Liberty Mutual Investments · 19 hours ago
Director, Finance Carry Plan Administrator - Liberty Mutual Investments
Boston, MA
Full-time
Onsite
Mid, Senior Level
$170K/yr - $226K/yr
5+ years expLiberty Mutual Investments is an investment firm for Liberty Mutual Group, focusing on driving economic growth and generating superior risk-adjusted returns. The Finance Carry Plan Administrator will oversee the carried interest program, ensuring accurate calculations and governance while collaborating with the Compensation team and providing insights to stakeholders.
Asset ManagementInsuranceWealth Management
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
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
MBA
Benefits
Comprehensive benefits
Workplace flexibility
Professional development opportunities
Opportunities provided through our Employee Resource Groups
Company
Liberty Mutual Investments
Liberty Mutual Investments is a globally invested, multi-strategy asset management firm.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Annette Belobokova
Senior Executive Assistant II, ELT for President, Chief Investment Officer, Vlad Barbalat
Maura Cusick
Senior Talent Advisor & Executive HR Business Partner, Liberty Mutual Investments
Recent News
2026-01-16
2026-01-09
Company data provided by crunchbase