Senior Valuation Analyst, Transaction Services - Liberty Mutual Investments

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

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 Position

Due to the continued expansion of our business, Liberty Mutual Investments (LMI) is seeking a Senior Valuation Analyst for the Transaction Services (TS) group within our Finance department.

 

The TS group is an integral part of our internal team, focused on enhancing our investment processes through expert guidance on valuation, structuring, capital management optimization, and financial reporting. The TS team collaborates closely with LMI’s investment professionals to navigate complex transactions and events across all phases of the transaction process. This role provides an exciting opportunity to engage in a range of challenging projects across a diverse investment portfolio, offering significant exposure to financial analysis, capital markets, and financial modeling related to alternative assets, including private credit, private equity, real estate, joint ventures, natural resources, and derivatives.

 

Responsibilities

• Maintain and enhance valuation models for LMI’s portfolio of alternative investments, including private credit (asset-based lending, lower/middle market direct lending, high yield, and structured products), private equity, partnership interests, joint ventures, real estate, options, warrants, and other derivative products.
• Collaborate closely with external valuation partners to ensure that critical reporting deadlines and deliverables are met in accordance with service agreements.
• Prepare comprehensive valuation memoranda and supporting documentation for presentation to the LMI Valuation Committee on a quarterly basis.
• Coordinate with internal and external auditors to ensure thorough documentation of valuation-related procedures and controls.
• Provide ad hoc advisory services to senior management related to portfolio monitoring, new investment strategies, asset acquisitions, divestitures, and restructurings.
• Establish and maintain strong collaborative partnerships with LMI investment teams, Corporate Finance, external valuation partners, external auditors, and internal stakeholders.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business required.
• 2-3 years of relevant work experience, including experience in a valuation capacity at a professional services/Big 4 firm or investment management firm.
• Demonstrated progress towards achieving the CFA designation or CPA credential.
• Proficient in financial modeling and valuation techniques, including discounted cash flow analysis, recovery/liquidation analysis, financial statement review, credit monitoring, and market data analysis.
• Experience in identifying valuation issues, conducting research, and presenting solutions while leveraging a solid understanding of complex financial instruments and valuation concepts.
• In-depth knowledge of fair val