Investment Reporting Analyst

Investment Reporting Team

Full Time

Springfield, MA

The Opportunity

Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for MassMutual’s General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.

The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.

The Team

The Investment Reporting team is responsible for reporting the GIA’s asset allocation and risk exposures in support of the Chief Investment Officer’s report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.

The Impact

• Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units
• Understand and communicate the portfolio’s asset allocation
• Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls
• Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements
• Maintain high standards of data integrity and transparency across all internal and external reports

The Minimum Qualifications

• Bachelor’s degree in finance, mathematics, economics, accounting or related field
• 3+ years of experience reporting financial data
• 1+ years of experience in MS Office Suite (Excel, PowerPoint, and Word)

The Ideal Qualifications

• Experience using business intelligence software such as MicroStrategy and/or Alteryx
• Basic understanding of various types of investment instruments and statutory accounting
• Ability to manage multiple, often competing, fixed deadlines
• Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely
• Proclivity for continuous improvement
• Excellent analytical skills and relentless attention to detail
• Strong work ethic and ability to research, identify, and troubleshoot problems independently
• Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituencies

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Reporting 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

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Salary Range:

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

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. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.