Senior Analyst jobs at Sun Life of Canada - 762 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.

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.

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: ****************************

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.

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

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

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 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.

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.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Relationship Management (RM) team serves as the strategic, enterprise-wide hub for LMI's investment partner engagement, with a primary focus on private markets. The team aims to maximize long-term relationship value, ensure a market-leading presence, and align targeted interactions with LMI's strategic goals. The RM team is seeking a Senior Analyst - Relationship Management to serve as the analytical and operational backbone of the function-enabling scale, efficiency, and data-driven decision-making across partner engagement activities. Working closely with the Head of RM and investment teams, this role will ensure the team has trusted data, repeatable materials, and actionable insights that strengthen relationship planning, targeting, follow-up, and leadership visibility. Success in this role will be reflected in trusted RM reporting, repeatable partner materials, and standardized workflows that improve consistency and throughput across the function. Responsibilities * CRM (DealCloud) stewardship: Maintain DealCloud data integrity and usability through consistent data hygiene, basic governance support, and the upkeep of standard dashboards and reporting views for leadership and investment teams. * Partner materials ("tearsheets"): Prepare customized partner tearsheets by consolidating and synthesizing data from multiple sources into clear, decision-useful summaries. * Relationship planning & targeting support: Support relationship planning by maintaining key partner inputs and helping translate CRM activity and qualitative context into clear engagement priorities, and meeting preparation inputs. * Content & materials support: Help maintain and improve access to core RM materials (e.g., partner-facing content, internal references) to support efficient preparation and consistent execution across engagements. * Workflow standardization: Coordinate with analysts across the platform to standardize and centralize RM-related workflows, templates, tagging conventions, and reporting definitions. * Meeting prep & follow-through: Provide timely support for leadership and investment teams, including pre-meeting preparation, follow-up coordination, and tracking against agreed engagement priorities. * Engagement analytics & insights: Identify themes and trends across engagement activity and surface actionable insights to inform RM and investment team strategy and prioritization. Qualifications * 3-6+ years of relevant experience in relationship management, investor relations, client service, or a similar stakeholder-facing role within asset management, financial services, or a related field. * Demonstrated ability to produce accurate, executive-ready outputs (e.g., summaries, partner briefs/tearsheets, updates) with strong attention to detail. * Strong project management and prioritization skills; ability to manage multiple stakeholder requests with responsiveness and sound judgment. * Experience working with CRM platforms (preferably DealCloud; Salesforce or similar acceptable) and comfort operating in a data stewardship role. * Proven ability to build trust, navigate ambiguity, and partner effectively across senior stakeholders with professionalism, discretion, and responsiveness. * Strong analytical skillset (advanced Excel; comfort synthesizing multiple inputs into clear outputs); strong PowerPoint skills preferred. * Familiarity with private markets (e.g., PE, private credit, real assets). * Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position 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

Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global markets and private domains to build capital and generate income. With over $100 billion in assets under management (AUM) and a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY, LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. LMI has been on a transformation path to spur innovation, capitalize on deep expertise, and scale its returns on long-term flexible capital through a “one firm, one portfolio, one team” mindset. Our operating model is built on three pillars: centralized portfolio construction, asset management, and investment-enabling services. The teams are structured as Investment Business Units (IBUs) working in concert: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions. Our portfolio spans a broad spectrum of public and private asset classes, and we are committed to expanding our capabilities and our toolkit in furtherance of our mission. The Team: The Real Estate team works with a core group of trusted operating and development partners to deploy capital across property sectors with strong demand. Their portfolio is comprised primarily of equity investments in core-plus, value-added, and opportunistic strategies that generate compelling risk-adjusted returns. The Position: This position will report directly to the Vice President, Head of Portfolio Management, and work closely with the Real Estate team to support the execution of a disciplined, process-oriented portfolio management approach for LMI Real Estate. The Senior Analyst will serve as a key analytical resource, providing timely financial analysis, reporting, and insights to enhance visibility into portfolio performance and support informed asset management and investment decisions. The role includes close collaboration with internal stakeholders and external operating partners to support the execution of business plans, monitor performance, and identify risks and opportunities across the real estate portfolio. #LMI Responsibilities: Support the Vice President, Head of Portfolio Management in the execution and ongoing enhancement of portfolio management processes across the real estate platform. Analyze and monitor the financial performance of portfolio investments, including maintaining and updating financial models, reviewing operating budgets, and identifying performance variances, risks, and liquidity considerations. Develop and maintain cash flow, valuation, and distribution models, including detailed review of joint venture operating agreements and waterfall structures. Maintain property-level valuation analyses in accordance with fair value reporting standards for quarterly and annual financial reporting. Assist with acquisition and investment due diligence, including analysis of property financials, market fundamentals, business plans, and partnership structures. Support the preparation of semi-annual and ad hoc portfolio reporting, coordinating with internal teams and operating partners to ensure accurate and timely data collection and analysis. Assist in the preparation of investment memoranda and presentation materials for the Investment Committee. Conduct market, economic, and demographic research to support asset-level and portfolio-level decision making. Evaluate portfolio assumptions against current market and research fundamentals. Work closely with Legal, Finance, Accounting, and Risk Management to support transaction execution, reporting requirements, and ongoing portfolio oversight. Contribute to the development and enhancement of portfolio management tools and strategy, data infrastructure, and analytics capabilities. Promote collaboration across teams and demonstrate a strong sense of ownership in supporting portfolio outcomes. Assist in portfolio-wide initiatives, focused on maximizing portfolio performance. Qualifications Bachelor's degree with strong academic credentials; 2-4 years of relevant experience in real estate investments, asset management, portfolio management, or a related field. Demonstrated interest in building a long-term career in real estate asset and portfolio management. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Ability to synthesize complex financial and operational information into clear insights and recommendations. Strong written and verbal communication skills, with comfort supporting senior-level presentations and discussions. Self-directed, detail-oriented professional with a strong work ethic and willingness to take on increasing responsibility as the platform grows. Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position We are currently seeking a candidate for a senior analyst position on the Portfolio Strategy and Management (“PS&M”) team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process. Responsibilities: Play an active and continuous role in the development of a best-in-class private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha. Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives. Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable. Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools. Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy. Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions. Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment's mandate. Qualifications Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling. Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines. In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus). Ability to work across teams to innovate collaboratively and to achieve desired results Excellent communication skills (written / verbal / presentation). Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated

Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's (LMIG) global financial assets across global markets and private domains to build capital and generate income. With over $100 billion in assets under management (AUM) and a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY, LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. LMI has been on a transformation path to spur innovation, capitalize on deep expertise, and scale its returns on long-term flexible capital through a “one firm, one portfolio, one team” mindset. Our operating model is built on three pillars: centralized portfolio construction, asset management, and investment-enabling services. The teams are structured as Investment Business Units (IBUs) working in concert: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions. Our portfolio spans a broad spectrum of public and private asset classes, and we are committed to expanding our capabilities and our toolkit in furtherance of our mission. The Team: The Real Estate team works with a core group of trusted operating and development partners to deploy capital across property sectors with strong demand. Their portfolio is comprised primarily of equity investments in core-plus, value-added, and opportunistic strategies that generate compelling risk-adjusted returns. The Position: This position will report directly to the Vice President, Head of Portfolio Management, and work closely with the Real Estate team to support the execution of a disciplined, process-oriented portfolio management approach for LMI Real Estate. The Senior Analyst will serve as a key analytical resource, providing timely financial analysis, reporting, and insights to enhance visibility into portfolio performance and support informed asset management and investment decisions. The role includes close collaboration with internal stakeholders and external operating partners to support the execution of business plans, monitor performance, and identify risks and opportunities across the real estate portfolio. #LMI Responsibilities: Support the Vice President, Head of Portfolio Management in the execution and ongoing enhancement of portfolio management processes across the real estate platform. Analyze and monitor the financial performance of portfolio investments, including maintaining and updating financial models, reviewing operating budgets, and identifying performance variances, risks, and liquidity considerations. Develop and maintain cash flow, valuation, and distribution models, including detailed review of joint venture operating agreements and waterfall structures. Maintain property-level valuation analyses in accordance with fair value reporting standards for quarterly and annual financial reporting. Assist with acquisition and investment due diligence, including analysis of property financials, market fundamentals, business plans, and partnership structures. Support the preparation of semi-annual and ad hoc portfolio reporting, coordinating with internal teams and operating partners to ensure accurate and timely data collection and analysis. Assist in the preparation of investment memoranda and presentation materials for the Investment Committee. Conduct market, economic, and demographic research to support asset-level and portfolio-level decision making. Evaluate portfolio assumptions against current market and research fundamentals. Work closely with Legal, Finance, Accounting, and Risk Management to support transaction execution, reporting requirements, and ongoing portfolio oversight. Contribute to the development and enhancement of portfolio management tools and strategy, data infrastructure, and analytics capabilities. Promote collaboration across teams and demonstrate a strong sense of ownership in supporting portfolio outcomes. Assist in portfolio-wide initiatives, focused on maximizing portfolio performance. Qualifications Bachelor's degree with strong academic credentials; 2-4 years of relevant experience in real estate investments, asset management, portfolio management, or a related field. Demonstrated interest in building a long-term career in real estate asset and portfolio management. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Ability to synthesize complex financial and operational information into clear insights and recommendations. Strong written and verbal communication skills, with comfort supporting senior-level presentations and discussions. Self-directed, detail-oriented professional with a strong work ethic and willingness to take on increasing responsibility as the platform grows. Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. Practical knowledge of modern AI platforms, large language models, and MLOps concepts. Proven ability to manage complex, multi stakeholder projects from ideation through rollout. Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position The Relationship Management (RM) team serves as the strategic, enterprise-wide hub for LMI's investment partner engagement, with a primary focus on private markets. The team aims to maximize long-term relationship value, ensure a market-leading presence, and align targeted interactions with LMI's strategic goals. The RM team is seeking a Senior Analyst - Relationship Management to serve as the analytical and operational backbone of the function-enabling scale, efficiency, and data-driven decision-making across partner engagement activities. Working closely with the Head of RM and investment teams, this role will ensure the team has trusted data, repeatable materials, and actionable insights that strengthen relationship planning, targeting, follow-up, and leadership visibility. Success in this role will be reflected in trusted RM reporting, repeatable partner materials, and standardized workflows that improve consistency and throughput across the function. Responsibilities CRM (DealCloud) stewardship: Maintain DealCloud data integrity and usability through consistent data hygiene, basic governance support, and the upkeep of standard dashboards and reporting views for leadership and investment teams. Partner materials (“tearsheets”): Prepare customized partner tearsheets by consolidating and synthesizing data from multiple sources into clear, decision-useful summaries. Relationship planning & targeting support: Support relationship planning by maintaining key partner inputs and helping translate CRM activity and qualitative context into clear engagement priorities, and meeting preparation inputs. Content & materials support: Help maintain and improve access to core RM materials (e.g., partner-facing content, internal references) to support efficient preparation and consistent execution across engagements. Workflow standardization: Coordinate with analysts across the platform to standardize and centralize RM-related workflows, templates, tagging conventions, and reporting definitions. Meeting prep & follow-through: Provide timely support for leadership and investment teams, including pre-meeting preparation, follow-up coordination, and tracking against agreed engagement priorities. Engagement analytics & insights: Identify themes and trends across engagement activity and surface actionable insights to inform RM and investment team strategy and prioritization. Qualifications 3-6+ years of relevant experience in relationship management, investor relations, client service, or a similar stakeholder-facing role within asset management, financial services, or a related field. Demonstrated ability to produce accurate, executive-ready outputs (e.g., summaries, partner briefs/tearsheets, updates) with strong attention to detail. Strong project management and prioritization skills; ability to manage multiple stakeholder requests with responsiveness and sound judgment. Experience working with CRM platforms (preferably DealCloud; Salesforce or similar acceptable) and comfort operating in a data stewardship role. Proven ability to build trust, navigate ambiguity, and partner effectively across senior stakeholders with professionalism, discretion, and responsiveness. Strong analytical skillset (advanced Excel; comfort synthesizing multiple inputs into clear outputs); strong PowerPoint skills preferred. Familiarity with private markets (e.g., PE, private credit, real assets). Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI 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.

