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Corporate Development Lead – Wealth Management

Corporate Development Lead – Wealth Management Corporate Development Full-Time, Boston The Opportunity We are seeking a results-driven, engaging and dynamic leader for our Corporate Development team, with a primary focus on advancing the enterprise’s wealth management growth strategy. The Corporate Development Lead will be part of a high-achieving and inclusive team responsible for identifying, evaluating and executing acquisitions, strategic investments, partnerships and other inorganic growth opportunities across the wealth management ecosystem. Working closely with the senior leaders of MassMutual’s affiliated distribution and wealth management business, the role will assess opportunities spanning registered investment advisers, wealth platforms, advisor capabilities, client solutions, technology and adjacent businesses, with a focus on strategic fit, advisor satisfaction and strong client outcomes. The Team MassMutual’s Corporate Development team drives strategic growth and value through disciplined M&A and partnership sourcing and execution as well as integrated strategic and financial oversight of MassMutual’s Key Operating Entities (KOEs). The team includes experienced leaders and professionals as well as employees in the iMMerse analyst program, a talent initiative run in partnership with Corporate Strategy. For wealth management opportunities, Corporate Development works closely with business leaders and subject matter experts across our MMFA financial advisor network, Wealth Management, Corporate Strategy, Finance, Legal, Compliance, Risk, Technology, Human Resources, Treasury, FP&A, Controllers and Tax . The Impact The Corporate Development Lead – Wealth Management will report directly to the Head of Corporate Development and will lead the origination, evaluation and execution of inorganic growth opportunities that strengthen MassMutual’s wealth management capabilities, reach and client value proposition. Lead wealth management corporate development and transaction execution, including: Partnering with enterprise and wealth management leaders to translate strategic priorities into a focused inorganic growth agenda and actionable pipeline. Sourcing and assessing acquisitions, minority investments, joint ventures and strategic partnerships across broker-dealers, registered investment advisers, wealth platforms, financial planning, technology, investment solutions, and adjacent services. Evaluating strategic fit, market attractiveness, competitive positioning, advisor and client value propositions, organic growth potential, economics and scalability. Building and interpreting financial models and valuation analyses, organic and inorganic growth rates, revenue mix, fee rates, advisor productivity, client retention, net flows, margin expansion, capital requirements and transaction returns. Leading cross-functional deal teams and critical work streams through diligence, negotiation, approval and closing; identifying key risks and value drivers; engaging internal and external subject matter experts; and owning executive management and Board materials. Partnering with business and functional leaders to shape integration priorities, operating-model decisions, governance and value-realization plans, with particular attention to advisor and client retention. Develop Analysts and other team members through active coaching, feedback, mentoring, recruiting and training. Role model inclusive, client-centered and team-oriented leadership. Influence the company’s strategic direction through an integrated partnership among Wealth Management, Corporate Strategy, Corporate Development and Strategic Intelligence. Minimum Qualifications 5 years of Corporate Development at a wealth manager or related entity within the wealth management ecosystem, including investment banking, private equity, principal investing or other advisory services at the Associate level or above, including experience leading substantive portions of M&A transactions. Demonstrated experience evaluating wealth management, advisor network and related distribution businesses, including their operating models, growth drivers and economics. Experience from a top-tier investment banking firm, investment organization or leading internal Corporate Development function. Bachelor’s degree; a graduate degree is valued but not required. Advanced financial modeling and valuation skills, with the ability to build well-reasoned projections, assess transaction returns and clearly communicate key assumptions, risks and implications. Experience coordinating cross-functional diligence and working effectively with senior business leaders, functional experts and external advisers. Track record of developing Analysts and other team members through coaching and mentoring. Ideal Qualifications Strong understanding of wealth management industry dynamics, including advisor-led distribution, growth drivers, client segmentation, recurring fee-based revenue, regulatory considerations, technology enablement and consolidation trends. Strong transaction discipline, including exemplary attention to detail, sound judgment, comfort with ambiguity and the ability to manage multiple priorities in a fast-paced environment. Ability to create concise, compelling and data-driven communications for senior leaders and governance forums. Ability to build trusted, high-impact relationships with senior leaders, business partners, target-company management teams and external advisers. Commercial orientation and the ability to connect transaction analysis to practical implications for clients, advisors, growth, operations and long-term enterprise value. Direct experience at a leading wealth management firm is strongly preferred. Experience in adjacent sectors—including asset management, retirement, insurance, financial technology or advisor services—may also be relevant when paired with a strong understanding of wealth management business models and transaction dynamics. What You Can Expect as Part of MassMutual and the Team Regular meetings with the Corporate Development team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, 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 LI-LS1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Investment Accounting Manager - Alternative Investments

