Banking And Financial Services Jobs in Suffield, CT

185 positions found

Guest Relations/Customer Service Team
Salary not disclosed
Overview:
For more than 55 years, Six Flags has entertained millions of families with world-class coasters, themed rides, thrilling water parks and unique attractions. With a culture built on safety, service, fun and friendliness, integrity, innovation, and results orientation, our mission at Six Flags New England is to create fun and thrills for all ages.

Pay Starting at $15.75/Hour
Responsibilities:

* Talking with guests and addressing questions and concerns regarding park policies and procedures
* Resolving guest complaints in a friendly and professional manner
* Assisting guests with lost or misplaced season passes and operating the Six Flags Season Pass database
* Completing all required paperwork accurately
* Providing local area information and directions to guests
* Assisting with VIP Tours
* Enforcing all Six Flags New England policies
* Assisting in other areas of the Admissions department, including ticket taking, ticket selling, season pass processing, and toll operations
* Performing other incidental and related duties as required and assigned

Qualifications:

* Strong written and verbal communication skill in English
* Analytical problem-solving skills
* Positive attitude
* Superior phone etiquette
* Ability to work independently with little supervision
* Proficiency in computer skills including but not limited to Microsoft Office Programs and ability to learn new computer systems quickly
* Sense of fun!
* Willing to work in a high performance team environment
* Willing to work a flexible schedule, including evenings, weekends, and holidays
* Able to meet the physical demands of the job, with or without reasonable accommodations, including walking long distances, standing for long periods of time, lifting, working at heights, etc.
* Able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* 18 years old or older
temporary
Park Services Team Member
🏢 Six Flags New England Careers
Salary not disclosed
Agawam, Massachusetts 6 days ago
Overview:
Our Park Services team helps the park shine! You're constantly on the move, leaving areas clean as you bounce from place to place. Every day is a fresh experience as you interact with our guests and keep everything looking great. From sweeping the streets to refreshing the restrooms and greeting the guests, you'll be right in the center of the action and help keep everything guest ready.

Pay Starting at $15.00/Hour
Responsibilities:

* Regularly inspecting behind-the-scenes and guest facing areas for cleanliness and safety concerns
* Continuously sweep park's midways and attraction areas using a broom, collecting debris and trash with a dustpan while walking through the assigned section
* Sanitizing and cleaning all park fixtures, including but not limited to: trash receptacles, sinks, toilets, mirrors, stalls, lights, vents, counters, tables, walls and floors within an assigned area
* Engaging with guests by greeting them and addressing any questions and concerns
* Emptying and replacing liners in trash receptacles and restock toiletries as needed
* Transporting waste to designated compactor areas, adhering to the park's waste policies
* Responding promptly to and clean-up of any biohazard or vomit spills using appropriate materials and PPE
* Assisting in other areas of the Park Services Department
* Enforcing all Six Flags New England policies, including health and safety protocols
* Performing other duties as assigned or necessary to support Six Flags New England

Qualifications:

* Friendly, outgoing personality interacting with large groups of people
* Ability to work in an environment as fast-paced as our coasters
* Strong attention to detail
* Ability to complete tasks with little supervision and work independently
* Ability to handle multiple tasks at one time with efficient use of time
* Ability to perform repetitive cleaning duties
* Must be 16 years and older
* Must be able to work in all weather conditions
* Able to wear Personal Protective Equipment
* Willing to work flexible hours, including nights, weekends, and holidays
* Able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* Able to meet the physical demands of the job, with or without reasonable accommodations, including walking long distances, standing for long periods of time, lifting, working at heights, etc.
temporary
Customer Service Representative, Paper Machine Service
✦ New
Salary not disclosed

Job description: Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do! We are at the forefront of future engineering technologies, with solutions that ensure the success of our clients in key industries that are shaping the future of the world we live in.

GENERAL SCOPE OF RESPONSIBILITIES

A customer service representative supports both internal customers (product managers, account managers, production, and finance staff) and external customers with all steps in the sales cycle; from helping to identify required parts or resources to preparing offers (quotes), processing orders, and resolution of after order issues.

