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
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Sr Analyst, Tax Credit Investments - Liberty Mutual Investments
role at
Liberty Mutual Investments
Base pay range: $100,000.00/yr - $185,000.00/yr
Description Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long‑term capital globally. 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.
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.
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
Bachelor’s Degree from a leading institution (Finance, Economics, Accounting, or Engineering preferred)
2‑5 years of 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), decision making ability, and communication skills, both verbal and written
Strong project management skills, with the ability to work across functions and with external stakeholders including developers, sponsors and investment advisors
High comfort level working in Excel and PowerPoint; ability to produce detail‑oriented, accurate and consistent work product
Comfortable making investment recommendations to and fielding questions from an investment committee
Self‑motivated with the ability to work independently, thriving in a fast‑paced environment and enjoys contributing to new initiatives and platform‑building
About Us 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
Philadelphia
San Francisco
#J-18808-Ljbffr
Sr Analyst, Tax Credit Investments - Liberty Mutual Investments
role at
Liberty Mutual Investments
Base pay range: $100,000.00/yr - $185,000.00/yr
Description Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long‑term capital globally. 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.
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.
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
Bachelor’s Degree from a leading institution (Finance, Economics, Accounting, or Engineering preferred)
2‑5 years of 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), decision making ability, and communication skills, both verbal and written
Strong project management skills, with the ability to work across functions and with external stakeholders including developers, sponsors and investment advisors
High comfort level working in Excel and PowerPoint; ability to produce detail‑oriented, accurate and consistent work product
Comfortable making investment recommendations to and fielding questions from an investment committee
Self‑motivated with the ability to work independently, thriving in a fast‑paced environment and enjoys contributing to new initiatives and platform‑building
About Us 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
Philadelphia
San Francisco
#J-18808-Ljbffr