Investment Accounting Manager - Alternative Investments Alternative Investments Team/Investment Controllership Full-time/Boston, MA, or Springfield, MA This is an Individual Contributor role The Opportunity This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position resides within the Investment Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. The Team The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Impact Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow. Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process. Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances. Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management Actively participate in the implementation of the Company’s new ledger Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiates and/or leads increasingly complex continuous improvement activities. Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team. Makes recommendations to continuously improve the overall control environment of the Investment Controllership team. The Minimum Qualifications Bachelor’s degree in Accounting, Finance or related major 6 years of related work experience with a track record of increasing responsibility including financial reporting experience on alternative investments The Ideal Qualifications 8 years of related work experience CPA preferred Master’s degree preferred Strong analytical skills: ability to analyze financial data sets and tell the story of the data Proven ability to complete high quality work efficiently and increase autonomy over time Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries Experience with system implementations preferred Able to build and maintain strong working relationships across cross-functional groups Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc. Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Treasury Strategy, Operations & Data Consultant

Treasury Strategy, Operations & Data Consultant Treasury Operations | Treasury | Finance Full-Time /Springfield, MA or Boston, MA The Opportunity As a Treasury Strategy, Operations & Data Consultant, you’ll help turn banking, cash-flow, and payment data into meaningful insights that support liquidity, operational efficiency, risk management, and strategic decisions. You’ll play a key role in advancing treasury initiatives across Finance, including enhancements to the treasury management system, payment transformation, reporting automation, and data-driven process improvement. You’ll partner with teams across the business to support daily operations and implement technology solutions that improve cash management, collections, payments, and transactional cash movement. You’ll also help support banking relationships, including contracts, annual reviews, compliance requests, risk oversight, and service performance. The Team The Treasury team is made up of collaborative problem solvers who use finance, data, and technology to help move MassMutual forward. The team values accountability, agility, continuous learning, and strong partnerships across the business. You’ll join a group that embraces innovation, thoughtful risk management, sustainable performance, and work-life balance. The Impact Serve as a subject matter expert for the Treasury Management System, preferably Kyriba, supporting configuration, data quality, reporting, controls, and user adoption. Develop cash-flow, bank-balance, bank-fee, service-performance, and payment analytics to identify trends, root causes, and opportunities for improvement. Create dashboards, scorecards, key performance indicators, and management reporting that translate treasury data into clear business recommendations. Perform forecast-to-actual, variance, scenario, and sensitivity analysis to strengthen short-term liquidity visibility and decision support. Partner with business teams to design and manage payment solutions, banking structures, system interfaces, and end-to-end cash-flow processes. Open, modify, and close bank accounts and integrate them into internal processes, including the general ledger, cash positioning, bank reconciliation, entitlements, and reporting. Build and maintain effective relationships with banking partners, with a focus on service quality, pricing, risk, and operational performance. Complete bank documentation, service agreements, due diligence, and regulatory or compliance requests accurately and on time. Assess financial, operational, fraud, cybersecurity, third-party, and concentration risks related to banking services and supporting technology. Collaborate with Treasury, Investment Management, Finance, Technology, Risk, Legal, Compliance, and business partners to optimize banking structures and cash movement. Stay current on banking rules, payment standards, and regulatory requirements, and assess how changes may affect processes, systems, data, and controls. Document, test, and enhance governance, procedures, data controls, and internal controls; support issue remediation and audit readiness. Identify opportunities to automate manual work and improve straight-through processing, data lineage, reconciliation, exception management, and control evidence. Use approved AI tools responsibly to support research, summarize information, identify patterns, draft analyses, and improve productivity, while applying human review and following privacy, security, legal, records-management, model-risk, and data-governance requirements. Review AI-generated output for accuracy, completeness, bias, explainability, and appropriate source attribution before using it in business decisions or stakeholder communications. Lead or support cross-functional initiatives through project management, requirements documentation, testing, implementation, and change-management practices. Minimum Qualifications Bachelor’s degree 6 years of relevant experience in cash management, treasury, finance, banking, or financial operations, including experience working in a controlled environment with sensitive financial data. 4 years of experience analyzing large or complex financial datasets and translating insights into actionable recommendations for business partners. 4 years of experience working with Microsoft Excel, including data validation, complex formulas, pivot tables, lookups, charts, and analysis of high-volume datasets. 3 years of experience working with a Treasury Management System, preferably Kyriba, including reporting, data management, or workflow support. Ideal Qualifications Experience with banking relationships, bank products and services, payment methods, bank operations, and treasury technology. Experience opening and operationalizing bank accounts, including documentation, system integration, controls, and governance. MBA, master’s degree, or equivalent advanced training. Certified Treasury Professional designation. 8 years of progressive cash management or treasury experience. Experience with business intelligence or data-visualization tools, such as Microsoft Power BI. Experience integrating data from banks, treasury systems, and SAP S/4HANA. Ability to use approved AI-enabled productivity tools responsibly, with sound judgment around confidential information, output validation, and human accountability. Experience applying analytics, automation, or AI-enabled capabilities to treasury, payments, forecasting, controls, or operational-risk use cases. Knowledge of responsible AI practices, including data protection, appropriate use, explainability, validation, monitoring, and escalation of concerns. Strong written and verbal communication skills, with the ability to explain complex analysis to operational teams, business partners, and senior leaders. Analytical mindset, strong problem-solving skills, financial acumen, and attention to detail. Ability to develop hypotheses, structure analyses, reconcile conflicting data, challenge assumptions, and communicate conclusions, limitations, and recommended actions. Ability to work independently, prioritize competing demands, and manage multiple projects and deadlines. Ability to build trusted relationships, influence without direct authority, and collaborate across functions. Customer-focused approach and commitment to accurate, timely, high-quality results. Strong risk and control mindset, including the ability to monitor key controls, investigate exceptions, document evidence, and escalate issues promptly. Curiosity and continuous-learning mindset, with interest in evaluating emerging technology and adopting new tools responsibly. What You Can Expect at MassMutual At MassMutual, you’ll have the opportunity to do meaningful work within a purpose-driven organization that values long-term impact. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CM1 LI-HYBRID 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