NATURE AND SCOPE:

  • Provide Customer Service support to our customers, Sales Area Managers, Product Managers and Regional Sales entities;
  • Interact with internal / external customers to provide information response to inquiries about products and services.
  • handle and resolve questions / concerns
  • provide information about the organization's products and service
  • generate quotes and process orders as requested by Product Managers, Sales Area Manager, and customers
  • enter and ensure proper handling of all orders
  • maintain customer pricing based on guidance from product managers
  • coordinate delivery and purchase order requirements with Logistics Department,
  • communicate special shipment dates and date changes to the Regional Sales entities, Sales Area Managers, and/or customers
  • Other duties as assigned by Supervisor or Managers.

REPORTING RELATIONSHIPS:

Line: Customer Service Manager, Paper Machine Service

Coordination with: engineering, production groups, field sales (SAMs), and finance

SUPERVISION RECEIVED:

The employee carries out the work within guidelines such as objectives, definitions with minimal oversight. Works with moderate supervision.

SUPERVISORY RESPONSIBILITIES:

Line: None

POSITION REQUIREMENTS

  • College degree and/or equivalent experience
  • Manufacturing Experience a plus
  • Self-starter capable of working with minimum supervision.
  • Extremely thorough organizational and planning skills.
  • Strong knowledge of customer service and establishing contacts.
  • Ability to handle numerous projects at one time.
  • Excellent written and verbal communication skills.
  • Ability to develop close professional relationships
  • Ability to research and review technical drawings and documents.
  • Very strong computer skills (Word, Excel, PowerPoint)
  • Some ERP experience (SAP experience a plus)
  • Ability to [learn to] read and interpret engineering drawings.
  • Ability to work independently and handle high volume email traffic
  • *This is not a call center position

LANGUAGE ABILITY:

Ability to read and comprehend instructions, engineering drawings, correspondence, and memos. Ability to write effective correspondence. Ability to effectively transfer information in one-on-one and small group situations to customers, vendors, and other employees of the organization.

EFFORT & WORKING CONDITIONS

Working conditions can include production/fabrication facilities, paper mills, and offices.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

Not Specified
School Services - School Speech Language Pathologist - $2,239 per week
✦ New
Salary not disclosed
AMN Healthcare Allied is seeking a School Services Speech Language Pathologist for a travel job in WINDSOR, Connecticut.

Job Description & Requirements Specialty: Speech Language Pathologist Discipline: School Services Duration: 14 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel Job Description & Requirements Speech Language Pathologist (SLP)
- School
- (SLP
- School) StartDate: ASAP Available Shifts: 7.5 D Pay Rate: $2205.00
- $2273.00 Windsor, CT offers a welcoming and vibrant community filled with several attractions and events catering to individuals of all ages.

This town provides a friendly atmosphere and is known for its close-knit community.

Within this role as a Speech-Language Pathologist, you will be working on-site Monday through Friday in a K-5 public school setting.

You will be crucial in providing support and improving students' speech and language skills.

Expect to develop and implement treatment plans, track progress, and work collaboratively within a dynamic educational environment.

The facility environment in Windsor is supportive and collaborative, focusing on cultivating a rewarding and meaningful work experience for each professional.

Join a market-competitive and financially supportive role ideal for professionals seeking to make impactful contributions to students' educational paths.

Required Qualifications Speech/Language Pathologist, School Master's Degree in Speech Language Pathology (SLP) or Related Field Certificate of Clinical Competence (CCC) from the American Speech Language Hearing Association (ASHA) State License is Required to Start the Assignment Preferred Qualifications Previous experience working in a School Setting, Early Childhood, or Pediatrics Strong Knowledge of Speech and Language Development, Assessment tools, and therapeutic techniques.

Excellent communication, interpersonal, and organizational skills Ability to work collaboratively with a diverse team of educators, parents, and community members.

Maintain accurate and confidential student records in compliance with federal and state regulations Job Benefits Allied travel assignments are typically for 13 weeks and offer generous packages that include: Competitive pay rates Medical, Dental, Vision 401(k) and Flex Spending Life Insurance Accident and Short-term Disability Coverage Free Continuing Education Competitive Housing Deal Refer a friend and earn extra cash! About the Company At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.

speech language pathologist, speech language pathology, speech therapist, SLP, speech and language therapy, speech therapy, allied, allied health, school speech language pathologist, school speech therapist, school SLP AMN Healthcare Allied Job ID 3381977.

Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined.

Posted job title: Speech Language Pathologist (SLP)
- School
- (SLP
- School) About AMN Healthcare Allied AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations.

With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies.

The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers.

As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates.

Visit for more information.

Benefits Company provided housing options Medical benefits Dental benefits Continuing Education5c143e31-5e48-4549-b638-05792d185386
Not Specified
Park Services House Keeper
🏢 Six Flags New England Careers
Salary not disclosed
Agawam, Massachusetts 6 days ago
Overview:
Our Park Services House Keeper works to keep the park clean from behind the scenes! You'll support the team on the backend, by keeping employee work areas and offices ready to go. Your attention to detail helps to ensure a friendly and welcoming enviroment for everyone.
Responsibilities:

* Supporting the Six Flags Mantra - Friendly, Clean, Fast, and Safe Service
* Regularly inspecting behind-the-scenes areas for cleanliness and safety issues
* Sanitizing and cleaning office/restroom facilities, including but not limited to trash receptacles, sinks, toilets, mirrors, stalls, lights, vents, counters, walls and floors within the assigned area
* Emptying and replacing liners in trash receptacles and restock toiletries as needed
* Transporting waste to designated compactor areas, adhering to the park's waste policies
* Respond promptly to and clean up any biohazard or vomit spills using appropriate materials and PPE
* Enforce and comply with all Six Flags New England policies and procedures, including health and safety protocols
* Assist other areas of the Park Services Department as needed
* Perform additional duties as assigned by the Park Services Leadership team

Qualifications:

* Strong work ethic, attention to detail, and a commitment to safety
* Ability to interact in a professional and positive manner
* Able to work 3-5 days per week (no weekends)
* Friendly, outgoing personality, and the ability to address guest concerns
* Able to communicate effectively in the English language, including the ability to read, speak, and understand the English language
* 18 years old or older
* Willing to work a flexible schedule of at least 24/hours per week
* Able to meet the physical demands of the job, with or without reasonable accommodations, including walking long distances, standing for long periods of time, lifting, working at heights, etc.
* Valid driver's license with a clear driving record
temporary
Clinical Services Director (Hiring Immediately)
✦ New
Salary not disclosed
Employment Type:Full timeShift:Description:Medical Director – Trinity Health PACE

Location: West Springfield MA
Job Type: Full-Time, ONSITE
Category: Leadership | Clinical | Geriatrics

Position Purpose

Join Trinity Health PACE as a Medical Director and lead a team dedicated to delivering compassionate, high-quality care to older adults. You’ll oversee clinical outcomes, guide Primary Care Providers, and drive performance improvement across our program.

What You Will Do
  • Provide medical leadership and supervision for participant care

  • Oversee clinical quality, safety, and regulatory compliance

  • Lead and support the Quality Assurance Performance Improvement (QAPI) program

  • Collaborate with hospitals, SNFs, and community providers

  • Mentor and coach clinical staff

  • Participate in 24/7 on-call rotation

  • Ensure proper documentation and EMR optimization

  • Support pharmacy coordination and advance care planning

Minimum Qualifications
  • MD or DO with active state license

  • Board Certified in Internal Medicine or Family Medicine (Geriatrics preferred)

  • 1+ year experience with frail or elderly populations

  • Prior leadership or supervisory experience

  • Valid driver’s license, insurance, and reliable transportation

  • Current BLS, CDS Certification, and DEA Registration

Position Highlights & Benefits
  • Leadership role with mission-driven impact

  • Competitive salary and full benefits package

  • Supportive, collaborative team culture

  • Opportunities for growth and innovation

  • Work-life balance with shared on-call

About Trinity Health PACE

Trinity Health PACE is part of Trinity Health, one of the largest Catholic health care systems in the U.S. We help older adults live safely and independently in their communities through coordinated, person-centered care.

Ready to Make a Difference?

If you're a compassionate leader with a passion for geriatric care, we invite you to apply and join our mission to serve with excellence.

Pay Range: $129.38/hr - $168.19/hr

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

permanent
Head of GIA Investment Performance Measurement and Analytics
✦ New
Salary not disclosed
Springfield, Massachusetts 1 day ago

Head of GIA Investment Performance Measurement and AnalyticsInvestment ManagementFull-TimeNew York, NY, Boston, MA or Springfield, MAThe OpportunityMassMutual Investment Management (IM) seeks a seasoned investment management and operations professional to lead the investment performance function for MassMutual's General Investment Account (GIA).

