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Sr. Analyst / Associate, Portfolio Strategy & Management - Liberty Mutual Investments

AT Liberty Mutual Insurance
Liberty Mutual Insurance

Sr. Analyst / Associate, Portfolio Strategy & Management - Liberty Mutual Investments

Boston, MA

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
This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience.

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Company Overview:

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

We are currently seeking a candidate for a Senior Investment Analyst/Associate position on the Portfolio Strategy and Management ("PS&M") team within Global Private Investments division. This is a pre-MBA position where the individual will be exposed to the private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy transition and infrastructure) as well as working across the full investment organization. The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis through identifying investment trends and opportunities as well as driving the transition to analytics driven decision making focused on capital creation for private investments.

Responsibilities:
  • Play an active and continuous role in the development of a best-in-cass private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha
  • Support bringing together various private market datasets, tools, navigating both academic and external research literature to provide relevant, real-time analysis impacting portfolio and investment level decisions
  • Identify and build models for key portfolio scenario analysis (capital planning, liquidity analysis, portfolio construction) focused on generating actionable insights
  • Support the evolution of management reports, including quarterly results, plan/forecasting, capital and liquidity monitoring, risk metrics, portfolio composition and pipeline management
  • Continuous focus on improving existing processes and challenging status quo
  • Effective and consistent communication across GPI, LMI and LMG, looking for new ways to support innovation, critical thinking, and execution of the private investment's mandate
Qualifications
  • Bachelor's Degree from a leading institution
  • 3-5 years related work experience (prior experience in private investments, investment banking, or consulting is preferred)
  • Experience in private market systems / data / tools / visualization / platforms
  • Strong excel and alongside solid base in accounting and finance (python modelling a plus)
  • Excellent communication skills (written / verbal / presentation)
  • Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy
About Us
This position may have in-office requirements depending on candidate location.

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 45,000 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
  • San Francisco
  • Los Angeles
  • Philadelphia

Client-provided location(s): Boston, MA, USA; New York, NY, USA
Job ID: liberty_mutual-2024-64277-en_2
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Long-Term Disability
    • FSA
    • HSA With Employer Contribution
    • HSA
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Happy Hours
    • Snacks
    • Company Outings
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
  • Financial and Retirement

    • Performance Bonus
    • Pension
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
  • Professional Development

    • Mentor Program
    • Promote From Within
    • Learning and Development Stipend
    • Tuition Reimbursement
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Access to Online Courses
    • Lunch and Learns
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Liberty Mutual Insurance.