M&A Corporate Development Lead

M&A Corporate Development Lead Corporate Development Boston The Opportunity We are seeking a results-driven, engaging and dynamic leader for our Corporate Development team. The Corporate Development Lead will be part of a high-achieving and inclusive team that plays a critical role in the enterprise’s M&A transactions, strategic investments and other inorganic growth initiatives and has sourced and executed transactions across insurance, asset management, retirement and financial technology in the U.S. and globally in the past few years. The Team MassMutual’s Corporate Development team mission is to drive strategic growth and value through disciplined M&A execution and integrated strategic and financial oversight of MassMutual’s Key Operating Entities (KOEs.) This team consists of leaders and professionals as well as employees in our iMMerse analyst program: a talent initiative run in partnership with our Corporate Strategy function. Corporate Development collaborates closely with peer teams across Finance, with most common touch points in MassMutual’s Corporate Strategy, Treasury, FP&A, Controllers and Tax organizations. The Impact The M&A Corporate Development Lead will report directly to the Head of Corporate Development and will have accountability over the following areas. Drive M&A transaction execution and deal sourcing efforts, including Aligning deal origination with company strategic goals. This includes working directly with our Corporate Strategy team business leaders to assess capabilities and needs, evaluating different business models, conducting in-depth industry and company research. Constructing thoughtful financial models and valuation analyses: building and interpreting projected financial statements, assessing a target’s value using multiple valuation methods, determining levers for pro forma growth and scale. Leading deal teams and key work streams in transaction execution which entails serving as deal “quarterback,” identifying critical issues for each deal, crafting objectives accordingly, engaging with internal and external subject matter experts, leading work streams and owning internal deliverables and approval materials for executive management and the Board of Directors. Help build the team – develop our Analysts for our ongoing Analyst program by providing active coaching/feedback, serving as a developmental manager or mentor and leading part of our recruiting and training efforts. Role model inclusive behaviors that are customer centric and team oriented Positively impact the company’s “course and speed” as part of an integrated effort amongst MassMutual’s Strategy, Corporate Development and Strategic Intelligence teams Minimum Qualifications 5 years of investment banking or Corporate Development experience (must be highly rated), inclusive of experience leading substantive portions of M&A deal teams Experience should be from a top-tier investment banking firm or a similar role with a leading internal Corporate Development function Bachelor’s degree from a leading college or university; graduate degree is valued, but not a requirement Track record of developing Analysts and other team members through coaching and mentoring Demonstrated financial modeling expertise; ability to build effective and well-reasoned financial projections and valuation analyses and efficiently communicate results and implications Ideal Qualifications Strong track record of deal-related “discipline” (e.g., exemplary attention to detail, ability to handle multiple priorities in a fast-paced environment, comfort communicating with junior and senior team members, internal client and external stakeholders) Ability to create simple, powerful, and data-driven communications for senior leaders Ability to effectively communicate with senior leaders and build enduring, trust based and high-impact relationships with clients and other colleagues Financial services experience is valued, but not a requirement; experience across a range of industries (e.g., financial services, technology, media, consumer) is relevant to our work What You Can Expect as Part of MassMutual and the Team Regular meetings with the Corporate Development team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, 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 LI-LS1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Liquidity Modeling & Analysis Consultant

