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About the Role

Liberty Mutual Investments (LMI) is seeking an experienced operations and controls professional to join our Investment Operations function as Vice President, Operational Excellence. This is a newly created, high-impact role purpose-built to assess and strengthen the health of daily operations across the full investment operations platform. This role serves as the function’s first-line lead for operational health — responsible for evaluating operational risk, testing the effectiveness of the controls designed to mitigate that risk, identifying process and control gaps, and driving their remediation to closure across all operating teams. The role owns the operational KPI and metrics framework and the operational-health reporting that informs functional governance, and partners closely with Strategy & Execution’s Transformation team to convert findings into durable, delivered fixes. This is a first-line operational-excellence role embedded in the business; it coordinates with — and is distinct from — second-line Risk and Internal Audit, and does not provide independent assurance. The ideal candidate is a skilled collaborator who understands the downstream impact of operational decisions and can influence peer teams without direct authority. This is a high-impact individual contributor role with the opportunity to grow into a people management capacity as the function scales.

Responsibilities

Design and run a recurring, first-line risk and control self-assessment across all seven operating teams, producing a current-state view of where daily execution is fragile
Maintain a living map of operational risks, the controls intended to mitigate them, and the residual risk that remains after those controls
Bring an industry-aware lens to what strong operational controls look like across asset classes and lifecycle stages
Test whether controls are operating as designed
Identify process and control gaps, prioritize them at the function level based on risk, and own them through to closure
Trace the upstream root causes of downstream breaks and not-in-good-order conditions, championing systemic, durable fixes over one-off corrections
Document assessment evidence
Own the operational KPI framework and the run-state operational-health reporting that feeds functional governance forums
Translate operational data into a clear, decision-ready view of functional health for senior leadership
Align metrics and definitions consistently across teams and systems of record
Serve as the demand-side partner to Strategy & Execution’s Transformation team, converting diagnosed gaps into a prioritized remediation backlog
Coordinate with Product Owners to ensure product backlogs reflect operations requirements and priorities
Ensure delivered solutions close the underlying operational risk rather than addressing symptoms
Identify and advance automation and process-improvement opportunities, including practical application of AI tooling
Run the operational-health governance routine (chaired and sponsored by the Head of OS&D), presenting current-state assessment, open gaps, and remediation status with items assigned to process owners and dates
Proactively raise operational risks, process concerns, and stakeholder impacts in a constructive, solutions-oriented manner
Coordinate with second-line Risk and Internal Audit to align scope and avoid duplication of assurance activity
Serve as a trusted operational partner and subject-matter expert across investment, accounting, technology, data, and treasury teams
Assess the operational performance of external service providers through a risk-and-control lens
Communicate process changes, improvement initiatives, and strategic priorities clearly to senior stakeholders

Requirements

10+ years of experience in investment operations, financial operations, or operational risk and controls, ideally within an asset manager, insurer, alternative investment firm, or comparable institutional investment platform
Demonstrated experience in operational risk assessment, control design and effectiveness testing, or RCSA-type programs
Strong understanding of the investment operations lifecycle across multiple asset classes — including loans, derivatives, alternatives, and cash/treasury
Experience defining and operating metrics and KPIs and translating operational data into governance-ready reporting
Familiarity with loan administration and accounting systems, IBOR and ABOR environments, and how data flows across a multi-system operations infrastructure
Highly effective collaborator with proven experience influencing peer teams without direct authority in a matrixed organization; able to raise risks and represent stakeholder perspectives in a constructive, solutions-oriented manner

Skills

Operational Risk
Control Design
Effectiveness Testing
RCSA
Investment Operations Lifecycle
Metrics
KPIs
Data Translation
Governance Reporting
Loan Administration
Accounting Systems
IBOR
ABOR
Collaboration
Influence
Risk Assessment
Process Improvement
AI Tooling

Location

Boston, MA
New York, NY

Work Type

Full-time

Experience Level

Vice President
10+ years

Education Level

Bachelor’s degree in finance, Business, Accounting, or a related field
Advanced degree (e.g., MBA) a plus
Relevant risk/controls or process-improvement certifications (e.g., Lean Six Sigma) preferred but not required

Benefits

Comprehensive benefits
Workplace flexibility
Professional development opportunities
Opportunities provided through Employee Resource Groups

About the Company

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets.
With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion (as of 12/31/2025) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises.
We offer 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.

Equal Opportunity

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.