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Senior Analyst jobs at Sun Life of Canada - 779 jobs

  • Sr. Director, Municipal Research Analyst

    Teachers Insurance and Annuity Association of America 4.6company rating

    Chicago, IL jobs

    The Sr. Director-Municipal Research Analyst job is considered a subject matter expert in credit research on municipal bond credit. The Analyst is fluent at analyzing credit quality of muni issuers such as state and local governments, not-for-profit organizations, and other types of muni issuers. Working independently, this job analyzes financial documents, conducts industry and competitive analysis, and prepares reports related to municipal bond credit. This job contributes to the overall success of Municipal Research team and stays current on industry trends to provide detailed credit analysis and sector views. The job also advises and mentors more junior analysts on municipal credit analysis. Key Responsibilities and Duties Conducts and reviews fundamental credit research and relative value analysis on complex municipal issuers and develops written and oral reports articulating and supporting credit opinions. Research may include quantitative analysis, as well as cash flow and average life modeling. Conducts and guides sector research and is up to date on sector trends impacting muni credit. Conveys credit opinions to the portfolio management teams through written reports and presentations. Leads and participates in team-wide projects and initiatives, including but not limited to data and technology focused projects. Attends and may speak at industry conferences. Conducts site visits as necessary. Uses and incorporates new technology, data management, and analytical tools to complete municipal research initiatives. Collaborates with management on improvements to research and development procedures and techniques, as well as best practices. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Qualifications Minimum of 5+ years of municipal credit research experience. Preferred Qualifications 7+ years of municipal credit research experience. Master's degree or CFA. Advanced skills with Microsoft Excel, computer coding skills and knowledge of Python. Knowledge of Creditscope and Bloomberg is a plus. Strong analytical skills and exceptional problem recognition and resolution skills. Advanced mathematical, financial statement analysis, and accounting skills. Excellent communication skills (oral and written). Ability to work within a team, as well as complete projects independently. Related Skills Accountability, Capital Markets, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Credit Analysis, Data Analysis, Detail-Oriented, Due Diligence, Financial Acumen, Financial Modeling, Financial Statements, Muni Acumen, Public Policy, Quantitative Analysis, Research Synthesization, Technical Writing Anticipated Posting End Date 2026-01-31 Base Pay Range $136,000/yr - $190,000/yr Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************** Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-***********88.pdf) #J-18808-Ljbffr
    $136k-190k yearly 5d ago
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  • Oliver Wyman - Senior Research Analyst, Transportation