Liquidity Modeling & Analysis Consultant Liquidity Management | Treasury | Finance Full-Time Boston, MA, Springfield, MA, or New York, NY The Opportunity As a Liquidity Modeling & Analysis Consultant, you will work in a fast-paced, innovative and collaborative environment focused on providing the company with detailed analytics on liquidity positioning, identifying liquidity risks, and creating playbooks to mitigate them. This individual contributor role will report directly to the Head of Liquidity Modeling & Analysis within MassMutual’s Treasury organization and will have the opportunity to: Improve our modeling capabilities from static snapshots to build a dynamic, forward looking forecasting engine capable of navigating the unique complexities of life insurance cash flows Participate in the design of contingent liquidity planning frameworks to codify our response to liquidity stress Collaborate across multiple teams including Investment Management, Actuarial, Enterprise Risk Management, Financial Planning & Analysis, Controllership, and more The Team The Liquidity Modeling & Analysis Consultant is a member of the Liquidity Management Team within the Treasury organization, which is a dynamic team of individuals with diverse backgrounds that are focused on: · Monitoring our daily cash and liquidity positioning, forecasting our cash flow needs, and maintaining our bank relationships to raise funding · Designing models to forecast our liquidity risks and developing the funding options and execution strategies required to response to stress events · Achieving a balance of maximizing value for our policyholders while continuing to operate within our liquidity constraints · Serving as a strategic partner to our colleagues in Investment Management, Actuarial, and Enterprise Risk Management The Impact Your role within the Liquidity Modeling & Analysis team will contribute to key insights regularly delivered to our senior management on management of key liquidity risks. You will accomplish that through the responsibilities below: Liquidity Modeling & Stress Testing Improve our liquidity stress testing production process, streamlining the data collection process and improving visibility of results Identify areas for automation in order to increase frequency of production Participate in efforts to review existing assumptions across products and legal entities Expand our stress testing scenario design, and enhance our modeling capabilities to allow for more dynamic scenario modeling Participate in broad finance transformational efforts and adapt our approaches to a changing environment Contingency Funding Planning Conduct analysis to determine the appropriate sizing of contingency funding options and evaluate the benefit of additional contingency funding sources across legal entities Assist with development of contingency funding playbooks to better define thresholds and procedures during liquidity stress External Views of Liquidity Evaluate and interpret our liquidity treatment and ratios against external views (Rating agencies, DFS, DOI, NAIC) and compile results to provide insights to senior leadership Reconcile internal liquidity stress testing analyses to external views of liquidity measurement Develop peer analysis to compare our liquidity positioning against our life insurance cohorts The Minimum Qualifications Bachelor’s degree in Economics, Business, Finance, Applied Mathematics, or similar quantitative area of study 3 Years of progressive experience in any of the following areas: Corporate Treasury, Financial Planning & Analysis (FP&A), Corporate Development / M&A, Management or Risk Consulting, Risk Management, or Quantitative Analysis Experience with financial modeling in Microsoft Excel The Ideal Qualifications 5 years of progressive experience in Corporate Treasury, FP&A, or Financial Modeling CFA/FRM or progress towards CFA or FRM Experience from banking or insurance industries Direct experience in liquidity stress testing concepts, including stress testing scenario design, assumption design and review, and contingency funding planning Experience with large, complex financial datasets and translating insights into actionable recommendations for business partners Demonstrated Technical and Data Visualization skillset (e.g., Power BI, Tableau, SQL, Alteryx) Understanding of investments and asset-liability management Understanding of insurance liabilities and familiarity with their associated liquidity risks Strong multi-tasking skills and ability to adapt to change Detail-oriented with demonstrated oral and written communication skills Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team Regular meetings with the Liquidity Management and broader Treasury teams Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, 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 LI-TB1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Prince, NY

