Senior Analyst, Relationship Management - Liberty Mutual Investments

Responsibilities

• CRM (DealCloud) stewardship: Maintain DealCloud data integrity and usability through consistent data hygiene, basic governance support, and the upkeep of standard dashboards and reporting views for leadership and investment teams.
• Partner materials (“tearsheets”): Prepare customized partner tearsheets by consolidating and synthesizing data from multiple sources into clear, decision-useful summaries.
• Relationship planning & targeting support: Support relationship planning by maintaining key partner inputs and helping translate CRM activity and qualitative context into clear engagement priorities, and meeting preparation inputs.
• Content & materials support: Help maintain and improve access to core RM materials (e.g., partner-facing content, internal references) to support efficient preparation and consistent execution across engagements.
• Workflow standardization: Coordinate with analysts across the platform to standardize and centralize RM-related workflows, templates, tagging conventions, and reporting definitions.
• Meeting prep & follow-through: Provide timely support for leadership and investment teams, including pre-meeting preparation, follow-up coordination, and tracking against agreed engagement priorities.
• Engagement analytics & insights: Identify themes and trends across engagement activity and surface actionable insights to inform RM and investment team strategy and prioritization.

Qualifications

• 3–6+ years of relevant experience in relationship management, investor relations, client service, or a similar stakeholder-facing role within asset management, financial services, or a related field.
• Demonstrated ability to produce accurate, executive-ready outputs (e.g., summaries, partner briefs/tearsheets, updates) with strong attention to detail.
• Strong project management and prioritization skills; ability to manage multiple stakeholder requests with responsiveness and sound judgment.
• Experience working with CRM platforms (preferably DealCloud; Salesforce or similar acceptable) and comfort operating in a data stewardship role.
• Proven ability to build trust, navigate ambiguity, and partner effectively across senior stakeholders with professionalism, discretion, and responsiveness.
• Strong analytical skillset (advanced Excel; comfort synthesizing multiple inputs into clear outputs); strong PowerPoint skills preferred.
• Familiarity with private markets (e.g., PE, private credit, real assets).
• Proven ability to use AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards.