Senior Finance Analyst jobs at Gallagher - 256 jobs

A global investment leader in San Francisco is seeking an experienced industry coverage analyst. This role entails covering leveraged loans and high yield investments, with key responsibilities in underwriting, monitoring investments, and ESG analysis. Candidates should have a minimum of 5 years' experience and preferably a degree, along with strong analytical and communication skills. A collaborative team environment is emphasized, making this a unique opportunity for skilled professionals aiming to impact investment strategies significantly. #J-18808-Ljbffr

Vouch is the insurance broker that powers ambition. We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Why join Vouch? Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.” Work Environment Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Why this role matters As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business. In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future. What you'll do Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives. Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability. Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions. Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities. Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company. Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence. About you Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments. Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch. Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation. Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes. Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors. Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion. Nice to have MBA Experience with insurance or fintech business models Experience with data analytics/visualization tools Experience operating financial planning software Benefits Competitive compensation and equity packages Health, dental, and vision insurance Wellness allowance Company‑sponsored personal and professional development Partnerships with Ethena and monthly Lunch & Learns Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+ Caregiver support with dependent care FSA and Care.com membership Regular performance reviews with goal setting and promotion opportunities Interview Process 30‑minute phone call with recruiting 30‑45 minute video interview with hiring manager Case study/technical screen Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members Executive chat Compensation Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US). Equal Opportunity Statement Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************. #J-18808-Ljbffr

A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will lead financial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options. #J-18808-Ljbffr

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below: Develop a broad understanding of all asset classes invested in by Global Atlantic Support day-to-day reviews of investment guideline compliance reports Assist with ongoing automation efforts Launch of new sidecar compliance processes Help respond to client inquires Run ad-hoc analysis / scenario-based testing for our Investments Team QUALIFICATIONS Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field) Understanding of Fixed Income asset Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments. Strong analytical and problem solving skill set Ability to work with Portfolio Managers and senior management Excellent communication and interpersonal skills to work in a fast paced, team environment This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $72,000-$136,800 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

As a member of the Multi-Asset Solutions team, you will play a critical role in supporting the management and oversight of over $65 billion in multi-asset strategies, including target risk, target date, and alternative asset allocation funds. This position offers a unique opportunity to gain exposure to portfolio management, asset allocation research and cutting-edge investment technology. Responsibilities: Assist in the day-to-day portfolio management and oversight responsibilities of multi-asset portfolios, ensuring alignment with investment objectives Participate in research and portfolio management meetings to help ensure strategy positioning reflects the investment team's market outlook and research perspectives Support portfolio managers in quantitative portfolio construction studies to help formulate optimal strategic and tactical asset allocation mixes Drive innovation by leveraging advanced analytics and technology platforms to optimize portfolio management workflows and enhance scalability Collaborate with portfolio managers and analysts to facilitate systematic and bespoke asset allocation trading and rebalancing activities Incorporate synthetic exposures where appropriate to adjust positioning efficiently and cost-effectively Conduct detailed risk and factor evaluation across multi-asset portfolios to ensure consistency with investment outlooks and mandates Perform performance attribution analysis and compile insights for dissemination across portfolio management and senior management teams Work with client portfolio managers to support communication of investment outlook, trade rationale and performance drivers Build and maintain relationships with key external partners, including brokers and research firms, to gain research insights and understand product development initiatives Collaborate effectively across the organization, including multi-asset portfolio managers and analysts, trading, portfolio construction & risk, manager research, and other key stakeholders Develop and implement systematic tools and dashboards utilizing platforms such as Aladdin, Bloomberg, FactSet, and BarraOne to improve efficiency, transparency and decision-making across asset allocation strategies Gain expertise in new tools and share insights with the team to support adoption and best practices Stay informed on emerging technologies and contribute ideas for process improvements that enhance investment decision-making and operational efficiency Requirements: Bachelor's degree in Economics, Finance, or a related field; CFA and/or MBA or progress toward designation preferred 7+ years of experience in investment-related field Strong quantitative and analytical skills with a demonstrated ability to think critically and solve problems Collaborative team player with excellent written and oral communication skills Advanced proficiency in Excel and PowerPoint; programming skills (Python, VBA, SQL) highly desirable Proficiency in portfolio management and analytical software including BlackRock's Aladdin, FactSet, Bloomberg, Morningstar DIRECT™ and other investment tools a plus Comfort working with large datasets and building automated solutions Ability to manage multiple priorities in a fast-paced environment with strong attention to detail When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $116,000.00 USD - $202,000.