Senior Analyst

Description

The Company:

Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.

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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.

Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology—with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI

The Position:

The Global Strategy & Asset Allocation team is seeking a highly analytical and execution-oriented Senior Analyst to support LMI’s next phase of its $3.5bn tax credit investment mandate. This individual will have a primary focus on U.S. tax credit solutions as part of clean/renewable energy and advanced manufacturing project financing. The mandate comprises both transferable tax credits and traditional tax equity structures (e.g., partnership flips, hybrid/t-flips), and the individual will play a key role in the evaluation, structuring, execution, and management of investments. This role sits at the intersection of structured finance, project development, and energy transition policy, offering exposure to a high-growth segment of capital markets that scales across LMI’s portfolio.

Responsibilities: 

• Investment Diligence: Support all phases of the investment lifecycle for transferable tax credits and renewable tax equity deals, including financial modeling, due diligence, risk assessment, and investment committee preparation.
• Transaction Structuring: Collaborate with internal teams (e.g., Corporate Tax, Legal, Risk, Accounting) and external counsel to support execution of various tax credit structures including transferability, tax equity partnership flips and hybrid structures.
• Asset Management: Monitor portfolio investments, including key project milestones, recapture risks, and compliance obligations. Assist in quarterly reporting and support integration with downstream finance and accounting teams.
• Process & Infrastructure: Contribute to the development of a repeatable, institutionally scalable approach to tax credit investing, including pipeline management tools, execution workflows, and internal governance tracking.
• Market Research: Provide timely insights on renewable energy markets, tax policy developments, sponsor quality, pricing trends, and evolving investment structures in the clean energy tax credit landscape.
• Partner Engagement: Interface with renewable energy developers, sponsors, and syndicators to source new pipeline opportunities and maintain deal flow visibility.
• Team Collaboration: Work independently in a flat/lean team structure and promote a culture of collaboration, being willing to work cross-functionally to add value across the organization 

Qualifications

• Bachelor’s Degree from a leading institution (Finance, Economics, Accounting, or Engineering preferred)
• 2 - 5 years' related work experience in renewable energy investing, tax equity, project finance, structured credit, or related private market roles
• Excellent quantitative and qualitative analytical skills (including financial modeling and transaction document review), decision making ability, and communication skills, both verbal and written 
• Strong project management skills, with the ability to work across functions and with external stakeholders including developers, sponsors and investment advisors
• High comfort level working in Excel and PowerPoint; ability to produce detail-oriented, accurate and consistent work product   
• Comfortable making investment recommendations to and fielding questions from an investment committee 
• Self-motivated with the ability to work independently, thriving in a fast-paced environment and enjoys contributing to new initiatives and platform-building

About Us

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. 

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

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