Liberty Mutual Insurance
Sr Analyst, Tax Credit Investments - Liberty Mutual Investments
Liberty Mutual Insurance, Boston, Massachusetts, us, 02298
Sr Analyst, Tax Credit Investments - Liberty Mutual Investments
Base pay range: $100,000.00/yr - $185,000.00/yr This role is with Liberty Mutual Investments (LMI), which manages Liberty Mutual Insurance Group’s global financial assets to build capital and generate income. LMI has a team of investment, finance, and operations professionals and operates with a perspective of a boutique investment firm within a global leader. Overview
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. The role focuses on U.S. tax credit solutions as part of clean/renewable energy and advanced manufacturing project financing. The mandate includes transferable tax credits and traditional tax equity structures (e.g., partnership flips, hybrid/t-flips). The Senior Analyst will contribute to evaluation, structuring, execution, and management of investments at the intersection of structured finance, project development, and energy transition policy. 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 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 development of scalable, repeatable approaches 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 lean team structure and promote cross-functional collaboration to add value across the organization. Qualifications
Bachelor’s Degree from a leading institution (Finance, Economics, Accounting, or Engineering preferred) 2 - 5 years' related work experience in renewable energy investing, tax equity, project finance, structured credit, or related private market roles Excellent quantitative and qualitative analytical skills (including financial modeling and transaction document review), with strong decision-making and communication abilities Strong project management skills and ability to work across functions and with external stakeholders including developers, sponsors and investment advisors Proficiency in Excel and PowerPoint; ability to produce detail-oriented, accurate work Comfortable making investment recommendations to and addressing questions from an investment committee Self-motivated, able to work independently in a fast-paced environment and contribute to new initiatives and platform-building Pay Philosophy: The typical starting salary range for this role is determined by several factors including skills, experience, and location. The full salary range reflects the national market value and opportunities for growth within the role. Liberty Mutual is an equal opportunity employer. We value diverse backgrounds and are committed to an inclusive environment. If you need accommodations to apply, please contact us. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco
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Base pay range: $100,000.00/yr - $185,000.00/yr This role is with Liberty Mutual Investments (LMI), which manages Liberty Mutual Insurance Group’s global financial assets to build capital and generate income. LMI has a team of investment, finance, and operations professionals and operates with a perspective of a boutique investment firm within a global leader. Overview
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. The role focuses on U.S. tax credit solutions as part of clean/renewable energy and advanced manufacturing project financing. The mandate includes transferable tax credits and traditional tax equity structures (e.g., partnership flips, hybrid/t-flips). The Senior Analyst will contribute to evaluation, structuring, execution, and management of investments at the intersection of structured finance, project development, and energy transition policy. 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 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 development of scalable, repeatable approaches 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 lean team structure and promote cross-functional collaboration to add value across the organization. Qualifications
Bachelor’s Degree from a leading institution (Finance, Economics, Accounting, or Engineering preferred) 2 - 5 years' related work experience in renewable energy investing, tax equity, project finance, structured credit, or related private market roles Excellent quantitative and qualitative analytical skills (including financial modeling and transaction document review), with strong decision-making and communication abilities Strong project management skills and ability to work across functions and with external stakeholders including developers, sponsors and investment advisors Proficiency in Excel and PowerPoint; ability to produce detail-oriented, accurate work Comfortable making investment recommendations to and addressing questions from an investment committee Self-motivated, able to work independently in a fast-paced environment and contribute to new initiatives and platform-building Pay Philosophy: The typical starting salary range for this role is determined by several factors including skills, experience, and location. The full salary range reflects the national market value and opportunities for growth within the role. Liberty Mutual is an equal opportunity employer. We value diverse backgrounds and are committed to an inclusive environment. If you need accommodations to apply, please contact us. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco
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