Investment Analyst Consultant - Advanced

| Greater Boston Area

JOB ROLE/RESPONSIBILITIES:

  • The primary responsibility of the Investment Analyst is to support and assist in the structuring, negotiation, approval and closing of complex transactions that create attractive investments for MassMutual’s GIA while addressing the unique financing needs of our strategic business partner customers, who are typically world-class alternative investment managers or specialty finance companies.

The Investment Analyst will:

  • Be expected to actively participate in the negotiation of financing terms and their memorialization in deal term sheets; the drafting, negotiation and review of transaction documentation; the preparation of investment approval documentation and working with MassMutual’s operations and on-boarding teams to understand and structure around each transaction’s unique implementation issues.
  • Need to demonstrate extremely strong analytical, modeling and problem-solving skills. The Investment Analyst will be expected to understand the nature of the assets for which our customer is seeking financing and be able to create situation-specific risk analysis models based upon the target collateral and negotiated financing structure, and to maintain those models post-close to facilitate ongoing credit and other risk monitoring of our borrowers and collateral pools.
  • Need to conduct initial and on-going research, analysis and due diligence of proposed strategic business partners and understand the risks associated with their respective businesses. Analytical responsibilities may also extend to evaluating individual bond or loan assets or private equity, private debt or other private placement investment funds that serve as collateral for proposed transactions.
  • Be expected to conduct the periodic delivery and review of aggregated information via data entry & automation (i.e. manager rating scorecards, performance reporting, due diligence summaries, collateral summaries and transaction performance).
  • Manage due diligence interactions with current and prospective managers, such as gathering information, coordinating communication, conducting & coordinating site visits.
  • Consult to other departments within MassMutual to help them understand how transaction-specific investment issues and due diligence findings impact their areas of concern.

IDEAL CANDIDATE:

This is a role that will tend to present many new and one-off problems and issues for the analyst to address. The successful candidate will have natural curiosity and a love of learning, relish the challenge of solving puzzles and intellectual challenges and be comfortable with the ambiguity presented by new situations. At the same time, the successful candidate will naturally formulate answers or solutions to those ambiguous situations based upon empirical data. While this is not an actuarial role, a basic comfort with the meaning of probability distributions will be essential to making decisive decisions within an uncertain environment. Similarly, this is not a legal role, but the analyst must be comfortable reviewing legal documentation for their transactions. 

THE BASIC REQUIREMENTS:

  • Bachelor’s degree with at least 2 years of relevant investment or finance experience required
  • Interest in finance/investments, with basic accounting knowledge
  • Candidate should be comfortable working with basic concepts of leverage in a corporate debt context (e.g., Debt/EBITDA and FCC) and basic concepts of leverage in a real estate debt context (e.g., LTV, DSC, Property Debt Yield)
  • Candidate should have, at a minimum, a broad understanding of the roles, responsibilities and motivations of the primary participants in the investment management business
  • Professional experience working on complex negotiated transactions
  • Strong communication skills, both written and oral
  • Strong computer skills including experience with financial applications
  • Strong analytical and problem solving skill set
  • Ability to work closely with portfolio managers and senior management
  • Excellent communication and interpersonal skills to work in a fast paced, team environment
  • Proficiency in Microsoft Office (Excel, Power Point and Word,; VBA and Visio experience a plus)
  • Ability and openness to understanding operational, accounting, and legal aspects of investments
  • CFA preferred (or enrolled as a CFA candidate)

WORK LOCATION: Boston (Fan Pier)

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Location

We currently have Boston office locations at both 470 Atlantic Ave and One Marina Park.

An Insider's view of MassMutual

How do you collaborate with other teams in the company?

As a Product Owner, I spend most of my time collaborating with others across different business units. On any given day, I could be spending time brainstorming design concepts of upcoming features with our design team or assisting them with presenting these concepts to outside users as part of our user testing process.

Ryan

Digital Product Owner

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Product Manager

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
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