Senior Analyst, Impact Investing
ImpactAlpha Inc., New York, NY, United States
About Liberty Mutual Insurance
Liberty Mutual Insurance is an American diversified global insurer and the third-largest property and casualty insurer in the United States. Headquartered in Boston, Massachusetts, Liberty Mutual employs over 45,000 people in 29 countries and economies around the world. The company offers a wide range of insurance products and services, including personal automobile, homeowners, workers’ compensation, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, and reinsurance. Liberty Mutual Insurance is committed to providing insurance solutions and developing its business with a focus on risk management, investment in technology, and cultivating a diverse and inclusive workplace. As a financially strong and stable company, Liberty Mutual is dedicated to providing tailor‑made solutions to meet the diverse needs of its customers and fostering innovation within the industry.
About this Role
The Senior Analyst, Impact Investing at Liberty Mutual Investments plays a critical role in supporting comprehensive diligence and developing recommendations on co‑investment opportunities. In this position, you will analyze companies and sectors to understand critical value creation levers and model potential outcomes of investments. You will also assess fund investment opportunities by evaluating prior performance, conducting reference checks, examining underlying portfolio investments, and modeling fund performance. A key component of this role involves effectively screening new opportunities by identifying and succinctly communicating investment highlights and key risk considerations. You will work alongside the impact evaluation and measurement team, performing impact diligence parallel to financial diligence, and making thoughtful recommendations on maximizing the impact of investments. This role also involves managing and monitoring current portfolio investments and preparing thorough portfolio progress reports to ensure alignment with goals. Your contribution to overall portfolio management is crucial, along with your collaboration in a team‑based environment to achieve consensus in decision‑making processes.
Responsibilities
Support comprehensive diligence and develop recommendations on co‑investment opportunities.
Analyze companies and sectors to understand critical value creation levers and model potential outcomes.
Evaluate prior performance and conduct reference checks for fund investment opportunities.
Examine underlying portfolio investments and model fund performance.
Effectively screen new opportunities and succinctly communicate investment highlights and key risk considerations.
Assist with impact evaluation and measurement, making thoughtful recommendations to increase and maximize the impact of investments.
Manage and monitor current portfolio investments and prepare portfolio progress reports.
Assist with the overall management of the portfolio.
Requirements
Strong academic record from a competitive institution.
2-4 years of relevant work experience (Investment Banking, Private Equity, etc.).
Analytical and critical thinking skills with the ability to identify and articulate key investment considerations and risks.
Good interpersonal and team skills, comfortable with consensus decision‑making and working in a collaborative, team‑based environment.
Excellent verbal and written communication skills to interact with internal and external investment professionals and executives.
Strong presentation skills to articulate an investment recommendation or industry thesis concisely and organized manner.
Ability to manage multiple responsibilities and time‑sensitive deliverables with a high degree of quality and accuracy.
Passion for and understanding of investing and the private equity industry.
Benefits
Competitive Compensation: Designed to deliver above‑market pay with the potential for variable incentive pay.
Flexible Work Arrangements: Include regular hours, flex scheduling, and generous time off.
Top‑Notch Retirement Plan: Includes 401(k) with a 100% match for up to 5% per pay period and a 3% annual match.
Career Development: Opportunities for regular coaching, planning, paid training, and tuition reimbursement.
Health & Wellness: Access to comprehensive health, dental, and vision coverage, among other insurance and wellness benefits.
Commitment to an Inclusive Environment: A workplace where employees and customers of all backgrounds feel valued and supported.
Customer First Mentality: Emphasis on prioritizing the needs of customers.
Continuous Improvement and Innovation: Encourages experimentation and new ways to protect customers.
#J-18808-Ljbffr
Liberty Mutual Insurance is an American diversified global insurer and the third-largest property and casualty insurer in the United States. Headquartered in Boston, Massachusetts, Liberty Mutual employs over 45,000 people in 29 countries and economies around the world. The company offers a wide range of insurance products and services, including personal automobile, homeowners, workers’ compensation, commercial multiple peril, commercial automobile, general liability, global specialty, group disability, and reinsurance. Liberty Mutual Insurance is committed to providing insurance solutions and developing its business with a focus on risk management, investment in technology, and cultivating a diverse and inclusive workplace. As a financially strong and stable company, Liberty Mutual is dedicated to providing tailor‑made solutions to meet the diverse needs of its customers and fostering innovation within the industry.
About this Role
The Senior Analyst, Impact Investing at Liberty Mutual Investments plays a critical role in supporting comprehensive diligence and developing recommendations on co‑investment opportunities. In this position, you will analyze companies and sectors to understand critical value creation levers and model potential outcomes of investments. You will also assess fund investment opportunities by evaluating prior performance, conducting reference checks, examining underlying portfolio investments, and modeling fund performance. A key component of this role involves effectively screening new opportunities by identifying and succinctly communicating investment highlights and key risk considerations. You will work alongside the impact evaluation and measurement team, performing impact diligence parallel to financial diligence, and making thoughtful recommendations on maximizing the impact of investments. This role also involves managing and monitoring current portfolio investments and preparing thorough portfolio progress reports to ensure alignment with goals. Your contribution to overall portfolio management is crucial, along with your collaboration in a team‑based environment to achieve consensus in decision‑making processes.
Responsibilities
Support comprehensive diligence and develop recommendations on co‑investment opportunities.
Analyze companies and sectors to understand critical value creation levers and model potential outcomes.
Evaluate prior performance and conduct reference checks for fund investment opportunities.
Examine underlying portfolio investments and model fund performance.
Effectively screen new opportunities and succinctly communicate investment highlights and key risk considerations.
Assist with impact evaluation and measurement, making thoughtful recommendations to increase and maximize the impact of investments.
Manage and monitor current portfolio investments and prepare portfolio progress reports.
Assist with the overall management of the portfolio.
Requirements
Strong academic record from a competitive institution.
2-4 years of relevant work experience (Investment Banking, Private Equity, etc.).
Analytical and critical thinking skills with the ability to identify and articulate key investment considerations and risks.
Good interpersonal and team skills, comfortable with consensus decision‑making and working in a collaborative, team‑based environment.
Excellent verbal and written communication skills to interact with internal and external investment professionals and executives.
Strong presentation skills to articulate an investment recommendation or industry thesis concisely and organized manner.
Ability to manage multiple responsibilities and time‑sensitive deliverables with a high degree of quality and accuracy.
Passion for and understanding of investing and the private equity industry.
Benefits
Competitive Compensation: Designed to deliver above‑market pay with the potential for variable incentive pay.
Flexible Work Arrangements: Include regular hours, flex scheduling, and generous time off.
Top‑Notch Retirement Plan: Includes 401(k) with a 100% match for up to 5% per pay period and a 3% annual match.
Career Development: Opportunities for regular coaching, planning, paid training, and tuition reimbursement.
Health & Wellness: Access to comprehensive health, dental, and vision coverage, among other insurance and wellness benefits.
Commitment to an Inclusive Environment: A workplace where employees and customers of all backgrounds feel valued and supported.
Customer First Mentality: Emphasis on prioritizing the needs of customers.
Continuous Improvement and Innovation: Encourages experimentation and new ways to protect customers.
#J-18808-Ljbffr