Portfolio Strategy Associate - Liberty Mutual Investments

LMI has been on a transformation path to spur innovation, capitalize on deep expertise, and scale its returns on long-term flexible capital through a "one firm, one portfolio, one team" mindset. Our operating model is built on three pillars: centralized portfolio construction, asset management, and investment-enabling services. The teams are structured as Investment Business Units (IBUs) working in concert: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions. Our portfolio spans a broad spectrum of public and private asset classes, and we are committed to expanding our capabilities and our toolkit in furtherance of our mission.

The Team :

The Portfolio Strategy & Macro Research team, part of the Global Strategy & Capital Allocation organization, is responsible for curating actionable insights to drive portfolio strategy. The team develops strategic and thematic research for LMI and LMG, offering insights into economic trends, asset class mandates and their implications for both short- and long-term asset allocation.

Responsibilities :

• Supporting the team in Portfolio strategy and Macro Research:
• Equity Asset Classes - Designing and underwriting risk/reward and cashflow assumptions for different asset classes (e.g. public equities, buyout, private real estate equity, etc.)
• Macro - Understand and leverage macro research to drive asset class view
• Markets - Be on top of what the market is pricing for the asset classes we care about and potential implications. Stay ahead of key market narratives and debates and support research that helps the team takes views on them
• Thematic research - Supporting the team in researching new investment themes
• Presentations - Build and deliver in-house data and presentation requests
• Network - Marshalling resources from the street and other external partners

Qualifications

• 5-10 years of experience in some combination of equities, private markets or asset allocation
• Demonstrated ability to take views (in a research or portfolio management seat)
• Preferred Experience :
  • Quantitative/econometric data analysis
  • Functional proficiency in coding (Python preferable) and AI prompt engineering

About Us
As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.

At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.

We are proud to support a diverse, equitable and inclusive workplace, where all employees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• California
• Los Angeles Incorporated
• Los Angeles Unincorporated
• Philadelphia
• San Francisco