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Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: New York City, New York

Salary: $199K - $349K

Liberty Mutual Group is an American diversified global insurer and the sixth-largest property and casualty insurer in the United States. It ranks 71st on the Fortune 100 list of largest corporations in the United States based on 2020 revenue. Based in Boston, Massachusetts, and featuring the Statue of Liberty (formally Liberty Enlightening the World) on its logo, it employs over 45,000 people in more than 900 locations throughout the world. As of December 31, 2021, Liberty Mutual Insurance had $156.043 billion in consolidated assets, $128.195 billion in consolidated liabilities and $48.2 billion in annual consolidated revenue.

Job Summary:

Reporting to the Managing Director and Chief Financial Officer (CFO) of Investments, the Portfolio & Financial Analytics Senior Director manages the Portfolio & Financial Analytics Team providing the broader Liberty Mutual Investments (LMI) organization with data driven insights, investment solutions, and creating expense rigor across investment portfolios.  In addition, this individual will provide a comprehensive view of the financial plan and forecast, identifying associated risks across the entire portfolio from a financial lens, and presenting supporting reports and data to senior leaders as requested.  They will act as a strategic partner to each investment business unit (IBU), with an eye towards risks to our financial performance, and provide knowledge and expertise across all assets (private & public) driving IBU strategic objectives and holistic portfolio solutions.  They will oversee the creation and implementation of a strategic vision and support for budgeting and expense management.


  • Oversees and manages Portfolio & Financial Analytics Team supporting IBUs and the broader LMI business across asset allocation, fixed income, partnership and innovation, and risk management. Responsible for ensuring the Portfolio & Financial Analytics Team provides timely and accurate information to internal (e.g., LMI, Corporate) or external (e.g., rating agencies, auditors) customers.
  • Manages investment and executive reporting to IBUs (e.g., Internal Investment Committee, Board of Directors, Rating Agency) and provides a holistic view of financial performance across entire portfolio to provide recommendations and analysis of the best approach for assets, with a focus on core financial aspects (e.g., constraints, volatility), products, and expenses.
  • Partners with LMI Managing Director/CFO and LMI Senior Leaders to develop and implement investment strategies aligned with LMI’s overall goals and objectives. Oversees implementation of strategies for managing investment portfolio, including financial performance monitoring, risk management, trend analyses, and impacts of asset allocations
  • Partners with Corporate Finance on the annual financial plan and budget
  • Defines best practices and processes to drive rigor in investments, budgeting, and expense management throughout LMI. Partners with direct reports and team to provide consistent, impactful financial analyses and forecasting across respective business units and portfolios.
  • Oversees the completion of accurate and complex ad hoc and on-going financial forecasts and models that assist the business in making decisions, ensuring that trends and outcomes are communicated appropriately to senior management.
  • Establishes metrics for senior leadership highlighting financial performance, key issues, and risks to enable investment decisions and foresight.
  • Directs and provides guidance to the head of Strategic Budgets and Expense Management to provide proactive, individualized budgeting to business units in line with strategic goals, as well as establishing and reviewing processes for expense management to provide deeper insights on spending throughout LMI.
  • Manages department budget by overseeing the preparation of forecasts, annual budgets and analyzing monthly expenses.
  • Forges connections and partnerships with LMI Senior Leaders to understand business perspective on reporting, analysis, risk, and asset allocation from a financial lens.
  • Fosters an environment of continuous improvement, initiating and/or leading cross-functional projects to improve efficiency or effectiveness. Responsible for developing the team’s capabilities to meet both current and future needs of the accounting operation and the enterprise.
  • Takes action to attract, engage and advance the careers of people from all backgrounds and experiences. May recommend changes to the structure of the organization to address changes in the business or improve customer service.


  • Bachelor’s degree in business, Finance or Accounting required.
  • Advanced degree in Finance or Accounting preferable.
  • CFA (Chartered Financial Analyst) or CAA (Chartered Asset Allocator) designation or progress towards preferred.
  • 10+ years of progressive experience in the financial industry within an asset management firm, along with experience at leading financial analysis projects.
  • Demonstrated leadership and management skills- a minimum of four years of managing staff.
  • Demonstrated ability to initiate change as a thought leader.
  • Excellent understanding of financial analysis and investment landscape.
  • Comprehensive understanding of accounting standards (e.g., GAAP, STAT) and investment instruments (ex. Derivatives, Alternatives, Private Credit, Fixed Income). Excellent written and verbal communication skills and decision-making abilities.
  • Experience initiating and leading projects and demonstrated ability to work with senior managers and key stakeholders.

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.