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Business Analytics Consultant - Wealth Management



Accounting & Finance, Data Science
Springfield, MA, USA
Posted on Friday, October 6, 2023

Business Analytics Consultant – Wealth Management

Springfield, Massachusetts Business Analysis Job ID R14455

The Opportunity

We’re growing and our clients deserve the best. As a Business Analytics Consultant, you’ll have an opportunity to use your data and analytics skills to support our Wealth Management growth strategy. You will be responsible for sourcing critical data required to establish key business metrics and deliver impactful reporting and analysis to our customers.

The Team

As part of MassMutual’s Brand, Product and Affiliated Distribution organization, our Business Analytics team delivers critical data and owns key reporting and analytics functions for our insurance, annuity, and investment solutions, including our Wealth Management strategy. We place a premium on creating a diverse and inclusive team, aligning priorities with key markets and distribution channels, while nurturing partnerships with key stakeholders based in transparency and accountability.

The Impact

As a Business Analytics Consultant, your responsibilities will include but not limited to the following in order to deliver insightful information to leadership for use in making strategic decisions.

  • Responsible for the collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy. 

  • Manage data across various sources and understand relationships among data elements.

  • Profile, categorize, and analyze quality of data and derive meaningful insights through presentations and visualizations.

  • Develop knowledge and technical expertise regarding data models, database design development, data mining and segmentation techniques. 

  • Organize and prioritize client requests, interpret data requirements, and perform timely assessment for delivery and analysis. 

  • Measure, monitor and analyze key performance indicators. 

  • Produce/deliver results through Business Intelligence tools.

  • Establish and maintain relationships with both internal and external business partners to collaborate in the areas of data sourcing and reporting.

The Minimum Qualifications

  • Bachelor's degree

  • 5+ years of experience in a reporting and/or analytics position with a concentration in the financial services industry

  • 5+ years' experience collaborating with internal and external business partners, with the ability to effectively communicate findings

  • 3+ year of experience working with large data sets

  • 2+ years advanced Microsoft Excel skills

  • 2+ years experience with data visualization tools such as Tableau or MicroStrategy

  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

  • Advanced PowerPoint skills

  • Experience in the application of data governance and controls

  • Experience utilizing SQL

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Business Analytics 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


Salary Range: $113,100.00-$148,400.00 Apply

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.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.