    Marsh & McLennan Companies, Inc. 4.8company rating

    Houston, TX jobs

    About Oliver Wyman At Oliver Wyman, a Marsh (NYSE: MRSH) business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments. As a business of Marsh, we work alongside the world's leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow us on LinkedIn and X. Role Overview: The Knowledge Team supports our firm by planning and execution of demanding research projects for diverse topics and industries, as well as the interpretation, evaluation, and preparation of results. We are currently seeking a Senior Research Analyst who will support the Transportation and Advanced Industries team, who work with companies that transport people and goods and that build and service the required equipment. As a key resource for the Transportation practice, you will deliver impactful research and insights while building strong relationships with practice leaders and stakeholders. You will synthesize information from diverse sources, including proprietary databases and industry reports, to provide actionable recommendations. Staying current on emerging trends in your sector will be essential to enhancing your analysis. The ideal candidate will demonstrate a commitment to collaboration, creativity, and continuous learning, becoming a trusted advisor recognized for their emerging expertise. This is a hybrid role that requires 3 days per week in the office. There is no option to be fully remote. Key Responsibilities: * Support client project and business development research needs: Scope and develop research requirements, conducting timely and cost-effective research tailored to specific needs. Deliver well-synthesized research outputs from multiple sources, providing credible insights that support business development and project objectives * Data Management & Analysis: Manage large datasets, conducting thorough data analysis to identify key trends and inconsistencies * Customized Research Products: Contribute to or lead the development of customized research products, including sector/company fact-packs, benchmarks, and trend analyses * Storyline Development: Contribute to the development of research storylines, supporting point-of-view reports and marketing collateral * AI Integration: Utilize OW's Artificial Intelligence products to enhance research processes and deliverables * Collaboration & Coaching: Collaborate with junior research colleagues and the global Knowledge Services team, sharing insights and providing coaching * Build trusted relationships with clients, discuss and set expectations effectively to ensure alignment with project goals * Synthesize findings compellingly, identifying what is most relevant to the project and highlighting gaps based on industry knowledge * Stay current on emerging trends and technologies, developing expertise that is recognized by peers, managers, and clients Experience Required: * Bachelors degree and 4+ years of research experience as a researcher or analyst at a management consultancy, bank, or market research vendor or transportation research role. * Strong interest in transportation sector with an understanding of trends, competitive impacts, and regulatory changes affecting the sector. This could include coverage of topics related to rail, shipping/postal, freight and the logistics sectors. * Demonstrated research skills, including strong secondary research abilities and experience managing large datasets. * Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) and experience with Transportation research sources and tools such as S&P Capital IQ * Familiarity with AI tools to enhance research deliverables and knowledge of additional technical skills beneficial Skills and Attributes: * Passion for learning and an initiative-taking attitude * Attention to detail and high accuracy in deliverables * Creative critical thinking skills and a tenacious drive to tackle complex challenges * Commitment to integrity, inclusivity, and engagement with colleagues and clients * Strong project management skills and a collaborative approach with service orientation. * Ability to articulate complex ideas clearly and negotiate project scopes with senior clients while managing expectations. * Commitment to ongoing professional development, and a continuous learning mindset. You are encouraged to take advantage of our training opportunities. What OW offers you: * Be part of an inclusive culture that values integrity, collaboration, and innovation. * We provide a stimulating working environment that provides opportunities for professional growth, access to mentoring and training programs * Collaborate with world-class professionals in a dynamic, supportive environment * Attractive compensation package and selection of benefits * Learn to deepen your industry knowledge and build your skills Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
    $80k-111k yearly est. 5d ago
  • Senior Analyst, Supply Chain Program Management

