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About the Role

Liberty Mutual Investments (LMI) is seeking a Product Owner III to support its Accounting Product, focusing on investment accounting and regulatory/financial reporting capabilities across statutory (NAIC), GAAP, and TAX frameworks. This role enhances and maintains accounting and reporting capabilities within LMI's SimCorp Dimension platform, emphasizing end-to-end processes and upstream data. The Product Owner will translate business, accounting, and regulatory requirements into actionable product priorities and drive the delivery of technology solutions for accurate and timely reporting.

Responsibilities

Partner with the Accounting Portfolio Product Owner and stakeholders to shape and execute the Accounting Product roadmap across reporting frameworks (statutory/NAIC, GAAP, and TAX).
Own and prioritize the Accounting Product backlog, balancing business value, regulatory deadlines, strategic enhancements, technical improvements, and production support.
Translate business, accounting, and regulatory requirements into actionable user stories with clear acceptance criteria.
Collaborate with other Product Owners, SimCorp Dimension's REGCOE, and technology and data teams to anticipate dependencies, remove impediments, and drive outcomes.
Set clear deadlines and handoff dates for each deliverable and manage dependencies, sequencing, and critical-path risks.
Lead Agile delivery activities, including backlog refinement, sprint planning, demonstrations, and coordination of development, testing, business validation, and production implementation.
Evaluate business value, feasibility, and regulatory risk to make informed prioritization decisions.
Proactively monitor regulatory, statutory accounting, and reporting framework changes and assess their impact on systems, data flows, and downstream processes.
Translate upcoming changes into backlog items with defined timelines, owners, and testing and validation plans.
Assess the impact of new investment types and reporting requirements across statutory, GAAP, and TAX bases.
Apply working knowledge of investment accounting, investment operations, and upstream data to evaluate reporting accuracy and timing.
Partner with Investment Reporting, Operations, Investment Product, Data Product, Technology and other Financial Product teams to deliver accurate, complete, and timely financial and regulatory reporting.
Coordinate with LMG Corporate Accounting, Finance, TAX, and other group functions that depend on LMI's accounting and reporting outputs.
Work with SimCorp, implementation partners, and other platform and data vendors to manage releases, defects, enhancements, and delivery commitments.
Support engagement with regulators, auditors, and advisors as needed.
Serve as the primary point of contact for Accounting Product stakeholders, building strong relationships, facilitating decisions, and communicating priorities, progress, and risks.
Proactively identify and resolve reporting issues, data quality concerns, and cross-team dependencies.
Work closely with Data Product and Investment Product, alongside Accounting, Finance, and Technology stakeholders, to define data requirements, ownership, and quality standards.
Strengthen data integrity, reporting accuracy, and regulatory compliance through effective data validation, reconciliation, and operational controls.
Drive process improvements and leverage automation, including AI-enabled capabilities, to reduce manual effort, improve reporting efficiency, and mitigate operational risk.
Balance delivery of new capabilities with platform stability, ongoing production support, and evolving regulatory and data governance requirements.
Define and monitor product-level KPIs to measure reporting timeliness, data quality, operational efficiency, and delivery outcomes.

Requirements

Bachelor's degree in Finance, Accounting, Business, Technology, or a related field, or equivalent professional experience.
7+ years of experience in business, technology, financial services, or consulting.
5+ years working with Agile teams in a Product Owner, Business Analyst, or similar role.
Working knowledge of investment accounting and financial and regulatory reporting frameworks, including statutory accounting principles (SAP) and NAIC investment reporting, GAAP, and TAX, including basis differences between them.
Demonstrated experience managing product backlogs, translating complex business and technical requirements into actionable user stories, and delivering technology or data-driven solutions.
Strong analytical, problem-solving, and decision-making skills.
Excellent communication and collaboration skills, with demonstrated ability to influence cross-functional teams, external partners, and senior stakeholders.
Proven ability to proactively plan and independently drive complex initiatives from requirements through implementation, set and meet deadlines, manage dependencies, and deliver business value in a deadline-driven environment.
Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards.

Skills

Investment accounting
Financial reporting
Regulatory reporting
Statutory accounting principles (SAP)
NAIC investment reporting
GAAP
TAX
Agile methodologies
Product backlog management
User story creation
Data quality standards
Process improvement
Automation
AI-enabled tools
SimCorp Dimension
Blackrock Aladdin
Eagle STAR
State Street Alpha
Charles River
Princeton Financial System
Clearwater
FIS
SS&C Advent Geneva
Jira
Confluence

Location

Boston, MA
New York, NY

Work Type

Full-time

Experience Level

III
7+ years of experience
5+ years in Product Owner/Business Analyst role

Education Level

Bachelor's degree in Finance, Accounting, Business, Technology, or related field, or equivalent professional experience

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), 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.
LMI has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
LMI's purpose is to build enduring businesses, drive economic growth, and generate superior risk-adjusted returns.
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.
LMI's portfolio spans a broad spectrum of public and private investments, including real estate, digital infrastructure, healthcare, renewable energy, and technology.
LMI prides itself on its extensive network of mutually beneficial partnerships and uses its 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.