Analyst- Strategy, Capital & Engagement - Liberty Mutual Investments

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. 

 

LMI has been on a transformation path to spur innovation, capitalize on deep expertise, and scale its returns on long-term flexible capital through a “one firm, one portfolio, one team” mindset. Our operating model is built on three pillars: centralized portfolio construction, asset management, and investment-enabling services. The teams are structured as Investment Business Units (IBUs) working in concert: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions. Our portfolio spans a broad spectrum of public and private asset classes, and we are committed to expanding our capabilities and our toolkit in furtherance of our mission.

 

The PositionStrategy, Capital & Engagement (SCE) team – LMI’s hub for insurance business strategy, capital management, and cross-functional engagement — is seeking a high-performing Analyst to join our team. This is a unique opportunity for an intellectually curious, collaborative, and results-oriented individual who possesses the DNA of both insurance and investments. Reporting to a Director and working alongside two Associates, the Analyst will support key strategic initiatives across SCE’s core mandates.

 

Responsibilities:

• Analytical Support: Deliver comprehensive analytical support across key functions — including financial modeling, income and capital attribution process, and risk-return analytics within LMG’s capital management framework; produce high-impact dashboards and reports for executive audiences; provide diligence support for M&A, risk financing, and other capital deployment initiatives.
• Strategy and Engagement: Drive strategic collaboration across Corporate functions, U.S. Retail Markets (USRM), Global Risk Solutions (GRS), and international business units by managing action items and coordinating stakeholder requests.
• Client Portfolio Management (CPM): Support the full lifecycle of CPM activities for Liberty’s international portfolios (~$20 billion assets under management), including inquiry triage, solution design, stakeholder engagement, and quarterly reporting.
• Project Management: Manage multiple concurrent projects, coordinating with internal teams and external partners to ensure successful execution, delivery, and impact.
• Research and Market & Business Intelligence: Generate timely insights on insurance business strategies & strategic transactions (e.g., M&A, reinsurance, partnership between alternative investment managers and insurance companies) and performance across Liberty’s lines of business.
• AI, Automation and Tool-Building: Serve as the team’s AI and automation champion. Identify workflow inefficiencies and deliver scalable, technology-enabled solutions. Collaborate with LMI Product and Embedded Tactical Development team to transform manual processes and build intuitive, self-service tools and dashboards.

Qualifications

• Bachelor’s degree in finance, economics, mathematics, or a related field
• 1–3 years of analytical experience in investments, insurance, banking, consulting or a similar environment
• A combination of exceptional quantitative and qualitative skills, sound decision-making ability, and strong written and verbal communication skills; Producer of detail-oriented, consistently accurate and high-quality work product; Proven ability to translate quantitative findings into clear, compelling narratives for senior audiences
• Strong interest in the intersection of insurance and investment; familiarity with insurance capital concepts (e.g., insurance company financial statements, economic capital, rating agency and regulatory capital models, reinsurance, sidecars, and M&A) and a demonstrated curiosity to master them quickly
• Desire and professionalism necessary to work collaboratively with internal and external constituencies including executive and senior management (across the insurance business, portfolio managers, and consultants)
• Advanced proficiency with ChatGPT, Excel and PowerPoint; working knowledge of SQL or Python, and a BI tool