Sr. Analyst / Associate Portfolio Strategy & Management / New York City, New York / Liberty Mutual Insurance (2024)

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.

Company Overview:

As a multi-strategy investment firm managing over $100 billion in assets, Liberty Mutual Investments (LMI) plays a critical role in shaping the financial future of Liberty Mutual Insurance Group. Liberty Mutual, a global Fortune 100 property/casualty insurer owned by its policyholders, is dedicated to delivering insurance as a social good to mitigate risks for individuals and businesses worldwide.

Our diverse investment portfolio spans fixed income, public equity, private equity, private credit, venture capital, real estate, and energy transition, among others. LMI's goal is to generate capital that empowers Liberty Mutual to fulfill its strategic objectives and meet the needs of its policyholders, enabling us to win with purpose, together.

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 investments 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.**

At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. Thats why we provide an environment focused on openness, inclusion, trust and respect. Here, youll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. 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, please visit https://www.libertymutualgroup.com/about-lm/careers/benefits

Liberty Mutual has proudly been recognized as a Great Place to Work by Great Place to Work US for the past several years. We were also selected as one of the 100 Best Places to Work in IT on IDGs Insider Pro and Computerworlds 2020 list. We have been named by Forbes as one of Americas Best Employers for Women and one of Americas Best Employers for New Graduatesas well as one of Americas Best Employers for Diversity. To learn more about our commitment to diversity and inclusion please visit: https://jobs.libertymutualgroup.com/diversity-inclusion

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, veterans status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Sr. Analyst / Associate  Portfolio Strategy & Management / New York City, New York / Liberty Mutual Insurance (2024)
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