Investment Portfolio Strategist
3 weeks ago
About the Role:
We are seeking a highly skilled Investment Portfolio Strategist to join our Portfolio Strategy and Management team within Global Private Investments division.
This is a pre-MBA position where the individual will be exposed to the private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy transition and infrastructure) as well as working across the full investment organization.
The successful candidate will play an active and continuous role in the development of a best-in-class private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha.
Responsibilities:
- Support bringing together various private market datasets, tools, navigating both academic and external research literature to provide relevant, real-time analysis impacting portfolio and investment level decisions
- Identify and build models for key portfolio scenario analysis (capital planning, liquidity analysis, portfolio construction) focused on generating actionable insights
- Support the evolution of management reports, including quarterly results, plan/forecasting, capital and liquidity monitoring, risk metrics, portfolio composition and pipeline management
- Continuous focus on improving existing processes and challenging status quo
- Effective and consistent communication across GPI, LMI and LMG, looking for new ways to support innovation, critical thinking, and execution of the private investment's mandate
Requirements:
- Bachelor's Degree from a leading institution
- 3-5 years related work experience (prior experience in private investments, investment banking, or consulting is preferred)
- Experience in private market systems / data / tools / visualization / platforms
- Strong excel and alongside solid base in accounting and finance (python modelling a plus)
- Excellent communication skills (written / verbal / presentation)
- Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy
About Us:
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.
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.
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