  • no content

AXIS Modeling Actuary

Location: New York, NY, Springfield, MA or Boston, MA The Opportunity At MassMutual, our mission is to help people secure their future and protect the ones they love. As the impact of our valuation models continues to grow, we're looking for an Axis Modeling Actuary to join our Life Valuation Modeling team and help drive critical financial reporting, valuation, and strategic initiatives across the enterprise. The Team The Valuation Modeling Team helps to protect the long-term interests of policyholders by ensuring MassMutual is positioned to meet its future obligations. Responsible for over $100 billion in direct statutory reserves, the team performs statutory, GAAP/LDTI and tax valuation on Par Whole Life, Term, UL and VUL products. Our work affects regulatory compliance, strategic decision-making and inforce management. For those interested in modeling, interpreting, and communicating financial results in a collaborative team environment, this is an exciting role. The Impact: Apply deep modeling expertise to all phases of input, processing, and output of valuation projections in Axis Utilize modeling acumen to execute complex projects such as Cash Flow Testing, new product implementations, assumption change, and structural model updates Deliver and explain Stat, Tax and GAAP financial results. Develop and improve existing control and versioning methodology in valuation models Improve efficiency by leveraging communication skills with internal and external technology partners Apply knowledge of life insurance products and regulations to navigate complexity, ambiguity, and limitations in valuation software Work directly with various audit stakeholders to demonstrate compliance with regulatory and model governance standards Demonstrate agility in responding to stakeholder questions and unexpected results, often at times of peak activity and tight deadlines The Minimum Qualifications Bachelor's degree in actuarial science, mathematics, statistics, data science, computer science, engineering, or a related quantitative or technical field. ASA designation 4 years of actuarial experience within insurance, financial services, or a related quantitative field. 1 years of experience with Axis The Ideal Qualifications FSA designation 4 years of experience with Axis, including model leadership or stewardship roles Demonstrated accountability and ownership of long-term independent projects Proficient with Axis features such as DataLink, investment cells, scenario files, and embedded block processing Understanding of modeling infrastructure such as ELink, GridLink, and output databases Expertise with identifying multiple solutions to a problem, and developing collaborative solutions to software limitations Ability to estimate resource requirements and set expectations with key stakeholders for highly visible projects Experience with Principle-Based Reserves, valuation regulations, product design, modeling assumptions, and inforce policy data Proficient with model-supported software such as MS Excel and SQL. Strong math, analytical and collaboration skills Strong communication skills, both written and verbal Continuous improvement mindset Ability to build and maintain strong working relationships across cross-functional groups What to Expect as Part of MassMutual and the Team Regular meetings with the Life Valuation 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 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Prince, NY

  • no content

Investment Forecasting Strategy & Transformation Lead

Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications 10 years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs Experience working with actuarial or financial models and understanding model development, testing, and governance cycles Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how." Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-LC1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Investment Professional

Investment Professional Alternative Cross-Asset Strategies (“ACAS”) Group Full-time Hybrid (Boston, MA or New York, NY) The Opportunity Join a fundamental value-oriented investment team focused on generating attractive risk-adjusted investment performance over a long-term time horizon across a wide spectrum of asset types. The strategy is a flexible and opportunistic mandate to invest across traditional corporate capital structures as well as other less traditional asset classes and strategies, in either private or public form. This position will provide a unique opportunity to execute investments in different markets and stages from start to finish. The successful candidate will be open-minded and enjoy solving challenges, no matter the issue, while possessing a collaborative and team-first mentality. Various potential investments may include leveraged loans, high yield bonds, convertible or hybrid securities, distressed or event-driven situations, private or public equity, joint-ventures/seed investments, asset-backed credit/structured products, and selective private partnerships. Functionally this role is a cross-asset or hybrid investment position that will allow for shifting across different investment strategies and asset classes in search of asymmetric risk/reward. The Team This position is within a newly-formed focus area inside of the Alternatives team that is small and collaborative with various members across different verticals, and experience levels, including credit, real estate, private equity, and other investments. Team members wear multiple different hats and are motivated by a shared goal to source, research, analyze, and execute on unique investment opportunities, that generally target equity-oriented returns with a distinct focus on risk and downside protection, typically with creditor lens. This position will support broader Investment Management and our entire organization. The Impact This Position will be a critical team member capable of material contributions supporting all aspects of the investment process and leading in certain cases where appropriate. Specific work streams will focus on and include but are not limited to financial modeling; research and analysis; investigative due diligence, producing investment memos; legal review, and general critical thinking/problem-solving. Given the flexibility of this role, the different investments/security types, and asset classes, this individual should be comfortable, or seek to gain comfort, in shifting perspectives as needed, based on the underlying investment and situational context. Day-to-day responsibilities for this role may include, but are not limited to: Analyzing public or private investment opportunities Reviewing financial and legal documents as well as other forms of due diligence or market intelligence Developing, updating, and maintaining financial models or other analytical tools Preparing and presenting investment recommendations Presenting and communicating analysis, research, and conclusions while soliciting feedback; audience may include colleagues and external stakeholders Driving a process from start to finish with various levels of independence when appropriate The Minimum Qualifications Bachelor's Degree 2 years of experience (including internship experience) in investment research, turnaround/restructuring consulting, distressed/stressed credit, legal due diligence, and/or related role(s) 2 years of experience (including internship experience) in bottoms-up financial modeling and analytic skills The Ideal Qualifications Industry/sector knowledge in one core, or multiple, different sub-sectors, industries, along with a desire to explore other different areas of opportunity Experience in, or exposure to, public and private investments and a working knowledge of different alternative asset classes and capital structures Professional experience in complex situations, difficult negotiations, and/or businesses undergoing material change Background in, or experience with, an event-driven or fundamental value-oriented multi-strategy alternative investment approach, distress/corporate restructurings, turnaround consulting, private equity, or a related advisory role Ability to work with all seniority levels as well as a desire to maintain and grow strong relationships Desire to work in a small, collaborative team with shifting responsibilities and areas of focus Strong communication skills and deep attention to detail Interest in multiple different investment types/strategies and a fundamental value-oriented approach to investment analyses What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset We encourage applicants to include a cover letter sharing your interest in this role and why your background and experience is relevant to the opportunity. LI-FT1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Prince, NY