This role reports to the Head of Manager Oversight and will:Design, and oversee implementation of models, policies, and procedures for a best-in-class performance and attribution reporting function.Help drive strategy and execution of investment performance measurement, attribution, and reporting programs supporting MassMutual's Board, CIO, and other key stakeholders.Help shape market commentary and attribution narratives for internal and external stakeholders, including affiliate managers and GPs.Complete the feedback loop for MassMutual Investment Management in the performance space by collaborating with teams supporting product profitability analysis and PMs managing ALM and capital allocation decisions.The TeamThe Manager Oversight team is part of IM's Strategy and Governance organization, reporting to MassMutual's CIO.

The team oversees IM's asset manager relationships and functions, including manager operational due diligence, investment mandate onboarding & lifecycle management, and investment performance.

Adjacent teams handle business strategy and planning, vendor oversight, investment compliance, and investment reporting for MassMutual's Board & Investment Committee.The Impact and Key Responsibilities:Lead MassMutual's investment performance measurement, attribution, and reporting function for a $250B+ General Investment Account (GIA).

In this role you will be on the starting line to help influence, design and implement a state-of-the-art performance measurement and attribution capability.

This senior leadership role requires strategic planning, influence, executive visibility, and the opportunity to transform performance analytics and attribution capabilities for a prestigious insurance company.Evolve existing practices and refresh methodologies, assumptions, and models to introduce new and industry best practice approaches for presenting performance across products, asset classes, and instruments.Lead strategic platform rationalization and evaluate performance engines to enhance analytics.Provide technical expertise in portfolio management, finance, capital markets, and investment performance reporting, guiding decisions to align with market standards.Contribute to portfolio reporting and attribution by applying experience across asset classes and investment strategies, ensuring liability-driven investment strategies and ALM models are accurately derived and validated.Collaborate directly with portfolio managers and lead teams to achieve strategic alignment across functions, simplifying complex income and return objectives under liability constraints while maintaining precision and accuracy in reporting.Manage the evolution of the program to maximize total-portfolio view and coverage for GIA reporting, expanding capabilities important to investment team members.Help develop a long-term roadmap to unlock value and greater ROI for the Performance program, including performance monitoring as a compensating control for financial reporting.Help drive the development of reporting standards for leadership and Board materials, framing investment successes, market impacts, and risk-adjusted performance drivers.Help with the design of data integration between IBOR/ABOR systems and performance engines to optimize data validation, reporting efficiency, and portfolio transparency.Lead strategic initiatives to align performance reporting with insurance industry practices, NAIC classifications, and risk-based capital requirements, ensuring compliance and strategic flexibility.Serve as a trusted advisor to the CIO and Senior Leadership Team, influencing investment strategy communication and Board-level reporting.The Minimum QualificationsBachelor's degree in STEM, Finance-Accounting, Actuarial Science, or related field.10+ years in investment management with progressive experience focusing on performance measurement, attribution, and reporting.5+ years in leading teams and/or investment strategy and decision-making for an asset owner, allocator or investment advisor, in a role focused on: investment performance, attribution and analysis; portfolio management; product management or research; portfolio strategy or securities research [investment selection].Experience with liability-driven investment strategies, including ALM frameworks, duration matching, and immunization techniques.Experience designing, building, and calibrating investment return, valuation, or risk models for capital allocation in multi-asset portfolios.Advanced Excel and quantitative modeling; familiarity with GIPS standards and compliance; strong understanding of risk-adjusted return metrics (TWR, IRR, Brinson attribution, factor attribution).Ability to integrate cash flow projections and liability schedules into performance analytics; can source index and reported market yields or returns as benchmarks, model, select "best-fit," and defend rationale in Q&A with investment professionals.Deep knowledge of fixed income, structured credit, private credit, and alternative investments; understanding of insurance asset management and regulatory frameworks; working knowledge of NAIC and statutory accounting preferred.Expertise in designing attribution models that incorporate liability benchmarks; ability to optimize portfolios for duration and convexity matching; strong leadership and stakeholder engagement across investment, actuarial, and risk teams.Proven ability to establish and maintain strong relationships with peers and key partners throughout the organization and in their external, professional networks.Familiar with full spectrum of geographic and credit risk demographics: IG, HY, and Distressed; NA, EMEA, APAC; Developed or Emerging Markets.Technical Skills Covering:Multi-Asset (total portfolio) Total-Return Presentation and Public Market Benchmark SelectionRelative-Spread, Relative-Yield, and Relative-Market/Index Return Comps (Alts-Benchmarks)Bond-Factor Analytics (and to a lesser extent, Equity-Factors)Duration-Adjusted Return ModelingPortfolio Hedge Attribution: Global Asset-Country and FX Risk; Key-Rate Risk: Default RiskThe Ideal QualificationsMaster's degree in STEM, Finance, Quantitative Analytics, or MBA; CPA or actuarial credentials for ALM depth a plus.CFA, CIPM or equivalent designation strongly preferred; CAIA or FRM a plus.Deep familiarity with Global Investment Performance Standards (GIPS); experience managing GIPS verification and composite construction for liability-driven portfolios.Proven ability to implement automation for performance and ALM reporting; experience with data governance and integration of liability projections into performance dashboards.Experience configuring, and testing platforms integrated across the investment ecosystem, such as Performance Engines (SS&C Advent Geneva/APX, Eagle Performance, Clearwater Analytics), Portfolio Management and IBOR Platforms (BlackRock Aladdin, SimCorp Dimension, Charles River IMS), ALM & LDI Tools (Bloomberg PORT, proprietary actuarial systems, Beacon), and Instrument Cashflow and CP-Credit Risk Modeling Services (Intex, Moody's, S&P).Experience implementing BlackRock PBORExperience with majority of investments or instruments in: Gov & Corporate Debt, Bank Loans, PE Sponsor and Non-Sponsored Mid-Market Loans and Private Credit, Commercial & Residential Real Estate Debt, Consumer/Retail and Real Estate ABS, Structured ABF, Structured Credit, CLOs/CDOs, Municipal Bonds, Private LP's, Direct-PE.Technical Skills Covering:Private Equity & Equity-Pacing ModelsCash-Weighted Returns (IRR and realized-CF holding-period yield)Capital-Multipliers (for closed & evergreen portfolios/private-alts strategies)#LI-LC1MassMutual 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.

Not Specified
Client Portfolio Consultant
✦ New
🏢 Massmutual
Salary not disclosed
Springfield, Massachusetts 1 day ago
The Opportunity We're looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization!Your work will be fast-paced and innovative and will require marshaling resources across the organization.

You'll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.

The Team Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems.

We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission.

We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact This role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high‐quality experience for advisors and their clients.

The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.Key responsibilities include, but are not limited to:Helping create efficiencies and scale for an organization with meaningful growth potentialInteracting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship Monitoring client's investment portfolios to ensure aligned with investor's objectives as well as market conditions and outlookStaying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.Collaborating with the broader investment organization designed around solving real client problemsContribute to the growth of the MassMutual Investment Management business.Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutionsThe Minimum QualificationsBachelor's degree 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.Series 7 & 66 at time of application or must obtain within 180 days of hire The Ideal Qualifications Wealth management or client portfolio management experienceCFA or other industry designationsExceptional analytical, problem solving, and communication skills What to Expect as Part of MassMutual and the Team Regular meetings with the Wealth Management team Focused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-SB1MassMutual 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.
Not Specified
Lead Markit EDM Developer - Remote Contract
✦ New
Salary not disclosed
Please send current resumes directly to
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG
Enterprise Data Management (EDM) Development Engineer
Location: Remote - EST hours
About the Role:
We are seeking a skilled Enterprise Data Management (EDM) Engineer to join our Private Market data team. This role focuses on the development, configuration, and maintenance of EDM solutions, specifically leveraging Markit / S&P EDM. The successful candidate will play a key role in building EDM UI components, crafting high-quality SQL transformations, and supporting data ingestion, validation, and publishing workflows across enterprise financial data domains.
What You Can Expect:
  • Work with a dynamic team supporting critical financial data management platforms.
  • Engage in hands-on development and configuration of EDM components including UI, workflows, and data validation logic.
  • Collaborate closely with data analysts and business stakeholders to deliver governed, high-quality data solutions.
  • Opportunity to develop and lead a critical Private Markets data solution; to deepen expertise in private market data and enterprise data management best practices.
Key Responsibilities:
  • Develop, configure, and maintain Markit / S&P EDM components such as UI screens, workflows, data flows, rules, and data validation/enrichment logic.
  • Build and enhance EDM UI components to support operational and data management workflows.
  • Design, optimize, and maintain SQL queries, views, and stored procedures for data transformation, validation, and reporting purposes.
  • Support data ingestion processes and publishing workflows within EDM to downstream consumers.
  • Troubleshoot and resolve data issues, UI problems, and workflow failures across multiple environments within EDM.
  • Collaborate with data management teams and business stakeholders to gather and implement data requirements within EDM.
  • Ensure EDM solutions is in compliance with data governance, data quality standards, and audit requirements.
  • Participate actively in code reviews, documentation efforts, and knowledge sharing within the team.
Required Skills and Experience:
  • Hands-on experience with Markit / S&P EDM platform development and configuration.
  • Strong proficiency in SQL, including writing complex queries, views, and stored procedures.
  • Experience developing and maintaining EDM UI components and configuring data workflows.
  • Solid understanding of data ingestion, validation, and publishing workflows in an enterprise data environment.
  • Understanding of Private Markets fund structures, investment patterns, and core data
  • Ability to troubleshoot and resolve technical issues related to data, UI, and workflows.
  • Familiarity with data governance, data quality frameworks, and audit processes.
  • Strong collaboration skills to work effectively with data analysts, business users, and technical teams.
  • Excellent communication skills and attention to detail.
Preferred Qualifications:
  • Experience in financial services organizations that service private markets and/or private market asset managers
  • Knowledge of additional data management tools or platforms.
  • Experience in creating or owning version control, code review processes, as well as agile development methodologies.
Why Join Us?
  • Be part of a forward-thinking team driving innovation in private markets data management.
  • Work on impactful projects that support critical financial data operations.
  • Opportunities for professional growth and skill development in a supportive environment.

