Senior Analyst, Portfolio Analytics and Planning

Posted 3 Hours Ago
Be an Early Applicant
5 Locations
Remote or Hybrid
83K-176K Annually
Senior level
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Join us, and pursue your tomorrow, today.
The Role
Supports portfolio planning and operational analytics for multi-state auto program rollouts. Develops capacity forecasts, rollout schedules, scenario analyses, performance metrics, dashboards, and reporting to guide sequencing, trade-offs, and delivery decisions. Partners cross-functionally with state management, program management, data science, and technology teams while using AI, Power BI, Power Apps, JIRA, and Excel to improve planning workflows and reporting. The role requires strong analytical, organizational, communication, and stakeholder-management skills, plus insurance knowledge.
Summary Generated by Built In
Description
Join the Personal Lines Auto Program Delivery & Enhancements (PDE) Build team - our brand-new, high-visibility team shaping next-generation auto rating programs and the core frameworks PDE relies on to deliver efficiently and with precision.
In this role, you'll support portfolio planning and operational analytics across the delivery value stream. You'll bring analytical rigor to rollout scheduling, capacity forecasting, and performance metrics - building the tools, schedules, and views that help the team sequence work, balance capacity, make informed trade-offs, and optimize in market value for the organization. You'll help turn a complex, multi-state, multi-program landscape into a clear, visible, data-driven plan. You'll partner with State Management, Program Management, Data Science, Tech, and other teams across the Delivery value stream to keep our roadmap realistic, visible, and on track. This is a ground-floor opportunity to help shape how we plan and pace delivery - with exposure to senior leadership.
**This position may have in-office requirements depending on candidate location. The level of position offered will be based on skills and experience at manager discretion. **
What you'll do
  • Analyze & recommend: Investigate planning and capacity questions, conduct scenario analysis, and synthesize your findings into clear, actionable recommendations that drive rollout schedules and cadence.
  • Support portfolio planning: Help maintain an integrated view of program rollouts across states and programs including rollout sequencing, dependencies, milestones, and cadence.
  • Measure performance: Develop the metrics, dashboards, and reporting that track delivery progress, surface risks, and inform trade-off decisions for the team and leadership.
  • Put tech to work: Integrate tools like AI, PowerBI, PowerApps, JIRA, and Excel into day-to-day workflows to boost quality, traceability, and speed-to-market.

You'll love this job if you enjoy
  • Understanding how things work, end to end
  • Bringing order and structure to complex, moving parts
  • Working with data to tell a clear story
  • Cross-functional collaboration
  • A continuous-improvement and growth mindset

Skills and experience that will lead to success in the role
  • Experience in analytics, portfolio/program planning, forecasting, operations, or a related area
  • Strong analytical and quantitative skills - comfortable building custom logic, forecasts, and performance metrics from data
  • Experience with data, reporting, and app-building tools (e.g., Power BI, Power Apps, Excel)
  • Curiosity about how to apply AI and automation to streamline planning and reporting
  • Detail oriented and a strong steward of quality outcomes
  • Strong organizational skills, with the ability to turn ambiguity into structure
  • Clear written and verbal communication - able to translate complex data and plans into concise recommendations
  • Comfort working across multiple teams and managing several priorities at once

What you'll gain
  • A strong foundation in portfolio planning, capacity modeling, and delivery orchestration at scale
  • Exposure to the high-visibility workstreams
  • Insight into how we build and bring rating programs to market
  • A broad view of the auto product and pricing ecosystem
  • Relationships and exposure across the organization (e.g., State Management, Technology, Data Science)
  • Project and stakeholder management experience
  • Foundational product and pricing knowledge to set you up for future roles in Product

Qualifications
  • Bachelor's degree in Mathematics, Statistics, Finance, Economics or Insurance preferred; or equivalent experience
  • Approx 5 or more years related work experience
  • Knowledge of insurance principles and concepts required
  • Advanced analytical/problem solving and research skills
  • Effective communication skills for writing reports/proposals and making presentations
  • Ability to work independently and lead others during projects
  • Knowledge of the business practices and processes
  • Proficiency with spreadsheets and data base software

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.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
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://www.libertymutualgroup.com/about-lm/careers/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
  • California
  • Los Angeles Incorporated
  • Los Angeles Unincorporated
  • Philadelphia
  • San Francisco

$83,000.00 - 176,000.00

Skills Required

  • Bachelor's degree in Mathematics, Statistics, Finance, Economics, or Insurance, or equivalent experience
  • Approximately 5 or more years of related work experience
  • Knowledge of insurance principles and concepts
  • Advanced analytical, problem-solving, and research skills
  • Effective written and verbal communication skills for reports, proposals, and presentations
  • Ability to work independently and lead others during projects
  • Knowledge of business practices and processes
  • Proficiency with spreadsheets and database software
  • Experience in analytics, portfolio or program planning, forecasting, operations, or a related area
  • Strong analytical and quantitative skills, including building logic, forecasts, and performance metrics
  • Experience with data, reporting, and app-building tools such as Power BI, Power Apps, and Excel
  • Ability to apply AI and automation to planning and reporting workflows
  • Strong organizational skills and ability to structure ambiguous work
  • Ability to collaborate across teams and manage multiple priorities

What the Team is Saying

Natalie
Antonio
Tyler
Sandra
Kemi
Herman
Chase
Ethan
Sandra

Liberty Mutual Insurance Compensation & Benefits Highlights

  • Parental & Family Support Parental and family-building support is notably robust, with eight weeks paid bonding for all parents and an additional eight weeks of 100% paid short‑term disability for birth parents. Adoption/surrogacy reimbursement up to $40,000, substantial fertility coverage, and backup childcare reinforce this strength.
  • Retirement Support Retirement programs are positioned as a standout, including a 401(k) that matches 100% of the first 5% per pay period plus an additional 3% annual contribution for eligible employees. A student‑loan “401(k) match” feature further broadens access to company retirement contributions.
  • Wellbeing & Lifestyle Benefits Mental‑health and well‑being resources are emphasized, with 12 free therapy sessions for employees and family members and access to resilience tools. Onsite health centers in Boston and Plano add convenient primary and urgent care access for some locations.

Liberty Mutual Insurance Insights

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The Company
HQ: Boston, MA
40,000 Employees
Year Founded: 1912

What We Do

Liberty Mutual Insurance exists to help people embrace today and confidently pursue tomorrow. A Fortune 100 company and global leader in property and casualty insurance, we’ve spent over a century creating innovative products, services and technologies to meet the world’s ever-changing needs and make a difference for our customers and communities.

Why Work With Us

We offer the agility, work flexibility, project ownership and access to emerging tech you’d expect from a start-up — combined with the stability, resources and benefits that come from working at a leading Fortune 100 company. All in a welcoming, inclusive environment that values the unique insights, perspectives and backgrounds of each person.

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Liberty Mutual Insurance Teams

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Digital & Technology
About our Teams

Liberty Mutual Insurance Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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HQBoston, MA
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Indianapolis, IN
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Plano, TX
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Portsmouth, NH
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Seattle, WA
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