Analyst, Insurance Investment Solutions - Liberty Mutual Investments

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:

LMI’s Insurance Investment Solutions team, part of the Global Strategy & Capital Allocation (GSCA) business unit, is seeking a highly motivated, entrepreneurial Analyst. The Insurance Investment Solutions team sits at the fusion of insurance & investment strategy -navigating regulatory, rating agency, and insurance industry frameworks, to guide the design of investment strategies, both existing and emerging.

Our broader team, GSCA, is the nerve center of LMI, responsible for developing tools and insights for designing business & investment strategy, deconstructing the macro/market narrative, informing top-down house views, and setting the asset allocation for the General Account (GA). GSCA functions as the Office of the Chief Investment Officer (CIO), influencing all aspects of the portfolio management process and ensuring that LMI delivers for its Liberty partners.  

Responsibilities:

 

Insurance Constraints

• Assist in monitoring portfolio positioning, understanding constraints, and assisting in designing appropriate investment strategies
• Contribute to research initiatives and build/enhance quantitative models aimed at monitoring portfolio objectives, strategy, and solutioning

Industry Surveillance

• Monitor news and industry sources for events and trends related to investing for insurance companies and prepare summaries of key events for LMI
• Provide in-depth coverage of the investment activities of a set of peer insurers including maintaining data and preparing briefings on quarterly actions for senior management

AI, Automation and Tool-Building:

• Build and maintain dynamic tools leveraging large language models (LLMs), APIs, and data infrastructure to drive automation and analytical efficiency.
• Use AI-driven tools to generate forward-looking insights, scenario simulations, and enhanced decision support for portfolio strategy.
• Provide additional analytical capacity for GSCA initiatives, new projects and responses to changes in the insurance and regulatory environment as needed

 

Qualifications

• Bachelor’s Degree in finance, accounting, economics, mathematics, or a related field
• 1-3 years of relevant experience (or advanced degree) in investments, insurance, banking, consulting or a similar environment
  • Experience in asset management in the context of insurance companies preferable
  • Experience with the business of insurance a plus
• Excellent analytical, communication and interpersonal skills with strong attention to detail
• Passion for capital markets, asset management, and understanding of traditional and alternative asset classes
• Outstanding business acumen with organizational and multi-tasking skills to oversee production of a high volume of quality work within tight timeframes, leading and participating in multiple simultaneous projects
• 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)