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $59,000-$112,200 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Liberty 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 Team: The Real Estate team works with a core group of trusted operating and development partners to deploy capital across property sectors with strong demand. Their portfolio is comprised primarily of equity investments in core-plus, value-added, and opportunistic strategies that generate compelling risk-adjusted returns. The Position: This position will report directly to the Vice President, Head of Portfolio Management, and work closely with the Real Estate team to support the execution of a disciplined, process-oriented portfolio management approach for LMI Real Estate. The Senior Analyst will serve as a key analytical resource, providing timely financial analysis, reporting, and insights to enhance visibility into portfolio performance and support informed asset management and investment decisions. The role includes close collaboration with internal stakeholders and external operating partners to support the execution of business plans, monitor performance, and identify risks and opportunities across the real estate portfolio. #LMI Responsibilities: Support the Vice President, Head of Portfolio Management in the execution and ongoing enhancement of portfolio management processes across the real estate platform. Analyze and monitor the financial performance of portfolio investments, including maintaining and updating financial models, reviewing operating budgets, and identifying performance variances, risks, and liquidity considerations. Develop and maintain cash flow, valuation, and distribution models, including detailed review of joint venture operating agreements and waterfall structures. Maintain property-level valuation analyses in accordance with fair value reporting standards for quarterly and annual financial reporting. Assist with acquisition and investment due diligence, including analysis of property financials, market fundamentals, business plans, and partnership structures. Support the preparation of semi-annual and ad hoc portfolio reporting, coordinating with internal teams and operating partners to ensure accurate and timely data collection and analysis. Assist in the preparation of investment memoranda and presentation materials for the Investment Committee. Conduct market, economic, and demographic research to support asset-level and portfolio-level decision making. Evaluate portfolio assumptions against current market and research fundamentals. Work closely with Legal, Finance, Accounting, and Risk Management to support transaction execution, reporting requirements, and ongoing portfolio oversight. Contribute to the development and enhancement of portfolio management tools and strategy, data infrastructure, and analytics capabilities. Promote collaboration across teams and demonstrate a strong sense of ownership in supporting portfolio outcomes. Assist in portfolio-wide initiatives, focused on maximizing portfolio performance. Qualifications Bachelor's degree with strong academic credentials; 2-4 years of relevant experience in real estate investments, asset management, portfolio management, or a related field. Demonstrated interest in building a long-term career in real estate asset and portfolio management. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Ability to synthesize complex financial and operational information into clear insights and recommendations. Strong written and verbal communication skills, with comfort supporting senior-level presentations and discussions. Self-directed, detail-oriented professional with a strong work ethic and willingness to take on increasing responsibility as the platform grows. Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Relationship Management (RM) team serves as the strategic, enterprise-wide hub for LMI's investment partner engagement, with a primary focus on private markets. The team aims to maximize long-term relationship value, ensure a market-leading presence, and align targeted interactions with LMI's strategic goals. The RM team is seeking a Senior Analyst - Relationship Management to serve as the analytical and operational backbone of the function-enabling scale, efficiency, and data-driven decision-making across partner engagement activities. Working closely with the Head of RM and investment teams, this role will ensure the team has trusted data, repeatable materials, and actionable insights that strengthen relationship planning, targeting, follow-up, and leadership visibility. Success in this role will be reflected in trusted RM reporting, repeatable partner materials, and standardized workflows that improve consistency and throughput across the function. Responsibilities CRM (DealCloud) stewardship: Maintain DealCloud data integrity and usability through consistent data hygiene, basic governance support, and the upkeep of standard dashboards and reporting views for leadership and investment teams. Partner materials (“tearsheets”): Prepare customized partner tearsheets by consolidating and synthesizing data from multiple sources into clear, decision-useful summaries. Relationship planning & targeting support: Support relationship planning by maintaining key partner inputs and helping translate CRM activity and qualitative context into clear engagement priorities, and meeting preparation inputs. Content & materials support: Help maintain and improve access to core RM materials (e.g., partner-facing content, internal references) to support efficient preparation and consistent execution across engagements. Workflow standardization: Coordinate with analysts across the platform to standardize and centralize RM-related workflows, templates, tagging conventions, and reporting definitions. Meeting prep & follow-through: Provide timely support for leadership and investment teams, including pre-meeting preparation, follow-up coordination, and tracking against agreed engagement priorities. Engagement analytics & insights: Identify themes and trends across engagement activity and surface actionable insights to inform RM and investment team strategy and prioritization. Qualifications 3-6+ years of relevant experience in relationship management, investor relations, client service, or a similar stakeholder-facing role within asset management, financial services, or a related field. Demonstrated ability to produce accurate, executive-ready outputs (e.g., summaries, partner briefs/tearsheets, updates) with strong attention to detail. Strong project management and prioritization skills; ability to manage multiple stakeholder requests with responsiveness and sound judgment. Experience working with CRM platforms (preferably DealCloud; Salesforce or similar acceptable) and comfort operating in a data stewardship role. Proven ability to build trust, navigate ambiguity, and partner effectively across senior stakeholders with professionalism, discretion, and responsiveness. Strong analytical skillset (advanced Excel; comfort synthesizing multiple inputs into clear outputs); strong PowerPoint skills preferred. Familiarity with private markets (e.g., PE, private credit, real assets). Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. Practical knowledge of modern AI platforms, large language models, and MLOps concepts. Proven ability to manage complex, multi stakeholder projects from ideation through rollout. Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position We are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management (“PS&M”) team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process. Responsibilities: 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. Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives. Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable. Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools. Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy. Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions. Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment's mandate. Qualifications Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling. Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines. In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus). Ability to work across teams to innovate collaboratively and to achieve desired results 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 Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated We can recommend jobs specifically for you! Click here to get started.

Liberty 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 Team: The Real Estate team works with a core group of trusted operating and development partners to deploy capital across property sectors with strong demand. Their portfolio is comprised primarily of equity investments in core-plus, value-added, and opportunistic strategies that generate compelling risk-adjusted returns. The Position: This position will report directly to the Vice President, Head of Portfolio Management, and work closely with the Real Estate team to support the execution of a disciplined, process-oriented portfolio management approach for LMI Real Estate. The Senior Analyst will serve as a key analytical resource, providing timely financial analysis, reporting, and insights to enhance visibility into portfolio performance and support informed asset management and investment decisions. The role includes close collaboration with internal stakeholders and external operating partners to support the execution of business plans, monitor performance, and identify risks and opportunities across the real estate portfolio. #LMI Responsibilities: Support the Vice President, Head of Portfolio Management in the execution and ongoing enhancement of portfolio management processes across the real estate platform. Analyze and monitor the financial performance of portfolio investments, including maintaining and updating financial models, reviewing operating budgets, and identifying performance variances, risks, and liquidity considerations. Develop and maintain cash flow, valuation, and distribution models, including detailed review of joint venture operating agreements and waterfall structures. Maintain property-level valuation analyses in accordance with fair value reporting standards for quarterly and annual financial reporting. Assist with acquisition and investment due diligence, including analysis of property financials, market fundamentals, business plans, and partnership structures. Support the preparation of semi-annual and ad hoc portfolio reporting, coordinating with internal teams and operating partners to ensure accurate and timely data collection and analysis. Assist in the preparation of investment memoranda and presentation materials for the Investment Committee. Conduct market, economic, and demographic research to support asset-level and portfolio-level decision making. Evaluate portfolio assumptions against current market and research fundamentals. Work closely with Legal, Finance, Accounting, and Risk Management to support transaction execution, reporting requirements, and ongoing portfolio oversight. Contribute to the development and enhancement of portfolio management tools and strategy, data infrastructure, and analytics capabilities. Promote collaboration across teams and demonstrate a strong sense of ownership in supporting portfolio outcomes. Assist in portfolio-wide initiatives, focused on maximizing portfolio performance. Qualifications Bachelor's degree with strong academic credentials; 2-4 years of relevant experience in real estate investments, asset management, portfolio management, or a related field. Demonstrated interest in building a long-term career in real estate asset and portfolio management. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Ability to synthesize complex financial and operational information into clear insights and recommendations. Strong written and verbal communication skills, with comfort supporting senior-level presentations and discussions. Self-directed, detail-oriented professional with a strong work ethic and willingness to take on increasing responsibility as the platform grows. Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Relationship Management (RM) team serves as the strategic, enterprise-wide hub for LMI's investment partner engagement, with a primary focus on private markets. The team aims to maximize long-term relationship value, ensure a market-leading presence, and align targeted interactions with LMI's strategic goals. The RM team is seeking a Senior Analyst - Relationship Management to serve as the analytical and operational backbone of the function-enabling scale, efficiency, and data-driven decision-making across partner engagement activities. Working closely with the Head of RM and investment teams, this role will ensure the team has trusted data, repeatable materials, and actionable insights that strengthen relationship planning, targeting, follow-up, and leadership visibility. Success in this role will be reflected in trusted RM reporting, repeatable partner materials, and standardized workflows that improve consistency and throughput across the function. Responsibilities CRM (DealCloud) stewardship: Maintain DealCloud data integrity and usability through consistent data hygiene, basic governance support, and the upkeep of standard dashboards and reporting views for leadership and investment teams. Partner materials (“tearsheets”): Prepare customized partner tearsheets by consolidating and synthesizing data from multiple sources into clear, decision-useful summaries. Relationship planning & targeting support: Support relationship planning by maintaining key partner inputs and helping translate CRM activity and qualitative context into clear engagement priorities, and meeting preparation inputs. Content & materials support: Help maintain and improve access to core RM materials (e.g., partner-facing content, internal references) to support efficient preparation and consistent execution across engagements. Workflow standardization: Coordinate with analysts across the platform to standardize and centralize RM-related workflows, templates, tagging conventions, and reporting definitions. Meeting prep & follow-through: Provide timely support for leadership and investment teams, including pre-meeting preparation, follow-up coordination, and tracking against agreed engagement priorities. Engagement analytics & insights: Identify themes and trends across engagement activity and surface actionable insights to inform RM and investment team strategy and prioritization. Qualifications 3-6+ years of relevant experience in relationship management, investor relations, client service, or a similar stakeholder-facing role within asset management, financial services, or a related field. Demonstrated ability to produce accurate, executive-ready outputs (e.g., summaries, partner briefs/tearsheets, updates) with strong attention to detail. Strong project management and prioritization skills; ability to manage multiple stakeholder requests with responsiveness and sound judgment. Experience working with CRM platforms (preferably DealCloud; Salesforce or similar acceptable) and comfort operating in a data stewardship role. Proven ability to build trust, navigate ambiguity, and partner effectively across senior stakeholders with professionalism, discretion, and responsiveness. Strong analytical skillset (advanced Excel; comfort synthesizing multiple inputs into clear outputs); strong PowerPoint skills preferred. Familiarity with private markets (e.g., PE, private credit, real assets). Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position We are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management (“PS&M”) team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process. Responsibilities: 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. Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives. Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable. Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools. Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy. Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions. Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment's mandate. Qualifications Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling. Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines. In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus). Ability to work across teams to innovate collaboratively and to achieve desired results 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 Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual will be an integral member of the leveraged financed platform within the Global Credit Markets business. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans. Responsibilities: * Contribute as an integral member of the team to invest in private debt financings across the capital structure, with an emphasis on unitranche, first lien, and second lien loans * Support the investment process from start to finish, working closely with Team Leaders and Credit Research to conduct company and industry research, develop investment recommendations, and to manage loan positions post-closing of the initial investment * Contribute to the preparation of the investment committee memorandums (complete with financial projections) and support Team Leaders in the presentation of the team's investment recommendations to internal investment committees * Assist Team Leaders in the evaluation, structuring, and negotiation of economic and legal terms at both the term sheet stage and during final documentation * Actively monitor the performance of existing investments and maintain relationships post-close with key investment participants, including the Borrower / Sponsor and Agent; provide detailed updates to team members during scheduled portfolio reviews and as needed on an ad-hoc basis * Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting and Risk Management to execute transactions and manage the portfolio * Engage externally with other market participants (e.g. other direct lenders and buyside investors, bankers, advisers, and third-party consultants) as part of the overall investment process * Support relationship coverage with private equity firms across the lower, middle, and large market, as well as other deal sources to help meet the team's origination targets Qualifications * 3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space * Previous experience in underwriting and monitoring credit investments * Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants * Previous experience with credit agreement documentation and/or other relevant legal documentation * Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies * Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process * Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business * Strong academic credentials and a demonstrated track record of successful work experience * Proven ability to work collaboratively in team environments About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position We are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management ("PS&M") team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process. Responsibilities: * 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. * Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives. * Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable. * Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools. * Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy. * Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions. * Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment's mandate. Qualifications * Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling. * Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines. * In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus). * Ability to work across teams to innovate collaboratively and to achieve desired results * 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 Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated

Liberty 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 Team: The Real Estate team works with a core group of trusted operating and development partners to deploy capital across property sectors with strong demand. Their portfolio is comprised primarily of equity investments in core-plus, value-added, and opportunistic strategies that generate compelling risk-adjusted returns. The Position: This position will report directly to the Vice President, Head of Portfolio Management, and work closely with the Real Estate team to support the execution of a disciplined, process-oriented portfolio management approach for LMI Real Estate. The Senior Analyst will serve as a key analytical resource, providing timely financial analysis, reporting, and insights to enhance visibility into portfolio performance and support informed asset management and investment decisions. The role includes close collaboration with internal stakeholders and external operating partners to support the execution of business plans, monitor performance, and identify risks and opportunities across the real estate portfolio. #LMI Responsibilities: * Support the Vice President, Head of Portfolio Management in the execution and ongoing enhancement of portfolio management processes across the real estate platform. * Analyze and monitor the financial performance of portfolio investments, including maintaining and updating financial models, reviewing operating budgets, and identifying performance variances, risks, and liquidity considerations. * Develop and maintain cash flow, valuation, and distribution models, including detailed review of joint venture operating agreements and waterfall structures. * Maintain property-level valuation analyses in accordance with fair value reporting standards for quarterly and annual financial reporting. * Assist with acquisition and investment due diligence, including analysis of property financials, market fundamentals, business plans, and partnership structures. * Support the preparation of semi-annual and ad hoc portfolio reporting, coordinating with internal teams and operating partners to ensure accurate and timely data collection and analysis. * Assist in the preparation of investment memoranda and presentation materials for the Investment Committee. * Conduct market, economic, and demographic research to support asset-level and portfolio-level decision making. Evaluate portfolio assumptions against current market and research fundamentals. * Work closely with Legal, Finance, Accounting, and Risk Management to support transaction execution, reporting requirements, and ongoing portfolio oversight. * Contribute to the development and enhancement of portfolio management tools and strategy, data infrastructure, and analytics capabilities. * Promote collaboration across teams and demonstrate a strong sense of ownership in supporting portfolio outcomes. Assist in portfolio-wide initiatives, focused on maximizing portfolio performance. Qualifications * Bachelor's degree with strong academic credentials; 2-4 years of relevant experience in real estate investments, asset management, portfolio management, or a related field. * Demonstrated interest in building a long-term career in real estate asset and portfolio management. * Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. * Ability to synthesize complex financial and operational information into clear insights and recommendations. * Strong written and verbal communication skills, with comfort supporting senior-level presentations and discussions. * Self-directed, detail-oriented professional with a strong work ethic and willingness to take on increasing responsibility as the platform grows. * Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. 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. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: * Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: * Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: * Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: * Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: * Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: * Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: * Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications * 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. * Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. * Practical knowledge of modern AI platforms, large language models, and MLOps concepts. * Proven ability to manage complex, multi stakeholder projects from ideation through rollout. * Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. * Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The 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. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. 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. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters. As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals. How you'll help move us forward: Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity . This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting. Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting The experience you bring: 7+ years of experience working in investment operations/middle office role in asset management or investment banking College degree in finance, accounting, or similar discipline, is preferred Thorough understanding of fixed-income investments, including trading workflows and systems involved Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy Advanced research and resolution skills, including familiarity with legal documents Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments What makes you stand out: CFA/MBA beneficial, but not required Advance technical data skills: SQL, Python, Power BI and Excel Knowledge of handling and interpreting datasets Comprehensive knowledge of MS Office Suite Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives Working knowledge of the following systems: Bloomberg, FactSet, Salesforce You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-TM1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $121,770.00 - $148,830.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.) We can recommend jobs specifically for you! Click here to get started.