Estimated Min Rate: $65.00
Estimated Max Rate: $85.00
What's In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

  • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
  • Health Savings Account (HSA) (for employees working 20+ hours per week)
  • Life & Disability Insurance (for employees working 20+ hours per week)
  • MetLife Voluntary Benefits
  • Employee Assistance Program (EAP)
  • 401K Retirement Savings Plan
  • Direct Deposit & weekly epayroll
  • Referral Bonus Programs
  • Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: working/work at home options are available for this role.

contract
Investment Tax Accountant - Special Projects & Strategic Initiatives
🏢 Massmutual
Salary not disclosed
Springfield, Massachusetts 5 days ago
Investment Tax Accountant
- Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax DepartmentFull-TimeBoston MA, New York NY, or Springfield MAThis is an individual contributor role.The OpportunityAs an Investment Tax Accountant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives.

The ideal candidate will have a convergent skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively with tax colleagues, finance organization teams, and across the broader investment ecosystem.

This position, in collaboration with cross-functional teams, will be responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained.Further, this position will participate in investment initiatives or project tracks to develop, enhance, and automate tax processes, and onboard significant transactions, new mandates, and tax legislation involving investments.The TeamAs an Investment Tax Accountant, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual's Controllers Organization.

The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability.

Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization's strategic goals and initiatives.The ImpactThe Investment Tax Accountant will help develop and execute Investment Tax goals and initiatives.

Your responsibilities will include:Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results.Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem.Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended.Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations.Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types.Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment and how to efficiently operationalize.Assist in executing various tax internal controls for investments.Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team.Assist in preparing wash sales analysis.Assist in maintaining tax planning strategies involving investments.Assist in analyzing exchange transactions to determine if taxable or non-taxable.Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle.Stay current with tax law changes in general and impacting investments.Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions.The Minimum QualificationsUndergraduate degree in Accounting/Finance or related field6+ years of tax experience, preferably in public accounting or financial service environments.The Ideal QualificationsMaster' degree in Taxation and/or CPA a plus.8+ years of tax experience, preferably in public accounting or large financial services environments.Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740.

Experience with Statutory Accounting Principles a plus.Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable.Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems.Understanding of tax treatments of various securities transaction types.Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives.Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results.Excellent written and verbal communication skills.General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks.Some experience with U.S.

tax aspects of non-U.S.

transactions, issues, and reporting (e.g.

PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes).Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations).Conversant in Financial and Accounting Systems, such as SAP.Ability to identify issues and recommend effective solutions.Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment.Ability to utilize project management tools and best practices to organize and prioritize tasks.Proven ability to collaborate cross-functionally and influence outcomes.Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position.What to Expect as Part of MassMutual and the TeamRegular meetings with the Corporate Tax Department 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-CR37#LI-MM1MassMutual 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.

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