Senior Financial Analyst, Investments

02116, Boston
Nov 19, 2021
Jan 18, 2022
Job Type
Not Specified
Career Level
Not Specified

Advance your career at Liberty Mutual Insurance a Fortune 100 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 $80 billion in AUM and staffed with 250-plus investment, finance and operations professionals located in Boston, Mass., 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 Partnerships & Innovation and Investment Enabling Services (IES). 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

Liberty Mutual Investments (LMI), a subsidiary of Liberty Mutual Insurance, is seeking a Senior Financial Analyst to assist with the reporting requirements related to its Investment portfolio, and will specialize in and manage the reporting requirements of our private credit investment strategy. The Investment portfolio, in general, includes a variety of instrument types including Bonds, Structure Securities, Equities, Loans, Alternative Investments and Derivatives.



  • Assist with preparation of financial reporting deliverables for monthly, quarterly, and annual book close activities related to the private credit portfolio
  • Assist with the analysis of private credit portfolio results for each portfolio for the front office
  • Work with third parties to ensure accurate and timely execution of private credit deliverables
  • Maintain the private credit economic trackers, which includes monthly reconciliation to source information
  • Assist with the preparation of executive team, portfolio management team and board deliverables.
  • Maintain of private credit dashboards, and the presentation of those dashboards to management
  • Assist with the maintenance LMI's process and control, and accounting policies and procedures, as it relates to private credit
  • Assist with the audit coordination with both internal and external auditors

  • Bachelor's degree in Accounting or Finance
  • Working towards a CPA or CFA
  • 3-5 years of experience in financial reporting or financial analysis
  • Experience with private credit, preferred
  • Proficiency of MS products
  • Ability to operate in a fast-paced, dynamic environment
  • Excellent oral and written communication skills
  • Excellent organizational skills

At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on openness, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession.  


Liberty Mutual has proudly been recognized as a Great Place to Work by Great Place to Work® US for the past several years. We were also selected as one of the 100 Best Places to Work in IT onIDG's Insider Pro and Computerworld's 2020 list. For many years running, we have been named by Forbes as one of America's Best Employers for Women and one of America's Best Employers for New Graduatesas well as one of America's Best Employers for Diversity. To learn more about our commitment to diversity and inclusion please visit: 


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. 

Similar jobs

Similar jobs