Liberty Mutual Insurance · 1 day ago
Director, Finance Carry Plan Administrator - Liberty Mutual Investments
US-MA-Boston
Full-time
Onsite
Mid, Senior Level
$170K/yr - $226K/yr
5+ years expLiberty Mutual Insurance is a leading investment firm with a focus on driving economic growth and generating superior risk-adjusted returns. The Finance Carry Plan Administrator will oversee the carried interest program, ensuring accuracy in fund-level calculations and collaborating with the Compensation team to support financial data management and reporting.
FinanceFinancial ServicesInsurance
Responsibilities
Own and maintain carried interest calculations at the fund level, ensuring accuracy and compliance with plan rules
Determine carry-eligible investments based on fund structures, performance, and governing documents
Maintain aggregate pool size calculations to inform Compensation and senior leadership on allocation decisions
Develop and implement controls to ensure data integrity and consistency in carry reporting
Partner with the Compensation team to validate participant-level allocations against plan design and eligibility rules
Provide financial data and performance analyses to support participant communications, including summaries for Talent and HR teams
Supply calculated data for systems integration and updates to ensure accurate tracking of vesting, forfeiture, and payouts
Prepare fund-level investment summaries and carry pool analyses for Investment Advisory Committee (IAC) or equivalent governance bodies
Support the governance framework by ensuring documentation and policies align with market practices and regulatory requirements
Serve as a subject matter expert on carry plan financial mechanics in cross-functional forums
Support execution of carry distributions in accordance with plan schedules and governing rules
Provide timely and accurate financial data to Compensation and senior leadership for payout approvals
Contribute to the development of participant-level reporting, ensuring transparency and clarity for program participants
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA preferred
5–8+ years of experience in fund finance, asset management, private equity, or related investment finance roles
Strong technical knowledge of fund structures, carried interest, and investment performance calculations
Experience with financial modeling, waterfall calculations, and fund accounting principles
Exceptional attention to detail with proven ability to manage sensitive financial data
Strong collaboration skills with ability to partner effectively across Finance, Compensation/HR, and senior leadership
Excellent communication skills, both written and verbal, with ability to translate complex financial data into clear insights
Preferred
CPA, CFA, or MBA preferred
Benefits
Flexible Time Off Annual Accrual - days: 20
Company
Liberty Mutual Insurance
Liberty Mutual Insurance provides a broad range of insurance products and services.
10001+ employees
H1B Sponsorship
Liberty Mutual Insurance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (14)
2023 (5)
2022 (8)
2021 (12)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$886.84M2025-09-17Debt Financing· $886.84M
Leadership Team
Julie Haase
EVP and Chief Financial Officer, Liberty Mutual Insurance
Joann Gomez
Division Vice President, Risk Management - West Zone
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