Investment Analyst

Company: The Liberty Mutual Foundation
Location: Boston
Posted on: March 25, 2025

Job Description:

Pay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.DescriptionThe CompanyLiberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global markets and private domains to build capital and generate income. With over $100 billion in assets under management (AUM) and a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY, LMI offers the best of both worlds - the look and feel of a boutique investment firm with 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: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions. 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 PositionWe are seeking a Senior Quantitative Analyst to join the Investment Innovation, Integration & Trading (I3T) team within the Global Liquid Markets (GLM) unit. In this role, you will apply advanced quantitative methods, data modeling, and emerging technologies to enhance investment decision-making across various fixed-income strategies. You will collaborate with team members, Portfolio Managers, and Traders to tackle high-profile projects involving portfolio construction, performance assessment, and the development of new investment strategies. This position is pivotal in advancing our team's expertise and helping LMI thrive in the constantly evolving global financial landscape.Responsibilities:

• Quantitative Model Development:Design and implement quantitative methods and tools for portfolio construction, performance & attribution, and investment strategies in collaboration with Portfolio Managers, Traders, and Risk Managers.
• Analytics & Visualization:Build and refine analytic models, develop robust data pipelines and interactive dashboards, leveraging advanced Python, SQL, Dash and Power BI to translate complex data sets into actionable insights.
• Machine Learning & AI:Employ statistical techniques, machine learning algorithms, and GPT-based solutions to improve market analysis, develop investment strategies, and enhance decision-making processes.
• Innovation & Continuous Improvement:Proactively identify opportunities to upgrade capabilities and stay at the forefront of fixed-income analytics. Monitor industry trends, market developments, and new analytical tools to maintain a competitive edge.
• Project Coordination:Oversee multiple projects simultaneously, ensuring timely delivery of high-quality results. Maintain meticulous attention to detail and effective communication throughout all stages of project execution.Qualifications
  • Education:
    • Numerate self-starter with a bachelor's degree in finance, Economics, Mathematics, Computer Science, Engineering, or a related field (Master's degree a plus).
    • Experience & Technical Skills:
      • 3+ years of experience in portfolio analysis or investment management, with a strong preference for quantitative fixed-income experience.
      • Must have hands-on experience with Python, SQL and familiarity with BI/visualization tools (Dash, Power BI, Jupyter Notebooks).
      • Nice-to-have: Practical knowledge of machine learning and AI (including GPT-based models) and their applications in financial analysis.
      • Tools & Systems:
        • Preferred experience with BlackRock's Aladdin, Bloomberg, and Macrobond for data extraction, portfolio monitoring, and analytics.
        • Soft Skills:
          • Tenacious problem-solving abilities with a focus on efficiency and effectiveness.
          • Strong attention to detail and passion for learning.
          • Excellent communication skills and the ability to work collaboratively in a fast-paced environment.
          • Demonstrated interest in investments and a desire to delve into the intricacies of fixed-income markets.About UsAs a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.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 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: 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.
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Keywords: The Liberty Mutual Foundation, Boston , Investment Analyst, Professions , Boston, Massachusetts