Senior Analyst, Capital Solutions - Liberty Mutual Investments at Liberty Mutual
New York, NY
About the Job
Pay PhilosophyThe 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 and private domains to build capital and generate income
With over $100 billion in AUM and staffed with 300-plus investment, finance and operations professionals located in Boston, MA, we offer the best of both worlds — the look and feel of a boutique investment firm and 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: Strategy & Asset Allocation, Risk Management, Global Fixed Income, Global Private Investments, 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
#LMI
The Position
The Capital Solutions team, part of the $15 billion Global Private Investments portfolio, is hiring a Senior Analyst to focus on the expansion of our external partner network
This individual will be part of a growing Private Credit team focused on partnering with leading alternative lenders and private credit specialists
In this role, you will be an integral member of the team with responsibilities that provide for an investment’s full life cycle
The individual will source, screen, analyze, evaluate and value fund investments in the private credit space, as well as source and screen direct / co-investment opportunities
The mandate is global and spans sectors, collateral and security types
Investment professionals have access to many of the leading global and U.S
alternative asset management firms as well as industry leading strategists and speakers
You will work directly with the private credit investments team in a dynamic and cross-functional team environment
Responsibilities:
Support the private credit team in the prospecting and evaluation of new investments in private credit funds and co-investments, as well as in the monitoring of existing private credit fund investments within the portfolio
Lead all aspects of due diligence and analysis of investments – modeling fund performance, and in evaluating overall performance by examining underlying portfolio investments
Develop and present investment committee materials
Support deal execution, including legal documentation
Engage with external partners and investors
Market Research: Provide timely market intelligence to the team on the evolution of the private credit landscape as well as deal-specific observations on market pricing, investment structures and deal terms by performing market mapping, identifying and meeting with external managers, and evaluating new opportunities
Fund Investing: Analyze potential fund investments and make recommendations on commitments to external managers to our investment committee
Negotiate limited partnership agreements and side letters
Partner Engagement: Engage with partners to monitor performance, track trends and investment themes, and source and analyze direct investments and strategic development opportunities
Relationship Management: Managing and maintaining a CRM system to track partnership interactions, pipeline investments and managers in the market
Asset Management: Drive quarterly reporting with an emphasis on analyzing and measuring credit and financial performance in the portfolio from multiple perspectives including asset class, product, industry
Project Management: Manage multiple projects at a time and work with external partners and work internally with other LMI credit groups as well as our legal, asset allocation, risk, and accounting and operations teams to develop customized solutions for corporate counterparts
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
Technology and Analytics: Pursue the development of technology, data, and analytics needed to support the role
QualificationsBachelor's Degree from a leading institution (Finance, Economics, or Accounting preferred)
2 - 5 years' related work experience (prior experience in private credit, fund investing, direct investing, investment banking, consulting, or M&A is preferred)
Possess excellent quantitative and qualitative analytical skills, decision making ability, and communication skills, both verbal and written
High comfort level working in Excel, PowerPoint and Word (Efront and CapitalIQ also preferred)
Producer of detail-oriented, accurate and consistent work product
Comfortable making investment recommendations to and fielding questions from an investment committee
Desire to, and professionalism necessary to, interact with external constituencies including alternative asset managers and private credit partners
Ability to prioritize and manage multiple tasks in a fast-paced environment
Self-motivated with the ability to work independently as well as collaboratively across a team-oriented environment
About Us**This position may have in-office requirements depending on candidate location.**
As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers
Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally
At Liberty Mutual, we believe progress happens when people feel secure
By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow
We are proud to support a diverse, equitable and inclusive workplace, where all 45,000 employees feel a sense of community, belonging and can do their best work
Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage
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:
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
San Francisco
Los Angeles
Philadelphia
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 and private domains to build capital and generate income
With over $100 billion in AUM and staffed with 300-plus investment, finance and operations professionals located in Boston, MA, we offer the best of both worlds — the look and feel of a boutique investment firm and 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: Strategy & Asset Allocation, Risk Management, Global Fixed Income, Global Private Investments, 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
#LMI
The Position
The Capital Solutions team, part of the $15 billion Global Private Investments portfolio, is hiring a Senior Analyst to focus on the expansion of our external partner network
This individual will be part of a growing Private Credit team focused on partnering with leading alternative lenders and private credit specialists
In this role, you will be an integral member of the team with responsibilities that provide for an investment’s full life cycle
The individual will source, screen, analyze, evaluate and value fund investments in the private credit space, as well as source and screen direct / co-investment opportunities
The mandate is global and spans sectors, collateral and security types
Investment professionals have access to many of the leading global and U.S
alternative asset management firms as well as industry leading strategists and speakers
You will work directly with the private credit investments team in a dynamic and cross-functional team environment
Responsibilities:
Support the private credit team in the prospecting and evaluation of new investments in private credit funds and co-investments, as well as in the monitoring of existing private credit fund investments within the portfolio
Lead all aspects of due diligence and analysis of investments – modeling fund performance, and in evaluating overall performance by examining underlying portfolio investments
Develop and present investment committee materials
Support deal execution, including legal documentation
Engage with external partners and investors
Market Research: Provide timely market intelligence to the team on the evolution of the private credit landscape as well as deal-specific observations on market pricing, investment structures and deal terms by performing market mapping, identifying and meeting with external managers, and evaluating new opportunities
Fund Investing: Analyze potential fund investments and make recommendations on commitments to external managers to our investment committee
Negotiate limited partnership agreements and side letters
Partner Engagement: Engage with partners to monitor performance, track trends and investment themes, and source and analyze direct investments and strategic development opportunities
Relationship Management: Managing and maintaining a CRM system to track partnership interactions, pipeline investments and managers in the market
Asset Management: Drive quarterly reporting with an emphasis on analyzing and measuring credit and financial performance in the portfolio from multiple perspectives including asset class, product, industry
Project Management: Manage multiple projects at a time and work with external partners and work internally with other LMI credit groups as well as our legal, asset allocation, risk, and accounting and operations teams to develop customized solutions for corporate counterparts
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
Technology and Analytics: Pursue the development of technology, data, and analytics needed to support the role
QualificationsBachelor's Degree from a leading institution (Finance, Economics, or Accounting preferred)
2 - 5 years' related work experience (prior experience in private credit, fund investing, direct investing, investment banking, consulting, or M&A is preferred)
Possess excellent quantitative and qualitative analytical skills, decision making ability, and communication skills, both verbal and written
High comfort level working in Excel, PowerPoint and Word (Efront and CapitalIQ also preferred)
Producer of detail-oriented, accurate and consistent work product
Comfortable making investment recommendations to and fielding questions from an investment committee
Desire to, and professionalism necessary to, interact with external constituencies including alternative asset managers and private credit partners
Ability to prioritize and manage multiple tasks in a fast-paced environment
Self-motivated with the ability to work independently as well as collaboratively across a team-oriented environment
About Us**This position may have in-office requirements depending on candidate location.**
As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers
Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally
At Liberty Mutual, we believe progress happens when people feel secure
By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow
We are proud to support a diverse, equitable and inclusive workplace, where all 45,000 employees feel a sense of community, belonging and can do their best work
Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage
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
San Francisco
Los Angeles
Philadelphia