    Asurion 4.0company rating

    Smyrna, TN jobs

    Senior Analyst, SCM Channel Management PURPOSE AND DESCRIPTION The Senior Analyst, Supply Chain Channel Management, will be assigned to specific client accounts and will be responsible for using data and inputs from the supply chain team to complete financial and operational analysis and provide recommendations on options that will help the team define the best path forward when it comes to achieving program targets. Depending on the project or recommendation, this person will also be responsible for keeping track of targets and deadlines to make sure we deliver new or different capabilities on time and on budget (with leadership oversight). The successful candidate must possess strong financial, analytical, problem solving, and basic project management skills, as well as be able to work cross-functionally with Asurion finance and supply chain stakeholders. A strong sense of curiosity and ability to question “why something is as it is” is paramount. ESSENTIAL FUNCTIONS Program Decision Making Build financial models in excel and use that data to make recommendations to the business about the best path forward. Understand financial modeling built by others to understand and communicate downstream business impacts to various levels within the organization. Validate complex financial models to make sure inputs align with business KPIs and capabilities. Provide inputs into pricing exercises, as directed by leadership. These inputs will be gathered from dashboards or analysis from multiple sources but will potentially need to be adjusted to address each pricing exercise. This person will work with their leader to create compelling material and commentary for use in presentations to explain financial findings, business cases, and monthly results/priorities. Performance Tracking and Monitoring Monitor and explain changes in program KPIs. This will require cross-functional work with the supply chain teams to understand root causes of issues as well as articulating what the team is doing to address the issues. Understand financial impact of movements in KPIs to help prioritize work for self and to know when it is important to do more research on KPI trends. Understand and document supply chain processes and guiding principles. This will help identify process gaps, similarities and differences by program that may need to be standardized and identify potential areas to explore for initiative savings. Serve as an inspector in forums such as the WPM and initiative meeting, asking critical questions about impacts to metrics and questioning “why something is as it is.” Program Communication Working with supply chain team and finance, coordinate flow of information and assimilate data necessary to prepare required weekly and monthly dashboarding and presentations that will be used in meetings. Speak to portions of program performance and metrics in standard weekly and monthly forums such as the MBR. Serve as a key business connection between supply chain, finance, and Program Management, communicating changes, trends, and forecast inputs to both groups to keep our financial projections and business cases as updated and aligned as possible. Issue Management In a complex and dynamic business such as ours, things break and exceptions arise. When alerted by leaders across supply chain of an event that requires research, this person will work with the supply chain team to identify what happened and what we may need to do to fix it. Identify root causes of issues and push the supply chain team to fix processes in sustainable ways. Project Management Help leaders collect inputs or status updates from members of the project team as requested. Work with leadership to pull together project plan timelines, deliverables, and owners. Other duties as assigned MINIMUM REQUIREMENTS Skills/Knowledge: Bachelor's degree and 2-4 years of experience in finance, Accounting, or Project management required. If experience falls outside of these disciplines, then candidate must demonstrate cross-functional work experience across multiple business functions that gives them financial/project management exposure. Experience in financial excel modeling, especially operations FP&A Systems aptitude The ability to develop complex formulas, perform calculations and demonstrate how data was derived Experience with financial or analytical scenario analysis with complex data sets. The ability to create reports, dashboards and financial records Demonstrated ability to collect and organize data to help frame problems and possible solutions. Position requires a strong verbal & written communication skill set and the ability to communicate well with all levels of management as well as across various disciplines A self-directed individual with a strong ability to manage ambiguity and who adapts readily and easily to changes in priorities and business conditions Ability to excel in an open, flexible, results-oriented, performance-based environment Ability to maintain multiple/overlapping deadlines and deliver in a timely fashion This role is primarily based in the Nashville area. The ability to be in the office at least 3 days per week is required.
    $67k-84k yearly est. 1d ago
  • Senior Contract Analyst

    Forrest T. Jones & Company 4.0company rating

    Kansas City, MO jobs

    Responsible for drafting policy forms, product design, and review of sales materials relative to the applicable laws, regulations and administrative procedures. Keeps current on all new requirements or changes regarding product development, policy filings and administration of those products for inclusion in the necessary contractual arrangements. This position entails utilizing compliance and legal skills and product knowledge with respect to insurance, services, and handling more complex legal/compliance projects in the legislative and regulatory framework. Expectations Product Development - Policy formation and drafting relative to the laws and regulations of the applicable jurisdictions for various insurance products Create state specific policy forms adhering to state statutes while working closely with state insurance department personnel Researches and responds to states' objections/questions via the SERFF and I File systems Assists in the implementation of and/or development of administrative procedures and communication of such when changes are required by law Review sales materials for compliance Miscellaneous research of legal and compliance issues Competencies Excellent organizational skills and interpersonal communication skills (oral/written/listening) Proficiency in software applications, such as Word, Excel, Outlook, and Access Must be detail oriented and a self-starter with the ability to work independently Requisites Bachelor's Degree or equivalent industry experience 5+ years' experience with a variety of insurance products In-depth knowledge of Individual and Group, Life, A&H, Disability, Self-Funded and Annuity business, and the relating laws and regulations in all states Knowledge of marketing and administrative functions relative to the insurance laws and regulations We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; plus voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
    $54k-70k yearly est. 4d ago
  • Senior Workday HRIS Analyst

