Senior Valuation Analyst, Transaction Services - Liberty Mutual Investments

Pay Philosophy
The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

Description
The Company

Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global markets and private domains to build capital and generate income. With over $100 billion in assets under management (AUM) and a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY, LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader.

• Maintain and enhance valuation models for LMI's portfolio of alternative investments, including private credit (asset-based lending, lower/middle market direct lending, high yield, and structured products), private equity, partnership interests, joint ventures, real estate, options, warrants, and other derivative products.
• Collaborate closely with external valuation partners to ensure that critical reporting deadlines and deliverables are met in accordance with service agreements.
• Prepare comprehensive valuation memoranda and supporting documentation for presentation to the LMI Valuation Committee on a quarterly basis.
• Coordinate with internal and external auditors to ensure thorough documentation of valuation-related procedures and controls.
• Provide ad hoc advisory services to senior management related to portfolio monitoring, new investment strategies, asset acquisitions, divestitures, and restructurings.
• Establish and maintain strong collaborative partnerships with LMI investment teams, Corporate Finance, external valuation partners, external auditors, and internal stakeholders.

• Bachelor's degree in Accounting, Finance, or Business required.
• 2-3 years of relevant work experience, including experience in a valuation capacity at a professional services/Big 4 firm or investment management firm.
• Demonstrated progress towards achieving the CFA designation or CPA credential.
• Proficient in financial modeling and valuation techniques, including discounted cash flow analysis, recovery/liquidation analysis, financial statement review, credit monitoring, and market data analysis.
• Experience in identifying valuation issues, conducting research, and presenting solutions while leveraging a solid understanding of complex financial instruments and valuation concepts.
• In-depth knowledge of fair value measurement and CECL allowance standards.
• Strong interpersonal skills with effective oral and written communication capabilities.
• Ability to collaborate effectively across varying experience levels in a team environment.

• Engage in a dynamic and supportive work environment that fosters professional growth and development.
• Collaborate with industry leaders and gain hands-on experience in diverse valuation projects.
• Be part of a team that is at the forefront of innovation in investment management, providing significant contributions to strategic decision-making processes.

• California
• San Francisco
• Los Angeles
• Philadelphia