Senior Analyst, Real Estate - Liberty Mutual Investments

Description

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 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.

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

• 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.

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