    Hub International 4.8company rating

    Chicago, IL jobs

    ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and more than 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Overview of Position: The Senior HR Tech Analyst will play a vital role in supporting HUB's HCM business processes by leveraging their expertise in Workday and related HR technologies. The primary objective of this role will be to ensure the efficient operation, configuration, and continuous improvement of the Workday Human Capital Management System to meet the needs of our employees and the business. This position is hands-on and requires strong knowledge of Human Resources Information Systems (HRIS), Workday (specifically) and experience with other Human Resources functions (i.e. Payroll, Benefits, Time & Absence, Compensation etc.) This role will serve as a technical point-of-contact for assigned functional areas and subject matter expert ensuring operational effectiveness, data integrity, testing of system changes, and analyzing data flows for process improvement opportunities. Key Responsibilities: Configure and customize Workday to align with the organization's evolving needs and business requirements. Act as a consultant to business units, offering strategic guidance on maximizing the capabilities of HRIS systems. Review release summaries, facilitate breakout sessions with COEs, and manage release testing. Identify enhancement opportunities and assess impacts on downstream systems. Stay informed about current trends in HRMS, focusing on product/service development, delivery, and support. Apply relevant technologies to improve system effectiveness. Recommend process enhancements, innovative solutions, and policy updates to improve operational efficiency and customer service. Evaluate, build, and maintain various Workday modules, including Performance & Talent, Payroll, Benefits, Time & Absence, HCM, Reporting, and Dashboards. Support ad-hoc reporting requests across the organization. Document standard processes and procedures; create user guides, checklists, and job aids for functional practitioners. Respond to and resolve HRIS tickets in a timely manner, ensuring smooth system operations. Serve as a subject matter expert, providing technical support and guidance to system end users. Train new system users, develop user-friendly procedures, and create training materials, job aids, and documentation. Mentor and provide guidance to junior team members, fostering growth and expertise within the team. Qualifications and Requirements: Education: Bachelor's degree in a related discipline (e.g., Information Systems, Human Resources, or Business) is required, OR 4+ years of relevant experience in an HRIS analyst role with configuration expertise in two or more Workday modules, such as HCM, Recruiting, Compensation, Benefits, Payroll, Time & Attendance, or Performance & Talent Management. Certifications: Workday Partner or Pro Certification is preferred. Experience: 2+ years of Workday consulting and/or implementation experience is preferred. Insurance industry experience is an asset. Experience with change management is a plus. Skills and Competencies: Excellent analytical skills with the ability to collect, analyze, and present data effectively. Exceptional communication skills, with the ability to interact with varying levels of leadership, evaluate expressed and unexpressed needs, and translate them into clear requirements. Strong customer service orientation with a professional and approachable demeanor. Solution-oriented mindset with solid business acumen. Critical thinking and the ability to work independently. Strong organizational skills and attention to detail. Proven ability to identify and resolve problems in a timely and effective manner. Ability to maintain strict confidentiality. JOIN OUR TEAM Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees. Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $110,000- $120,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
    $110k-120k yearly 2d ago
  • Placement Consultant

    Marsh McLennan Agency 4.9company rating

    Dallas, TX jobs

    ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
    $72k-103k yearly est. 2d ago
  • Technical Business Analyst Intern (Potential Insure Your Future)

