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Liberty Mutual Insurance · 3 weeks ago

Senior Analyst, Relationship Management - Liberty Mutual Investments

US-MA-Boston

Full-time

Onsite

Mid, Senior Level

$100K/yr - $185K/yr

3+ years exp

Liberty Mutual Insurance is a leading investment firm with a focus on driving economic growth and generating superior risk-adjusted returns. They are seeking a Senior Analyst in Relationship Management to support the RM team in maximizing long-term relationship value and ensuring data-driven decision-making across partner engagement activities.

FinanceFinancial ServicesInsurance

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

Qualification

CRM platformsAnalytical skillsProject managementPrivate markets knowledgeAI literacyStakeholder managementData stewardshipAttention to detailCommunication skills

Required

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