  • no content

Treasury Strategy, Operations & Data Consultant

Treasury Strategy, Operations & Data Consultant Treasury Operations | Treasury | Finance Full-Time /Springfield, MA or Boston, MA The Opportunity As a Treasury Strategy, Operations & Data Consultant, you’ll help turn banking, cash-flow, and payment data into meaningful insights that support liquidity, operational efficiency, risk management, and strategic decisions. You’ll play a key role in advancing treasury initiatives across Finance, including enhancements to the treasury management system, payment transformation, reporting automation, and data-driven process improvement. You’ll partner with teams across the business to support daily operations and implement technology solutions that improve cash management, collections, payments, and transactional cash movement. You’ll also help support banking relationships, including contracts, annual reviews, compliance requests, risk oversight, and service performance. The Team The Treasury team is made up of collaborative problem solvers who use finance, data, and technology to help move MassMutual forward. The team values accountability, agility, continuous learning, and strong partnerships across the business. You’ll join a group that embraces innovation, thoughtful risk management, sustainable performance, and work-life balance. The Impact Serve as a subject matter expert for the Treasury Management System, preferably Kyriba, supporting configuration, data quality, reporting, controls, and user adoption. Develop cash-flow, bank-balance, bank-fee, service-performance, and payment analytics to identify trends, root causes, and opportunities for improvement. Create dashboards, scorecards, key performance indicators, and management reporting that translate treasury data into clear business recommendations. Perform forecast-to-actual, variance, scenario, and sensitivity analysis to strengthen short-term liquidity visibility and decision support. Partner with business teams to design and manage payment solutions, banking structures, system interfaces, and end-to-end cash-flow processes. Open, modify, and close bank accounts and integrate them into internal processes, including the general ledger, cash positioning, bank reconciliation, entitlements, and reporting. Build and maintain effective relationships with banking partners, with a focus on service quality, pricing, risk, and operational performance. Complete bank documentation, service agreements, due diligence, and regulatory or compliance requests accurately and on time. Assess financial, operational, fraud, cybersecurity, third-party, and concentration risks related to banking services and supporting technology. Collaborate with Treasury, Investment Management, Finance, Technology, Risk, Legal, Compliance, and business partners to optimize banking structures and cash movement. Stay current on banking rules, payment standards, and regulatory requirements, and assess how changes may affect processes, systems, data, and controls. Document, test, and enhance governance, procedures, data controls, and internal controls; support issue remediation and audit readiness. Identify opportunities to automate manual work and improve straight-through processing, data lineage, reconciliation, exception management, and control evidence. Use approved AI tools responsibly to support research, summarize information, identify patterns, draft analyses, and improve productivity, while applying human review and following privacy, security, legal, records-management, model-risk, and data-governance requirements. Review AI-generated output for accuracy, completeness, bias, explainability, and appropriate source attribution before using it in business decisions or stakeholder communications. Lead or support cross-functional initiatives through project management, requirements documentation, testing, implementation, and change-management practices. Minimum Qualifications Bachelor’s degree 6 years of relevant experience in cash management, treasury, finance, banking, or financial operations, including experience working in a controlled environment with sensitive financial data. 4 years of experience analyzing large or complex financial datasets and translating insights into actionable recommendations for business partners. 4 years of experience working with Microsoft Excel, including data validation, complex formulas, pivot tables, lookups, charts, and analysis of high-volume datasets. 3 years of experience working with a Treasury Management System, preferably Kyriba, including reporting, data management, or workflow support. Ideal Qualifications Experience with banking relationships, bank products and services, payment methods, bank operations, and treasury technology. Experience opening and operationalizing bank accounts, including documentation, system integration, controls, and governance. MBA, master’s degree, or equivalent advanced training. Certified Treasury Professional designation. 8 years of progressive cash management or treasury experience. Experience with business intelligence or data-visualization tools, such as Microsoft Power BI. Experience integrating data from banks, treasury systems, and SAP S/4HANA. Ability to use approved AI-enabled productivity tools responsibly, with sound judgment around confidential information, output validation, and human accountability. Experience applying analytics, automation, or AI-enabled capabilities to treasury, payments, forecasting, controls, or operational-risk use cases. Knowledge of responsible AI practices, including data protection, appropriate use, explainability, validation, monitoring, and escalation of concerns. Strong written and verbal communication skills, with the ability to explain complex analysis to operational teams, business partners, and senior leaders. Analytical mindset, strong problem-solving skills, financial acumen, and attention to detail. Ability to develop hypotheses, structure analyses, reconcile conflicting data, challenge assumptions, and communicate conclusions, limitations, and recommended actions. Ability to work independently, prioritize competing demands, and manage multiple projects and deadlines. Ability to build trusted relationships, influence without direct authority, and collaborate across functions. Customer-focused approach and commitment to accurate, timely, high-quality results. Strong risk and control mindset, including the ability to monitor key controls, investigate exceptions, document evidence, and escalate issues promptly. Curiosity and continuous-learning mindset, with interest in evaluating emerging technology and adopting new tools responsibly. What You Can Expect at MassMutual At MassMutual, you’ll have the opportunity to do meaningful work within a purpose-driven organization that values long-term impact. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CM1 LI-HYBRID 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Investment FP&A Analytics Lead

