Senior Investment Analyst

4 weeks ago

Boston, Massachusetts, United States Liberty Mutual Full time
About the Role

The Capital Solutions team at Liberty Mutual Investments is seeking a highly skilled Senior Analyst to join our team. As a key member of our Private Credit team, you will be responsible for sourcing, screening, and evaluating new investments in private credit funds and co-investments, as well as monitoring existing private credit fund investments within our portfolio.

Key Responsibilities
  • Support the private credit team in prospecting and evaluating new investments in private credit funds and co-investments
  • Lead all aspects of due diligence and analysis of investments, including modeling fund performance and evaluating overall performance
  • 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. This will involve 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 for 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

Manage and maintain 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, and industry.

Project Management

Manage multiple projects at a time and work with external partners and internal 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.

Requirements
  • Bachelor's Degree from a leading institution (Finance, Economics, or Accounting preferred)
  • Years of related work experience (prior experience in private credit, fund investing, direct investing, investment banking, consulting, or M&A is preferred)
  • 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
  • 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

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.

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:

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