Portfolio Strategy & Management 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

We are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management (“PS&M”) team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process. 

Responsibilities:

• Play an active and continuous role in the development of a best-in-class private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha.
• Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives.

• Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable.
• Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools.
• Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy.
• Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions.
• Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment’s mandate.

Qualifications

• Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling.
• Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines.
• In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus).
• Ability to work across teams to innovate collaboratively and to achieve desired results
• Excellent communication skills (written / verbal / presentation).
• Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy.
• 3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space
• Previous experience in underwriting and monitoring credit investments
• Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants
• Previous experience with credit agreement documentation and/or other relevant legal documentation
• Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies
• Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process  
• Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business
• Strong academic credentials and a demonstrated track record of successful work experience
• Proven ability to work collaboratively in team environments
• Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards

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://www.libertymutualgroup.com/about-lm/careers/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 

Compensation: 90000 to 180000 (USD)