    Delta Dental Ins 4.9company rating

    Johnston, IA jobs

    Come Smile with Us! As a Technical Business Analyst Intern at Delta Dental of Iowa, you will work alongside a talented Technology team to elicit requirements and test development updates. You will meet with business representatives to understand requests and document them; work with the technical team on how it might be accomplished; then test once developed. This hands-on role offers an immersive learning experience, giving you the opportunity to contribute innovative ideas to real world projects, troubleshoot and solve technical challenges, and apply technologies to support business goals. You will gain meaningful experience in a collaborative environment where your work will have visible impact on our business and the communities we serve. Seeking candidates available to start in May 18, 2026 to work full time during the summer. Work hours are primarily Monday through Friday, 8:00 a.m. to 5:00 p.m. This hybrid position is located in Johnston, Iowa. Learn why Tessa enjoyed being a Delta Dental Intern. Learning Objectives: Collaborate effectively with both business and technical teams, working independently and in group settings to support project goals. Gain hands-on experience in prioritizing tasks and managing daily responsibilities in a dynamic work environment. Create and maintain documentation for business processes and technical procedures using tools such as Visio, Microsoft Word, Excel, and whiteboarding techniques. This includes writing clear descriptions, designing process flows, and producing visual diagrams. Explore the insurance industry, learning how business operations and technology intersect to solve real-world challenges. Develop problem-solving skills, including how to identify win-win solutions that balance stakeholder needs. Work with data, learning how to query and analyze information to answer business questions and understand underlying scenarios. Experience a professional work culture, including communication, collaboration, and workplace expectations. Understand the software testing lifecycle, including how to write and execute test cases, the importance of testing, and considerations for test automation. Demonstrate curiosity and analytical thinking by investigating unfamiliar systems or workflows. Use structured inquiry - such as asking a series of targeted questions - to uncover how a process works, identify key stakeholders, and document the end-to-end flow in a clear and actionable format. Engage in programs and networking opportunities to strengthen business acumen in the insurance industry. Support internship program by motivating and driving participation among intern peers to fully engage with opportunities available throughout the summer. Represent Delta Dental of Iowa as well as the other Delta Dental companies in a professional manner both internally and externally. Maintain strict confidentiality. Perform other duties as assigned. Requirements Required Undergraduate student pursuing a degree in MIS, Business Administration, Computer Science or related field. Minimum 3.0 GPA (verified by transcript). Current enrollment in a college or university. Proficient in Microsoft Office. Strong attention to detail. Excellent written and verbal communication skills. Strong critical thinking skills. Self-motivated to learn and ability to work independently and with diverse teams. Participants will be required to submit a written analysis of project work and present a summary of analysis to leadership at the end of the program. Freshman and Sophomore candidates will participate in the Insure Your Future program with specific leadership development/networking opportunities on the following dates from 1:30 - 5:00 p.m.: a) Thursday, June 4th, 2026 b) Tuesday, June 25, 2026 c) Thursday, July 9, 2026 d) Thursday, July 23, 2026 Preferred Research and data analysis skills. Delta Dental of Iowa is an Equal Opportunity Employer that does not discriminate on the basis of race, sex, national origin, religion, age, disability and any other characteristic protected by applicable law. It is also the policy of Delta Dental of Iowa to take affirmative action to employ and to advance in employment, all persons regardless of their status as individuals with disabilities or protected veterans, and to base all employment decisions only on valid job requirements.
    $34k-43k yearly est. 60d+ ago
  • Senior Fixed Income Investment Operations Analyst

    Pacific Life 4.5company rating

    Charlotte, NC jobs

    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. We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Charlotte, NC. The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration. How you'll help move us forward: Perform daily reconciliation of Security Master data across internal and external systems. Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms. Research and resolve discrepancies between trading and accounting systems. Leverage querying tools to extract and analyze targeted security details. Run automated validation checks to identify and address data quality issues. Create and maintain reports to identify missing or inconsistent data. Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy. Produce timely and accurate 'gold-copy' investment data across assigned domains. Execute and analyze daily and periodic data quality control queries. Troubleshoot and resolve data feed issues, escalating when necessary. Support regulatory and internal reporting requirements. Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency. Conduct root cause analysis of data errors and implement corrective actions. Develop deep knowledge of assigned funds and securities to support global operational processes. Participate in system testing, monitoring, and project-related activities. Create, maintain, and enhance procedures and workflows to support data integrity and compliance. Monitor end-of-day processing to ensure accurate data flow to downstream systems. Provide support for ad hoc requests and coverage for team responsibilities as needed. The experience you bring: 5+ years of experience in investment operations or other investment-related role Hands on experience maintaining and reconciling Security Master data College degree in finance, accounting, or equivalent work experience. Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite Proficiency in data querying tools (e.g., SQL, Python, Excel). Substantial experience with trading platforms, investment accounting systems, and custodian data feeds. Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills with the ability to collaborate across teams. Demonstrate ownership and accountability for data accuracy and integrity. Work effectively across departments and with external partners. Manage multiple priorities and adapts to changing business needs. Ensure high-quality outputs and thorough analysis. What will make you stand out: Experience with data governance frameworks and data quality initiatives. Familiarity with regulatory reporting requirements. Knowledge of data visualization tools (e.g., Power BI, Tableau). Project management experience including documenting requirements Expertise in Corporate Action Events You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 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. $43.97 - $53.74 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 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 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.
    $66k-108k yearly est. Auto-Apply 2d ago
  • Investment Operations Senior Analyst

