Analyst- Strategy, Capital & Engagement - Liberty Mutual Investments

Analyst- Strategy, Capital & Engagement - Liberty Mutual Investments

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Overview

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 professionals in Boston, MA and New York, NY. LMI aims to drive economic growth, build enduring businesses with partners, and generate superior risk-adjusted returns to secure Liberty’s promises.

LMI offers 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 and a focus on what we do best. Our portfolio spans a broad spectrum of public and private investments across real estate, digital infrastructure, healthcare, renewable energy, and technology, and we emphasize partnerships and value creation.

The Position

Strategy, Capital & Engagement (SCE) team – LMI’s hub for insurance business strategy, capital management, and cross-functional engagement – is seeking a high-performing Analyst. This role supports key strategic initiatives across SCE’s core mandates. Reporting to a Director and working with two Associates, the Analyst will contribute to strategic projects and analyses.

Responsibilities

• Analytical Support: Deliver analytical support across functions including financial modeling, income and capital attribution, risk-return analytics within LMG’s capital management framework; produce 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, US Retail Markets, Global Risk Solutions, and international units by managing action items and coordinating stakeholder requests.
• Client Portfolio Management (CPM): Support CPM activities for Liberty’s international portfolios (~$20B AUM), 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 and impact.
• Research and Market & Business Intelligence: Generate timely insights on insurance business strategies and strategic transactions (e.g., M&A, reinsurance) 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 teams to transform processes and build self-service tools and dashboards.

Qualifications

• Bachelor’s degree in finance, economics, mathematics, or related field
• 1–3 years of analytical experience in investments, insurance, banking, consulting or similar environment
• Strong quantitative and qualitative skills, sound decision-making, and excellent written and verbal communication; ability to translate quantitative findings into clear narratives for senior audiences
• Interest in the intersection of insurance and investment; familiarity with insurance capital concepts (e.g., financial statements, economic capital, rating agency and regulatory capital models, reinsurance, sidecars, M&A)
• Professionalism to collaborate with executive and senior management across insurance, portfolio management, and consultants
• Advanced proficiency with Excel and PowerPoint; working knowledge of SQL or Python; BI tools (Power BI, Tableau) or Aladdin is a plus
• Self-starter in a fast-moving, cross-functional setting with the ability to juggle multiple priorities

About Us

Pay Philosophy: The typical starting salary range for this role is determined by skills, experience, education, certifications, and location. The full salary range reflects market value and provides progression opportunities as employees grow. Some roles may include compensation plans with commissions and/or bonuses based on factors in the plan.

As a purpose-driven organization, Liberty Mutual is committed to fostering an inclusive environment. We offer comprehensive benefits, learning opportunities, and a culture that prioritizes employee development and well-being.

Liberty Mutual is an equal opportunity employer. We will not discriminate on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran’s status, pregnancy, genetic information, or any basis prohibited by law.

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Other
• Industries: Insurance

We encourage you to apply and explore opportunities with Liberty Mutual Insurance.