Analyst, Transaction Services - Liberty Mutual Investments

Responsibilities

Supporting the end-to-end closing process for private investments—including private equity, private credit, real estate, and structured transactions—by coordinating documentation, funding, and system setup.

Reviewing transaction documents such as LPAs, credit agreements, and deal summaries with a critical eye—going beyond term extraction to assess implications for operational and accounting setup and escalating issues that require judgment.

Setting up new investments, legal entities, and securities in internal systems, ensuring accuracy of investment attributes, cash flows, and reporting fields.

Partnering with investment teams, legal, accounting, operations, and external service providers to ensure smooth transaction onboarding and settlement.

Supporting our ODD program for new LMI relationships—engaging directly with asset managers, including emerging managers, to assess their operational infrastructure and support the build-out of institutional-quality processes.

Managing deal pipelines and closing timelines; proactively following up on outstanding items to keep transactions on schedule.

Reconciling and validating transaction details post-close, including positions, cash, and key economic terms.

Assisting with accounting assessments and documentation by gathering data and preparing analytical support for senior team members.

Maintaining organized transaction records and supporting audit and compliance requests.

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• 1-3 years of experience in investment operations, transaction support, fund accounting, or financial services.
• Basic understanding of private investment structures and financial instruments; exposure to private equity, private credit, or fixed income is preferred.
• Strong attention to detail with the ability to manage multiple transactions simultaneously in a fast-moving environment.
• Demonstrated ability to interpret financial and legal documents, with a willingness to develop deeper proficiency over time.
• Solid Excel and data management skills.
• Strong organizational and communication skills; comfortable working across teams and with external counter parties.
• A problem‑solving mindset and genuine curiosity—you ask good questions and follow them through.
• Familiarity with US GAAP and statutory accounting principles or NAIC frameworks.
• Experience with or interest in the responsible use of AI tools in a financial or operational context.