    Global Atlantic Financial Group Limited 4.8company rating

    Boston, MA jobs

    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.
    $72k-136.8k yearly Auto-Apply 19d ago
  • Sr. Investment Analyst, Multi-Asset Solutions Team

    John Hancock 4.4company rating

    Boston, MA jobs

    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.)
    $116k-202k yearly Auto-Apply 16d ago
  • Senior Analyst, Investment Accounting

    Global Atlantic Financial Group Limited 4.8company rating

    Boston, MA jobs

    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 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.
    $80k-110k yearly Auto-Apply 19d ago
  • Senior Analyst, Investment Accounting

    Global Atlantic Financial Group 4.8company rating

    Boston, MA jobs

    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 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.
    $80k-110k yearly Easy Apply 60d+ ago
  • Senior Analyst, Real Estate - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Boston, MA jobs

    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.
    $104k-131k yearly est. Auto-Apply 13d ago
  • Senior Analyst, Relationship Management - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Boston, MA jobs

    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.
    $104k-131k yearly est. Auto-Apply 21d ago
  • Sr Analyst, AI Enablement Strategy - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Boston, MA jobs

    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.
    $104k-131k yearly est. Auto-Apply 21d ago
  • Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Boston, MA jobs

    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.
    $104k-131k yearly est. Auto-Apply 14d ago
  • Senior Analyst, Real Estate - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Boston, MA jobs

    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
    $104k-131k yearly est. Auto-Apply 11d ago
  • Senior Analyst, Relationship Management - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Boston, MA jobs

    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
    $104k-131k yearly est. Auto-Apply 39d ago
  • Associate Experience Analyst

    West Bend Mutual Insurance 4.8company rating

    West Bend, WI jobs

    The Associate Experience Analyst supports implementing Human Resources (HR) talent strategies to enhance the associate and candidate experiences and build a company culture that supports business objectives and values. It also supports continuous improvement efforts towards HR processes to drive greater efficiency. Work Location This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. Responsibilities & Qualifications Summary of Responsibilities At the heart of our culture is a simple belief: when our associates thrive, our business thrives. As an Associate Experience Analyst, you'll help bring that belief to life. In this role, you'll champion initiatives that elevate every stage of the associate and candidate journey-ensuring our people feel heard, valued, and inspired. You'll support high-impact HR strategies, strengthen our culture, and help shape a workplace experience that reflects who we are and where we're going. Key Responsibilities * Amplify the associate voice by driving our listening strategy-creating meaningful feedback loops and transforming insights into action.• Strengthen engagement across the enterprise by supporting survey strategies, recognition programs, and follow-through on company-wide action plans.• Bring our culture to life through initiatives that embed our values into daily interactions, leadership behaviors, and the overall associate experience.• Create moments that matter by planning and delivering signature events such as our annual Summit and milestone celebrations.• Curate a thoughtful associate journey, shaping key touchpoints like 3- and 12-month check-ins to foster connection, clarity, and community.• Collaborate across teams, partnering with Organizational CX to align associate and customer experience strategies.• Advance inclusion and belonging through targeted programming that strengthens a culture where everyone can contribute and thrive.• Champion community engagement by coordinating volunteer opportunities and supporting our volunteer time off (VTO) program.• Drive HR excellence by evaluating processes, identifying efficiency opportunities, and helping design scalable, streamlined workflows. Preferred Experience & Skills * 4-6 years of HR or related experience• Experience with continuous improvement methodologies• Familiarity with associate engagement platforms and tools• Strong awareness of workplace and cultural trends• Excellent project management and organizational skills• Ability to build influence and alignment across teams• Creative, solutions-oriented mindset• Exceptional written and verbal communication skills• Ability to translate feedback into thoughtful action• Comfort working with workforce and business analytics Preferred Education * Bachelor's degree in Human Resources or a related field INDSP #LI-BW1 Salary Statement The salary range for this position is $86,000-$108,000. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: * Medical & Prescription Insurance * Health Savings Account * Dental Insurance * Vision Insurance * Short and Long Term Disability * Flexible Spending Accounts * Life and Accidental Death & Disability * Accident and Critical Illness Insurance * Employee Assistance Program * 401(k) Plan with Company Match * Pet Insurance * Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates * Bonus eligible based on performance * West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
    $86k-108k yearly Auto-Apply 57d ago
  • Associate Experience Analyst

