Vice President, Insurance Investment Solutions - Liberty Mutual Investments

Description The CompanyLiberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion (as of 12/31/2025) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology—with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI #LI-LMIThe PositionAs Vice President, you will serve as LMI's authority on how investments behave inside an insurance balance sheet. You will work with investment teams to propose structuring guidance, and work with Liberty's regulatory and accounting teams to bring a business perspective to interpretation, ensuring commercial objectives and technical prudence are weighed together. You will monitor regulatory, accounting, and industry trends, events, activities, and emerging structures, both to identify new opportunities for Liberty and to flag changes that may affect existing investments and current asset allocation. Working with the regulatory, accounting, and legal teams to understand the issues, you will be responsible for management actions that address needed changes in the current portfolio and for proposing emerging investment opportunities. While the regulatory, accounting, legal, and capital teams hold responsibility for final interpretations, it is this position's role to bring all relevant aspects together, in partnership with Portfolio Managers, to craft the business case for management actions on the existing portfolio and the business case for new opportunities. This role offers significant visibility with senior leaders and a unique opportunity to shape investment strategy at enterprise scale, which is critical to LMI's success given today's rapidly evolving insurance regulatory, accounting, and investment landscape.ResponsibilitiesInsurance Statutory Accounting & Regulatory FrameworksServe as GSCA's subject-matter expert on statutory accounting (SAP/SSAP), NAIC reporting, RBC treatment, SVO filings, and rating agency capital frameworks as they apply to investments.Work with Liberty's regulatory and accounting teams to bring a business perspective to interpretation, ensuring commercial objectives and technical prudence are weighed together, and provide a strategic investment lens to total company portfolio design and to the assessment of new investment opportunities and structures.Assess and communicate the statutory accounting, regulatory capital, and rating agency treatment of new and existing investments across the General Account, in partnership with regulatory and accounting teams, recognizing that final interpretations rest with the regulatory, accounting, legal, and capital teams.Monitor U.S. insurance regulatory developments, NAIC initiatives, statutory accounting changes, and rating agency criteria; translate them into actionable recommendations for portfolio design and legal entity strategy.Partner with Investment, Risk, Operations, Compliance, Legal, and Financial Reporting teams to embed insurance regulatory and accounting considerations into new products, asset classes, and portfolio strategies. Lead cross-functional initiatives.Industry Investment Strategies & TrendsMonitor regulatory, accounting, and industry trends, events, activities, and emerging structures to identify new opportunities for Liberty and to flag changes that may affect existing investments and current asset allocation.Monitor broad insurance industry investment strategies, asset allocation trends, and market developments, producing executive-ready insights for the CIO, GSCA, and Liberty Group Finance.Identify emerging industry investment trends (new asset classes, structures, and capital solutions gaining adoption across insurance general accounts) and assess their relevance for Liberty.Deliver industry insight as a direct input into capital allocation decisions and investment risk posture.New Investment Structures, Opportunities & Management ActionsWork with investment teams to propose structuring guidance for new investment opportunities, ensuring insurance treatment is considered from inception.Evaluate new and emerging investment structures and opportunities for capital efficiency and fit within Liberty's insurance balance sheets, spanning regulatory, solvency, statutory accounting, and rating agency dimensions.Work with the regulatory, accounting, and legal teams to understand emerging issues; take responsibility for management actions to address changes needed in the current portfolio, including adapting existing investment structures to maintain long-term portfolio viability.Bring all relevant aspects together (regulatory, accounting, legal, capital, and investment) in partnership with Portfolio Managers to craft the business case for management actions on the existing portfolio and the business case for new and emerging investment opportunities.Support GSCA initiatives with research and analytical depth related to regulatory, accounting, or market shifts.AI, Automation, and Tool-BuildingDirect the development of AI-driven tools leveraging LLMs, APIs, and modern data platforms to scale insight generation, judgment leverage, scenario analysis, and regulatory and industry trend monitoring, and further expand efficiency. Qualifications Domain & ExperienceBachelor's degree in finance, accounting, economics, mathematics, or related field; advanced degree, CPA, or CFA a plus.10–15 years of experience in insurance investments, insurance finance, regulatory or statutory accounting, banking, consulting, or related fields, with meaningful exposure to regulated financial institutions.Deep expertise in insurance statutory accounting (SAP/SSAP), NAIC reporting and RBC frameworks, and rating agency capital models; direct insurance company or insurance-focused experience strongly preferred.Demonstrated fluency across regulatory regimes relevant to a global insurer (e.g., NAIC/RBC, Solvency II, Bermuda BSCR) and their implications for investment strategy.Strong understanding of asset allocation, general account portfolio management, and both traditional and alternative asset classes.Analytical & Investment SkillsExperience evaluating investment structures (e.g., rated feeder notes, CLOs, CFOs, asset-backed finance) for insurance balance sheet fit a plus; the emphasis is on regulatory, accounting, and capital treatment rather than deal structuring.Exceptional analytical skills, strategic thinking, and problem-solving capability.Technology & ToolsFamiliarity with LLMs (e.g., ChatGPT), Python, Excel, and PowerPoint; familiarity with modern data architectures (e.g., Snowflake). Direct experience is a plus.Familiarity with Bloomberg, BlackRock Aladdin, Power BI, VBA, or other financial and analytical tools is a plus.Leadership & CommunicationDemonstrated ability to lead cross-functional initiatives and communicate complex regulatory and accounting topics clearly to senior stakeholders.Outstanding business acumen, organizational skills, and the ability to manage multiple high-priority projects under tight timelines.Superior communication and listening skills; able to translate complex issues into clear, actionable narratives to influence and persuade a broad range of partners. About Us About Us 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: 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 CaliforniaLos Angeles IncorporatedLos Angeles UnincorporatedPhiladelphiaSan FranciscoPay Philosophy: Compensation offered is based off several 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 SummaryID: 2026-261806Position Type: Full-TimeMinimum Salary: USD $140,000.00/Yr.Maximum Salary: USD $245,000.00/Yr.Flexible Time Off Annual Accrual - days: 2.5