Investment Performance & Analytics Consultant

  • Full-time
  • Company: MassMutual

Company Description

Jobs for Humanity is partnering with MassMutual to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: MassMutual

Job Description

Dear all, We are currently hiring for a new and important role within our team. We are looking for someone with expertise in supporting large organizations in managing their investment portfolios. This includes experience in performance analysis, modeling, and reporting. We value both technical skills and strong interpersonal abilities to effectively collaborate with internal teams, as well as external investment management firms. As part of this role, you will have the opportunity to contribute to and lead efforts in enhancing our performance analysis program. This will involve automating processes, expanding capabilities, and refining methodologies to measure investment performance across various asset classes and strategies. Strategic thinking, analytical skills, leadership, and the ability to collaborate will be essential qualities for this position. Here is an overview of the key responsibilities: - Review and validate data related to securities, portfolios, and indices on a daily, monthly, and quarterly basis. - Investigate any discrepancies or errors and propose corrective actions. - Collect performance information from asset managers and data providers. - Calculate and compile reports on investment performance and contribution. - Identify opportunities to improve efficiency and productivity by updating platforms and refining processes. To be considered for this role, you should have the following qualifications: - Bachelor's degree in Finance, Economics, Business, Engineering, or Mathematics. - At least 7 years of experience supporting or leading investment management or institutional asset owner/allocator platforms. Ideal qualifications would also include: - Relevant certifications or progress towards certifications such as CIPM, CAIA, or CFA. - Experience with multi-asset management, liability-driven investing, and insurance companies. - Expertise in data management, visualization, and analytics tools such as Alteryx, PowerBI, and SQL/Python-based solutions. - Strong knowledge of fixed income securities and market fundamentals. - Understanding of major indices, benchmarks, and benchmark selection. - Familiarity with private equity and alternative strategies. - Experience supporting portfolio managers and conducting performance attribution analysis. - Deep knowledge of performance and analytics frameworks such as GIPS and ILPA. - Proficiency in industry-standard performance and analytics systems like FactSet, Bloomberg, and MSCI/Barra. When joining MassMutual, you can expect: - Regular communication and collaboration with the Manager Oversight & Performance Team. - One-on-one meetings with your manager for focused support. - Mentorship opportunities to help further your career. - Networking events with various Business Resource Groups, including those focused on diversity and inclusion. - Access to learning resources on platforms like Degreed. - A strong ethical business environment, competitive pay, and comprehensive benefits package. At MassMutual, we are an equal opportunity employer and welcome applications from all individuals. Veterans are encouraged to apply, regardless of their discharge status. We are committed to providing accommodations for those who may need them during the application process. If you require any assistance, please contact us to discuss your specific needs. We look forward to receiving your application and welcoming you to our team! Sincerely, [Your Name] ------ Response: Subject: Application for the Investment Performance Analyst Position Dear Hiring Manager, I am writing to express my interest in the Investment Performance Analyst position at MassMutual. I have the qualifications and experience necessary to excel in this role, and I am excited about the opportunity to contribute to your team. Here is a summary of my skills and qualifications: - Bachelor's degree in Finance, with a focus on investment management. - 8 years of experience supporting investment management firms in performance analysis and reporting. - Strong knowledge of various asset classes, including fixed income securities, equities, and alternative investments. - Proficient in data management and visualization tools, such as Alteryx and PowerBI. - Familiarity with industry-standard performance and analytics systems, including FactSet and Bloomberg. - Excellent analytical and problem-solving abilities. - Strong communication and collaboration skills. I am confident that my experience and skills align well with the requirements of the Investment Performance Analyst role. I am eager to contribute to the continuous improvement of the performance analysis program, and I believe that my strategic thinking and attention to detail will be valuable assets to your team. Thank you for considering my application. I look forward to the opportunity to discuss how I can contribute to MassMutual's investment performance and analytics functions in more detail. Sincerely, [Your Name] ------ Bullet Points: - The team at MassMutual is hiring for a new and highly visible role as an Investment Performance Analyst. - This role requires prior experience in supporting large organizations with their investment portfolios. - Strong technical and interpersonal skills are essential to collaborate effectively with internal and external teams. - Responsibilities include reviewing and validating investment data, calculating performance reports, and identifying opportunities for improvement. - The minimum qualifications for this role include a Bachelor's degree in relevant fields and at least 7 years of experience in investment management. - Ideal qualifications include relevant certifications, insurance industry experience, and expertise in data management and analytics tools. - MassMutual offers regular meetings, mentorship opportunities, and access to learning content for professional growth. - The company values ethics, integrity, and offers competitive pay and benefits. - MassMutual is an equal opportunity employer and encourages all individuals to apply. Veterans are welcome regardless of discharge status. - Accommodations can be provided for applicants who require assistance during the application process.
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