Transaction Analysis Lead

Treasury and Capital Management

Full-Time

Boston, MA, New York, NY or Springfield, MA

The Opportunity

As the Transaction Analysis Lead, you will work in a fast paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions benefitting the long-term financial strength and flexibility of MassMutual. This role will have the opportunity to work with the Head of Rating Agency Relations and Transaction Analysis on key finance initiatives:

• Apply understanding of life insurance/annuity products, risk management, and capital frameworks to drive strategic transaction analysis and recommendations
• Ideate and execute capital markets and balance sheet optimization transactions that improve MassMutual’s financial performance, balancing capital adequacy, liquidity, financial flexibility, and earnings strength
• Advise the executive team on key strategic initiatives and sales priorities, including impacts to statutory and economic capital, rating agency metrics, and long-term profitability

The Team

The Transaction Analysis Lead is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on:

• Maintaining a balance between high and sustainable returns for policyholders, and a strong financial strength position, while enabling MassMutual to take advantage of growth opportunities; all while maintaining within internal, regulatory and rating agency constraints
• Minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible

The Impact

This role will help drive strategic decisions around our use and consumption of scarce resources and solutions, as part of the Treasury organizations financial stewardship role, and deliver analysis to inform strategic decision-making:

• Identify and evaluate business and strategic opportunities, across financial, risk, and strategic views and with internal and external parties
• Lead transaction analysis considering rating agency, regulatory, and economic lenses, including M&A, capital markets, and reinsurance transactions
• Lead capital markets and balance sheet management transactions from ideation to execution

The Minimum Qualifications

• BS in accounting, finance, business, actuarial science or a related field
• 10+ years of progressive experience in financial roles, including capital management, product pricing (retail and/or institutional insurance products), or enterprise risk management, etc.
• Strong multi-tasking skills and ability to adapt to change
• Ability to proactively take ownership of projects and drive them through to completion
• Ability to perform independent research, identify valuable transaction opportunities, and deliver analyses and recommendations to senior management
• Strong desire to “roll-up sleeves”

The Ideal Qualifications

• Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance transaction analysis
• Expertise in structuring transactions to balance rating agency, regulatory capital, tax, accounting, and economic considerations
• Knowledge of statutory, rating agency, and economic capital frameworks
• Knowledge of US GAAP and statutory accounting
• Experience leading cross-functional projects with competing constraints through to success
• Experience influencing senior management on strategic decisions
• Detail-oriented with demonstrated oral and written communication skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Treasury and other Financial Planning & Analysis teams
• Focused one-on-one meetings with your manager
• Access to a collaborative network within the team with connected objectives
• 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 nosiness with industry leading pay and benefits

#LI-ST1

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. We welcome all persons to apply.

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.