Apply on Employer Site

Liberty Mutual Investments · 1 week ago

Vice President, Strategy & Partnerships - Liberty Mutual Investments

Boston, MA

Full-time

Onsite

Mid, Senior Level

$140K/yr - $245K/yr

6+ years exp

Liberty Mutual Investments is an investment firm with a focus on driving economic growth and generating superior risk-adjusted returns. The Vice President of Strategy & Partnerships will be responsible for expanding the external partner network and managing the full investment life cycle in private credit, including sourcing, analysis, and relationship management.

Asset ManagementInsuranceWealth Management

Responsibilities

Support the private credit team in the prospecting and evaluation of new investments in private credit funds, as well as in the monitoring of existing private credit fund investments within the portfolio

Lead all aspects of due diligence and analysis of investments – modeling fund performance, and in evaluating overall performance by examining underlying portfolio investments

Develop and present investment committee materials

Evaluate, structure, and negotiate economic and legal terms

Engage with external partners and investors

Provide timely market intelligence to the team on the evolution of the private credit landscape as well as deal-specific observations on market pricing, investment structures and deal terms by performing market mapping, identifying and meeting with external managers, and evaluating new opportunities

Analyze potential fund investments and make recommendations on commitments to external managers to our investment committee

Negotiate limited partnership agreements and side letters

Engage with partners to monitor performance, track trends and investment themes, and source and analyze direct investments and strategic development opportunities

Managing and maintaining a CRM system to track partnership interactions, pipeline investments and managers in the market

Drive quarterly reporting with an emphasis on analyzing and measuring credit and financial performance in the portfolio from multiple perspectives including asset class, product, industry

Independently run projects and work with external partners and work internally with other LMI credit groups as well as our legal, asset allocation, risk, and accounting and operations teams to develop customized solutions for corporate counterparts

Work independently in a flat/lean team structure and promote a culture of collaboration, being willing to work cross-functionally to add value across the organization

Take an active role in the training, development, and coaching of the team's less seasoned investors

Pursue the development of technology, data, and analytics needed to support the role

Qualification

Private credit experienceFund investingInvestment analysisQuantitative analysisCRM managementMarket researchExcel proficiencyPowerPoint proficiencyWord proficiencyCommunication skillsProject managementTeam collaborationDetail-orientedSelf-motivated

Required

Possess excellent quantitative and qualitative analytical skills, decision making ability, and communication skills, both verbal and written

Producer of detail-oriented, accurate and consistent work product

Comfortable making investment recommendations to and fielding questions from an investment committee

Desire to, and professionalism necessary to, interact with external constituencies including alternative asset managers and private credit partners

Ability to prioritize and manage multiple tasks in a fast-paced environment

Self-motivated with the ability to work independently as well as collaboratively across a team-oriented environment

Preferred

Bachelor's Degree from a leading institution (Finance, Economics, or Accounting preferred)

6+ years of related work experience (prior experience in private credit, fund investing, direct investing, investment banking, consulting, or M&A is preferred)

High comfort level working in Excel, PowerPoint and Word (Efront and CapitalIQ also preferred)