The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI The Position LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual will be an integral member of the leveraged financed platform within the Global Credit Markets business. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans. Responsibilities: * Contribute as an integral member of the team to invest in private debt financings across the capital structure, with an emphasis on unitranche, first lien, and second lien loans * Support the investment process from start to finish, working closely with Team Leaders and Credit Research to conduct company and industry research, develop investment recommendations, and to manage loan positions post-closing of the initial investment * Contribute to the preparation of the investment committee memorandums (complete with financial projections) and support Team Leaders in the presentation of the team's investment recommendations to internal investment committees * Assist Team Leaders in the evaluation, structuring, and negotiation of economic and legal terms at both the term sheet stage and during final documentation * Actively monitor the performance of existing investments and maintain relationships post-close with key investment participants, including the Borrower / Sponsor and Agent; provide detailed updates to team members during scheduled portfolio reviews and as needed on an ad-hoc basis * Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting and Risk Management to execute transactions and manage the portfolio * Engage externally with other market participants (e.g. other direct lenders and buyside investors, bankers, advisers, and third-party consultants) as part of the overall investment process * Support relationship coverage with private equity firms across the lower, middle, and large market, as well as other deal sources to help meet the team's origination targets Qualifications * 3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space * Previous experience in underwriting and monitoring credit investments * Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants * Previous experience with credit agreement documentation and/or other relevant legal documentation * Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies * Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process * Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business * Strong academic credentials and a demonstrated track record of successful work experience * Proven ability to work collaboratively in team environments About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco

The 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.

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.