Investment FP&A Analytics Lead Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity As an Investment FP&A Analytics Lead, you will play a critical role at the center of the company’s financial planning and decision-making engine. As part of the broader FP&A function, you will help drive the core annual planning and forecasting process for MassMutual’s investment portfolio—translating strategy into financial projections, explaining actual results against plan, and informing management actions. Investment FP&A serves as a key facilitator of the enterprise feedback loop: connecting strategy, forecast, actual performance, and decision-making. In this role, you will own the investment insight within that loop—ensuring investment performance and outlook are clearly understood and appropriately reflected in planning, forecasting, and strategic discussions. You will operate at the intersection of FP&A, Finance, Investment Management, and the Business , owning the point of view and enterprise-level recommendations – not acting as a pass-through of analysis. Beyond core planning, you will synthesize insights across investments, ALM and product P&L to identify opportunities, frame trade-offs and present decision-ready guidance to inform decisions. You will have a high degree of ownership and visibility, with opportunities to influence strategy and grow into a broader advisory role for ELT and the senior business partners. As the team evolves, you will play a key role in building Investment FP&A into a trusted enterprise partner, while continuously deepening your leadership capability, judgment and business acumen. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood across the enterprise. The team brings together expertise in financial planning, investment analysis, and insurance economics to deliver forward-looking insights rather than retrospective reporting. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We are a collaborative and intellectually curious group that values strong judgment, thoughtful challenge, and clear communication. The team partners closely with Investment Management, Corporate Finance, Treasury, and Business leaders to connect financial outcomes with strategic decisions. As the team evolves, we are building a culture grounded in ownership, continuous learning, and a shared commitment to raising the bar on insight quality and business impact. The Impact Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions Drive performance transparency and executive action by delivering rigorous analysis of actual results vs plan – isolating key drivers, quantifying implications and surfacing actionable recommendations that inform management response Shape the analytical agenda for planning cycles and strategic initiatives, prioritizing high-impact decision ready insight over volume and influencing how investment analytics are consumed and acted upon by senior leaders Integrate enterprise perspectives and drive outcomes by proactively synthesizing cross-functional perspectives into a unified point of view, and owning the management takeaway and strategic recommendation that delivers enterprise-aligned decisions Distill complex investment and financial dynamics into structured, executive-ready narratives framing driver-based insights around trade-offs, materiality and recommended actions that enable senior leaders to act with confidence and speed Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves The Minimum Qualifications 10 years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field Solid understanding of insurance investment portfolios and their impact on STAT and GAAP financials Demonstrated experience partnering across functions and influencing stakeholders in matrix organizational environments Proven ability to communicate complex financial or investment concepts clearly and effectively to senior audiences The Ideal Qualifications Experience working in or closely with investment management, ALM, or insurance product Pricing areas Understanding of enterprise financial planning, including capital management, dividend frameworks, or risk considerations Demonstrated ability to frame problems and shape discussions in ambiguous, evolving environments Track record of influencing stakeholders and contributing to decision-making beyond immediate scope Experience developing others and contributing to team capability building What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-LC1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Actuary- Longevity Product

