Although we prefer candidates from the NY Metro area, we are also open to East Coast candidates interested in working remotely.

About you and the role:

The Investments Senior Associate, Alternatives Forecasting & Portfolio Intelligence is the dedicated analytics, forecasting, and performance expert for the Alternatives and Non-Core portfolio spanning Private Equity, Private Credit, Real Estate, Infrastructure, Hedge Funds, and Non-Core asset classes. 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.

The role owns asset- and strategy-level cash flow, NAV, and return forecasting; the Alternatives segment of the investment financial plan; M&A pricing projections for alternative assets; long-term strategic asset allocation inputs for alternatives; performance attribution, variance analysis, and non-core benchmarks; portfolio risk and exposure reporting; fee and expense analytics; and Enstar’s alternatives data infrastructure, including Power BI dashboards and key external platforms such as SPI by StepStone and Canoe.

What you will be doing:

Key Accountabilities / Deliverables

• Develop and maintain asset- and strategy-level forecasts, financial plans, and M&A pricing models for all alternative and non-core investments

• Provide performance attribution, actual vs. budget variance analysis, and benchmarking for the alternatives and non-core investments portfolio

• Develop and maintain long-term capital market assumptions and strategic asset allocation inputs for alternative asset classes

• Serve as the subject matter expert for alternatives portfolio analytics and exposure reporting

• 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

Forecasting

• Asset Forecasts: 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.

• Strategy Models: 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.

• Forecast Updates: Gather input from internal and external managers and vendors; update asset- and strategy-level forecasts on a quarterly, semi-annual, annual, or as-needed basis to reflect current portfolio data, manager outlooks, and market developments.

• Liquidity Forecast: 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.

• M&A Pricing Models: 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.

Financial Planning

• 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.

Strategic Asset Allocation

• SAA Assumptions: 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