The Opportunity

Investment Management (IM) is looking for an energetic, intellectually curious individual with strong analytical skills to join the team as an Investment Reporting & Communications (IR&C) Consultant. This role will support the investment reporting, communications, and strategy for MassMutual's General Investment Account. The IR&C Consultant will provide technical and analytical support to areas across IM and MassMutual. You will work with other IM analysts, IM portfolio managers, Enterprise Risk Management, Corporate Finance, and external asset managers.

The Impact

Are you detail oriented, results and process driven, comfortable with complex datasets and structures, with strong analytical and report writing skills? If you easily adapt to changing priorities, managing time across multiple initiatives, and are comfortable discussing investment topics across all levels of the organization, then keep reading!

This role requires strategic and critical thinking, analytical skills, leadership, and influence skills, as well as the ability to collaborate to achieve results that can have significant impact on the Company.

Your day to day would include, but not be limited to:

• Provide investment portfolio reporting and analysis for the Portfolio Management team, MassMutual's business and corporate units, the Investment Committee of the Board of Directors, and the rating agencies

• Directly support portfolio managers, including monitoring portfolio cash flows, composition, risks, and performance; conduct special projects and analyses. Assess portfolio results for consistency with portfolio strategy objectives

• Work closely with portfolio managers and research analysts to determine investment objectives and related system/analytical requirements

• Serve as subject matter expert on enterprise sponsored data and reporting modernization project

• Build best-in-class dashboards, operational reports, and workflow processes

• Design and execute forecasting tools and other models that support investment decision-making

• Proactively work across the organization by applying investment, accounting knowledge, and other technical skills to address both recurring and critical time-sensitive investment issues and communication needs

• Serve as a primary point of contact for assigned clients and/or intermediaries for investment reporting and communications for the General Investment Account

• Provide internal and external clients with ongoing updates about investment philosophy, process, and performance

• Participate in investment strategy meetings with portfolio managers; prepare liquidity forecasts, portfolio asset allocation, and on-demand exposure analysis

• Work independently and with management on highly visible, divisional/cross-divisional complex projects

• Be a key resource for resolution of unique or complex business problems

• Advance the interests of the company by serving on teams that are external to the organization when appropriate

The Minimum Qualifications

• Bachelor's degree in Mathematics, Economics, Finance, or related major

• A minimum of 8 years of investment reporting experience

• Proficient in MS Office Suite (Teams, Excel, PowerPoint, and Word)

• Experience in analyzing data using business intelligence software such as: MicroStrategy, IBM Cognos, Tableau or other equivalent reporting tool experience

• Robust investment acumen with and understanding of fixed income and equity securities, alternatives, and derivatives for reporting and analysis

• Strong communication skills and ability to condense analyses into written and oral presentations and actionable recommendations to portfolio managers

The Ideal Qualifications

• Master's degree in Mathematics, Economics, Finance, or related major

• Professional designation such as a CFA

• Experience with Atlassian Jira and/or other project management tools

• Knowledge of statutory investment accounting

What to Expect as Part of MassMutual and the Team

• Regular meetings with the IR&C Team

• Focused one-on-one meetings with your manager

• Access to mentorship opportunities

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

About MassMutual

We've been around since 1851. During our history, we've helped millions of people find financial freedom, offer financial protection, and plan for the future.

Today, we continue to develop meaningful relationships with our customers by building their trust, being knowledge problem solvers and always prioritizing their needs. MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure – it's our way of life.  

MassMutual was recognized as an Ethisphere 2020 World's Most Ethical Company, a Top Place to Work in 2020 according to The Boston Globe and named among America's Best Employers for Diversity according to Forbes 2020.

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.