Analyst , Investments

Analyst I, Investments

Location:

New York (Hybrid)

The Investment Analyst will assist with:
1) Monitoring of existing investment portfolios to ensure that asset allocation is in line with strategic and tactical allocation preferences while operating within the constraints of a regulated insurance company,
2) Generation of new investment ideas for implementation in the portfolio,
3) Due diligence of new asset managers and monitoring of existing asset managers,
4) Providing reporting for local and group Board of Directors, investment committees, rating agencies and regulators.

• Asset Manager Monitoring & Diligence – Assist in maintaining relationships with core fixed income and specialty external asset managers, including public equity, private equity, real estate, bank loans, high yield, and other asset classes. Record and share with team meeting summaries of ongoing manager calls. Participate in performing diligence on new managers being considered.
• Performance Measurement and Monitoring – Help review manager performance vs. benchmarks. Provide ongoing quantitative and qualitative assessment of managers. Assist in data validation and report automation efforts.
• Progress Against Budget – Assist in monitoring portfolio performance vs. budget throughout the year, providing attribution by asset class. Support presentation preparation for senior management.
• Compliance with Investment Guidelines – Assist in monitoring compliance with internal and external portfolio constraints and investment guidelines. Learn to interpret insurance regulatory and rating agency investment limits.
• Cash Management – Work with regional portfolio management team to ensure excess investable cash balance is minimized. Track sources and uses of cash across portfolios.
• Market Insights – Summarize key market trends for internal discussions. Provide regular written updates on interest rate, credit, and equity markets and macroeconomic news. Ascertain how these updates will affect the investment portfolios.
• Portfolio Reporting – Participate in creation of quarterly investment update presentations and monthly liquidity reporting. Contribute to development of new exhibits and automation of existing processes.
• Portfolio Performance Estimation - Assist with monthly performance reporting estimate for Enstar’s aggregate portfolio.

• Bachelor’s degree in finance, science, math, or engineering
• Internship in finance or demonstrable quantitative or data-oriented coursework
• Desire to develop expertise in manager research, institutional portfolio management, and insurance investment frameworks
• CFA progress or interest
• Understanding of basic investment concepts and portfolio theory.
• Strong interest in multi-asset investing and institutional portfolio construction.
  Familiarity with asset allocation and insurance capital concepts.
• Awareness of both traditional (fixed income, equities) and alternative (private markets, hedge funds) asset classes.
• Advanced Excel and PowerPoint skills are critical, given the requirement to develop investment analytics and proposals.
  Familiarity with Bloomberg is a plus.
• Quantitative skills are required for the portfolio construction and risk measurement processes.
• Experience with data visualization tools (Power BI, Tableau) and programming for data analysis(Python, R, or SQL) is preferred.
  Analytical curiosity, attention to detail, and strong communication skills (both verbal and written) are required.
• Ability to multi-task and work under tight timelines as well as willingness to enhance existing processes is critical.
• Enstar offers best-in-class bundled 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…