepare quarterly investment performance presentations. - Compliance – Monitor compliance with internal and external portfolio constraints. - Cash Management – Work with regional portfolio management team to ensure excess investable cash balance is minimized. - Market Color – Provide regular written updates on interest rate, credit, and equity markets and macroeconomic news. - Portfolio Reporting – Responsible for drafts of monthly portfolio performance estimate and quarterly investment update presentations. - Investment Expertise – Possess specialized depth and/or breadth of expertise in a particular Investment field. - Project Management – Project management responsibilities on several projects. - Investment Research - Present research at senior investment morning calls. 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). - 401K retirement plan (company matches up to 6% of employee contribution). - One paid annual volunteer day.