Director, Finance Carry Plan Administrator - Liberty Mutual Investments

Fund-Level Calculations & Pool Management 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.
• 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.
• 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.
• 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. Analytical rigor and problem-solving orientation. High integrity and commitment to accuracy in financial reporting. Process-driven with ability to improve operational workflows.
• Ability to balance technical detail with big-picture program impact.
• Comfortable working in a fast-paced, evolving asset management environment.