    West Bend Insurance Company 4.8company rating

    West Bend, WI jobs

    The Associate Experience Analyst supports implementing Human Resources (HR) talent strategies to enhance the associate and candidate experiences and build a company culture that supports business objectives and values. It also supports continuous improvement efforts towards HR processes to drive greater efficiency. Work Location This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. Responsibilities & Qualifications Summary of Responsibilities At the heart of our culture is a simple belief: when our associates thrive, our business thrives. As an Associate Experience Analyst, you'll help bring that belief to life. In this role, you'll champion initiatives that elevate every stage of the associate and candidate journey-ensuring our people feel heard, valued, and inspired. You'll support high-impact HR strategies, strengthen our culture, and help shape a workplace experience that reflects who we are and where we're going. Key Responsibilities Amplify the associate voice by driving our listening strategy-creating meaningful feedback loops and transforming insights into action. • Strengthen engagement across the enterprise by supporting survey strategies, recognition programs, and follow-through on company-wide action plans. • Bring our culture to life through initiatives that embed our values into daily interactions, leadership behaviors, and the overall associate experience. • Create moments that matter by planning and delivering signature events such as our annual Summit and milestone celebrations. • Curate a thoughtful associate journey, shaping key touchpoints like 3- and 12-month check-ins to foster connection, clarity, and community. • Collaborate across teams, partnering with Organizational CX to align associate and customer experience strategies. • Advance inclusion and belonging through targeted programming that strengthens a culture where everyone can contribute and thrive. • Champion community engagement by coordinating volunteer opportunities and supporting our volunteer time off (VTO) program. • Drive HR excellence by evaluating processes, identifying efficiency opportunities, and helping design scalable, streamlined workflows. Preferred Experience & Skills 4-6 years of HR or related experience • Experience with continuous improvement methodologies • Familiarity with associate engagement platforms and tools • Strong awareness of workplace and cultural trends • Excellent project management and organizational skills • Ability to build influence and alignment across teams • Creative, solutions-oriented mindset • Exceptional written and verbal communication skills • Ability to translate feedback into thoughtful action • Comfort working with workforce and business analytics Preferred Education Bachelor's degree in Human Resources or a related field INDSP #LI-BW1 Salary Statement The salary range for this position is $86,000-$108,000. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: Medical & Prescription Insurance Health Savings Account Dental Insurance Vision Insurance Short and Long Term Disability Flexible Spending Accounts Life and Accidental Death & Disability Accident and Critical Illness Insurance Employee Assistance Program 401(k) Plan with Company Match Pet Insurance Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates Bonus eligible based on performance West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
    $86k-108k yearly Auto-Apply 56d ago

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