Actuary Longevity Product & Actuarial, Institutional Solutions Full-Time, Springfield or Boston The Opportunity The Actuary will be an integral member of the Longevity Product and Actuarial team within Institutional Solutions, utilizing actuarial and analytical expertise to support both the UK Longevity Reinsurance and Pension Risk Transfer (PRT) businesses. This role offers the opportunity to perform impactful actuarial work across mortality experience analysis, profitability monitoring, in-force business management, and business analytics, helping to inform decisions that support the long-term success of these growing businesses. This highly collaborative role partners across actuarial, finance, and risk management functions and provides meaningful exposure to business leadership. The successful candidate will have significant ownership over experience analysis processes and reporting, leveraging data-driven insights to identify emerging trends, evaluate business performance, and support strategic decision-making. This position is well suited for an individual who enjoys combining technical actuarial expertise with broader business problem solving and influencing outcomes through actionable insights. The Team The Longevity Product and Actuarial team works collaboratively with the Pension Risk Transfer market leader, PRT pricing team, and other key stakeholders to achieve profitable growth and provide in-force and new business insights, while ensuring adherence to all regulatory, compliance and corporate governance policies. Team strengths include collaboration, execution mindset, influence, business acumen, and technical skills. Team members work closely with Corporate Actuarial, Enterprise Risk Management, and business leadership to provide actionable insights, manage risk, and support the long-term success of these businesses. The Impact Lead case-specific mortality experience studies to assess emerging mortality trends and support assumption setting for prospective deals for both the UK Longevity Reinsurance and Pension Risk Transfer businesses Monitor and evaluate UK Longevity in-force business performance through profitability analysis, experience reporting, and management dashboards, generating actionable insights to support business decision-making Support the continued development and enhancement of in-force management capabilities, including expansion of reporting and analytical frameworks to the US PRT business Maintain and enhance the UK Longevity Reinsurance Pricing Model Support model and assumption governance activities, including documentation, controls, & validation Partner with Finance, Enterprise Risk Management, and business leaders to evaluate business performance, communicate actuarial insights, and support strategic initiatives The Minimum Qualifications (Required) Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, Economics, or related field ASA designation 5 years of actuarial experience including developing, maintaining, or enhancing actuarial models and analytical tools The Ideal Qualifications (Preferred) FSA designation Experience with Pension Risk Transfer, longevity reinsurance, annuities, or retirement products Experience performing mortality experience studies, assumption development, or assumption governance activities Experience supporting model governance, validation, controls, or documentation Proficiency in R, VBA, Power BI, or similar analytical and reporting tools Experience developing dashboards, visualizations, or management reporting to communicate business performance and actionable insights Experience presenting analytical findings and recommendations to business leaders and non-technical stakeholders What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Investment FP&A Analytics Lead

Investment FP&A Analytics Lead Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity As an Investment FP&A Analytics Lead, you will play a critical role at the center of the company’s financial planning and decision-making engine. As part of the broader FP&A function, you will help drive the core annual planning and forecasting process for MassMutual’s investment portfolio—translating strategy into financial projections, explaining actual results against plan, and informing management actions. Investment FP&A serves as a key facilitator of the enterprise feedback loop: connecting strategy, forecast, actual performance, and decision-making. In this role, you will own the investment insight within that loop—ensuring investment performance and outlook are clearly understood and appropriately reflected in planning, forecasting, and strategic discussions. You will operate at the intersection of FP&A, Finance, Investment Management, and the Business , owning the point of view and enterprise-level recommendations – not acting as a pass-through of analysis. Beyond core planning, you will synthesize insights across investments, ALM and product P&L to identify opportunities, frame trade-offs and present decision-ready guidance to inform decisions. You will have a high degree of ownership and visibility, with opportunities to influence strategy and grow into a broader advisory role for ELT and the senior business partners. As the team evolves, you will play a key role in building Investment FP&A into a trusted enterprise partner, while continuously deepening your leadership capability, judgment and business acumen. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood across the enterprise. The team brings together expertise in financial planning, investment analysis, and insurance economics to deliver forward-looking insights rather than retrospective reporting. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We are a collaborative and intellectually curious group that values strong judgment, thoughtful challenge, and clear communication. The team partners closely with Investment Management, Corporate Finance, Treasury, and Business leaders to connect financial outcomes with strategic decisions. As the team evolves, we are building a culture grounded in ownership, continuous learning, and a shared commitment to raising the bar on insight quality and business impact. The Impact Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions Drive performance transparency and executive action by delivering rigorous analysis of actual results vs plan – isolating key drivers, quantifying implications and surfacing actionable recommendations that inform management response Shape the analytical agenda for planning cycles and strategic initiatives, prioritizing high-impact decision ready insight over volume and influencing how investment analytics are consumed and acted upon by senior leaders Integrate enterprise perspectives and drive outcomes by proactively synthesizing cross-functional perspectives into a unified point of view, and owning the management takeaway and strategic recommendation that delivers enterprise-aligned decisions Distill complex investment and financial dynamics into structured, executive-ready narratives framing driver-based insights around trade-offs, materiality and recommended actions that enable senior leaders to act with confidence and speed Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves The Minimum Qualifications 10 years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field Solid understanding of insurance investment portfolios and their impact on STAT and GAAP financials Demonstrated experience partnering across functions and influencing stakeholders in matrix organizational environments Proven ability to communicate complex financial or investment concepts clearly and effectively to senior audiences The Ideal Qualifications Experience working in or closely with investment management, ALM, or insurance product Pricing areas Understanding of enterprise financial planning, including capital management, dividend frameworks, or risk considerations Demonstrated ability to frame problems and shape discussions in ambiguous, evolving environments Track record of influencing stakeholders and contributing to decision-making beyond immediate scope Experience developing others and contributing to team capability building What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-LC1 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Prince, NY

  • no content