Senior Analyst, Real Estate - Liberty Mutual Investments

Senior Analyst, Real Estate

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.

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; 24 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: https://LMI.co/Benefits 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