Portfolio & Financial Analytics Director

Job Locations US-MA-Boston
Position Type
Minimum Salary
USD $178,100.00/Yr.
Maximum Salary
USD $234,300.00/Yr.
Flexible Time Off Annual Accrual - days

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.


Job Summary:


Reporting to the Portfolio & Financial Analytics Leader, the Director, Portfolio & Analysis provides direct, front-facing support to Liberty Mutual Investment (LMI) business units across strategy and asset allocation and risk management.  In addition, this individual will provide a comprehensive view of financial performance, metrics, and risks for assigned business units and portfolio (if applicable), presenting reports and data to senior leaders as requested.  They will partner and inform the impact of stress scenarios, asset allocation decisions, and market volatility on our financial plan and forecast.



  • Acts as the primary Finance contact and advisor to LMI business units by leading a team to conduct financial analysis, forecasting, scenario modelling, and presenting financial performance to executives and other senior stakeholders.
  • Conducts complex ad hoc and on-going financial forecasts and models that assist the business in making decisions, ensuring that trends and outcomes are communicated appropriately to senior management.
  • Responsible for creation of annual financial plan and monthly forecasts for business units – ensures integration of risk scenarios and asset allocation.
  • Partners with Corporate Finance on the annual financial plan and monthly forecast for Investment Business Units (IBU)
  • Evaluates financial and portfolio performance by comparing and analyzing actual results with plans and forecasts. Through collaboration with Financial Reporting Leads, recommends actions by analyzing and interpreting data and making comparative analyses.
  • Provide stakeholders with a focused financial lens on portfolios and risk scenarios, such as volatility within the portfolio or financial constraints respective to the business unit.
  • Synthesize results across Performance & Attribution, Financial Reporting, and the annual financial plan to provide holistic view of Investment business unit (IBU) results.
  • Assess changes to the regulatory, emerging technology, and threat landscapes, communicating assessments to business leadership through presentations or established forums.
  • Partners with Strategic Expense Management to define best practices and processes to drive rigor and excellence in budgeting across each business unit.
  • Collaborates with Portfolio & Financial Analytics Leader to implement metrics for senior leadership highlighting financial performance, key issues, and risks to enable investment decisions and foresight for their respective business units
  • Inform both the Valuation Committee and Stress SteerCo of IBU financial risks and outcomes, as requested.
  • Forges connections and partnerships with senior leaders throughout LMI to understand business perspective on reporting, analysis, and financial performance needs.
  • Responsible for developing the team’s capabilities to meet both current and future needs of the Portfolio and Financial Analytics function and broader enterprise.


  • Bachelor`s degree (Accounting or Finance). CPA/CFA or advanced degree in Accounting, Finance or Business preferred.
  • Comprehensive understanding of accounting standards (e.g., GAAP, STAT) and investment instruments (ex. Derivatives, Alternatives, Private Credit, Fixed Income)
  • Minimum of 10 years of accounting or finance experience across asset management. Must demonstrate ability to execute thoroughly in a fast-paced work environment, adapting quickly to changing conditions to achieve results.
  • Possesses superior communication skills to influence and collaborate with all levels of the organizations to gain support for ideas and execute on projects that deliver value to customers.
  • Comfortable leading meetings, making strategic recommendations to executive leadership and giving presentations to large audiences.
  • Advanced understanding of Finance Tools and Analytical Methods. Previous experience working with expenses a plus.

About Us

At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. That’s why we provide an environment focused on openness, inclusion, trust and respect. Here, you’ll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. 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, please visit https://www.libertymutualgroup.com/about-lm/careers/benefits


Liberty Mutual has proudly been recognized as a “Great Place to Work” by Great Place to Work® US for the past several years. We were also selected as one of the “100 Best Places to Work in IT” on IDG’s Insider Pro and Computerworld’s 2020 list. We have been named by Forbes as one of America’s Best Employers for Women and one of America’s Best Employers for New Graduates—as well as one of America’s Best Employers for Diversity. To learn more about our commitment to diversity and inclusion please visit: https://jobs.libertymutualgroup.com/diversity-inclusion


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.


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