Sr Analyst, Tax Credit Investments - Liberty Mutual Investments

Description

The Company :

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 Position :

The Global Strategy & Asset Allocation team is seeking a highly analytical and execution-oriented Senior Analyst to support LMI’s next phase of its $3.5bn tax credit investment mandate. This individual will have a primary focus on U.S. tax credit solutions as part of clean / renewable energy and advanced manufacturing project financing. The mandate comprises both transferable tax credits and traditional tax equity structures (e.g., partnership flips, hybrid / t-flips), and the individual will play a key role in the evaluation, structuring, execution, and management of investments. This role sits at the intersection of structured finance, project development, and energy transition policy, offering exposure to a high-growth segment of capital markets that scales across LMI’s portfolio.

Responsibilities :

• Investment Diligence : Support all phases of the investment lifecycle for transferable tax credits and renewable tax equity deals, including financial modeling, due diligence, risk assessment, and investment committee preparation.
• Transaction Structuring : Collaborate with internal teams (e.g., Corporate Tax, Legal, Risk, Accounting) and external counsel to support execution of various tax credit structures including transferability, tax equity partnership flips and hybrid structures.
• Asset Management : Monitor portfolio investments, including key project milestones, recapture risks, and compliance obligations. Assist in quarterly reporting and support integration with downstream finance and accounting teams.
• Process & Infrastructure : Contribute to the development of a repeatable, institutionally scalable approach to tax credit investing, including pipeline management tools, execution workflows, and internal governance tracking.
• Market Research : Provide timely insights on renewable energy markets, tax policy developments, sponsor quality, pricing trends, and evolving investment structures in the clean energy tax credit landscape.
• Partner Engagement : Interface with renewable energy developers, sponsors, and syndicators to source new pipeline opportunities and maintain deal flow visibility.
• Team Collaboration : 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

Qualifications

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.

As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.

At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.

We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers.

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

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