Product Owner, Risk Management & Compliance - Liberty Mutual Investments

Liberty Mutual • Full-time • Boston, MA, US • $132.50k - $174k / year • 2w ago

Description

The Company

Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.

LMI offers 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

The Position:

We are seeking a dynamic and strategic Senior Product Owner to lead the development and delivery of LMI’s Risk and Compliance reporting and analytics solution. This role sits at the intersection of investment teams, product and technology to ensure stakeholders have access to robust, timely, and actionable insights across total portfolio management, focusing on LMI’s risk framework and compliance.

Reports to the Director of Total Portfolio Management Product within the Global Investment Solutions (GIS) function of LMI. An emphasis on performing data validation and complex data organization, inclusive of data from platforms like Aladdin, Snowflake, and WSO.

The Product Owner translates business milestones and requirements into a product roadmap and owns the outcomes and value creation for both the business and technical workstreams.

Responsibilities:

Lead two dedicated Scrum teams in successful story and backlog creation and oversee the implementation of capabilities and feature sets critical for the private markets investment lifecycle.
Drive root cause analysis and remediation for data quality issues impacting LMI’s reporting dashboards, working with source system owners and developers.

Product Strategy & Ownership

Define and own the vision and roadmap for reporting and analytics in Financial Markets.
Collaborate with investment professionals, data engineers, and external vendors to deliver high-value features.
Translate business needs into clear product requirements and manage the product backlog.
Oversee development of dashboards and analytical tools and validation, testing and final approval of features prior to end user acceptance (UAT).
Collaborate with UX/UI designers to ensure user-centered design is embedded throughout the product lifecycle.
Advocate for end-user needs, usability, and accessibility during planning and development.
Identify and trace any data quality issues in partnership with data governance, core data teams, operations, and investment professionals

Stakeholder Engagement

Act as the voice of the customer (investment teams, operations, risk, and compliance) to ensure reporting tools meet end-user needs.
Lead cross-functional meetings and working groups to gather feedback and align priorities.

Delivery & Implementation

Lead agile ceremonies, including sprint planning, retrospectives, and reviews.
Manage the testing and release of enhancements in collaboration with development teams.
Monitor KPIs to measure impact and improve product iterations.

Qualifications

Bachelor’s degree in Finance, Economics, Computer Science, or related field; MBA or CFA a plus.
5+ years of experience in product ownership, business analysis, or reporting roles within investment management, 10+ year preferred.
Proven track record of implementing dashboard and analytics reports and/or tools for investments.
Proven track record of implementing systems, modules, tools with external vendors such as Aladdin, DealCloud, Moody’s.
Working knowledge of institutional asset management, including portfolio construction principles, performance attribution, and investment risk measures.
Fundamental understanding of AI/ML concepts and their application in enhancing business processes, operational workflows, and investment technology solutions.
Exceptional communicator with the ability to articulate complex ideas and solutions.
Outstanding leadership skills, with the ability to influence and align cross-functional teams and reconcile diverse user needs and priorities.
Basic knowledge of the risk investment metrics and/ or compliance monitoring processes, advanced knowledge of either subject matter is preferred.
Exude entrepreneurial mindset and demonstrated behavior of extreme ownership and self-driven execution, strategic thought leadership, connecting the dots for the total portfolio management data and analytics across stakeholders, product, data and technology.
Intermediate SQL skills for performing data validation and complex data organization, inclusive of data from platforms like Aladdin, Snowflake, and WSO; advanced knowledge of SQL preferred
Deep knowledge and experience with Agile frameworks and methodologies, such as Scrum or Kanban, is a plus.
Certified Scrum Product Owner (CSPO) preferred.

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of 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.

As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally.

At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow.

We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers.

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: https://LMI.co/Benefits

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