Jobs in Longmeadow, MA

Head of GIA Investment Performance Measurement and Analytics

Investment Management

Full-Time

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

The Opportunity

MassMutual 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 Team

The 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 Qualifications

• Bachelor’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 Selection
• Relative-Spread, Relative-Yield, and Relative-Market/Index Return Comps (Alts-Benchmarks)
• Bond-Factor Analytics (and to a lesser extent, Equity-Factors)
• Duration-Adjusted Return Modeling
• Portfolio Hedge Attribution: Global Asset-Country and FX Risk; Key-Rate Risk: Default Risk

The Ideal Qualifications

• Master’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 PBOR

Experience 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 Models
• Cash-Weighted Returns (IRR and realized-CF holding-period yield)
• Capital-Multipliers (for closed & evergreen portfolios/private-alts strategies)

#LI-LC1

The Opportunity

MML Investors Services is looking for a Suitability Principal who understands the needs of our sophisticated financial advisors and their staff. The principal is responsible for managing time-sensitive and frequently escalated cases with confidence and professionalism, consistently prioritizing the needs of our advisors and their clients. Other functions Advisory Operations and Cashiering. Furthermore, you will conduct back-office reviews of complex, high risk brokerage money movement transactions for accounts clearing through National Financial Services. In this role you will demonstrate accountability, agility, and strong business acumen along with courage, even in the most difficult situations. Strong collaboration with our peer teams throughout the broker dealer is also critical to your success.

The Team

As the Broker-Dealer (BD) and Registered Investment Advisor (RIA) arm of MassMutual’s Wealth Management organization, we have grown significantly over recent years. This will remain among our top strategic pillars. To best align and support this growth, we have segmented the service and operations facets to exclusively support our top-tier advisors. Branded Society 1851 Wealth Management, our strategy includes growing and retaining our experienced advisor population through MassMutual agencies across the country. We aim to support our advisors with white glove, comprehensive service to help them expand and scale their practices. Our culture embraces a team mentality and thrives on effective collaboration, strong business acumen, and a laser focus on eloquent and detailed communication. The team of about 20 associates, both FINRA-licensed and unlicensed, executes on daily back-office operations aimed at enhancing the advisor experience.   

The Impact

The In Force team will deliver education and drive readiness in an ever-changing, fast paced environment. You must ensure the team is well positioned to support the day-to-day execution of often complex securities transactions and delivering strong individual production results. Additionally, you will provide exceptional service to advisors and their staff while also contributing to strategic ‘Making it Easier’ initiatives. The ideal candidate must demonstrate strong communication skills along with the ability to learn, adapt, all while being the ‘go-to’ for a talented and dynamic team.

The Minimum Qualifications

• FINRA Series 7 & 24 required at time of application

• 3+ years MMLIS experience and / or 4+ years' experience with Brokerage/ Money Movement transactions

• High School Diploma/GED/HiSET

• Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators

• Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office

The Ideal Qualifications

• Over 5 years of MMLIS experience  

• 1+ year experience coaching/mentoring

• Bachelor’s degree

• Self-starter that can make prudent, risk-based decisions with autonomy

• Knowledge of the MassMutual career agency system and sales processes

• Expertise in quickly establishing credibility and developing strong working relationships with internal and external constituents

• Superior written & verbal communication skills

• Effective and proven ability to coach and mentor

• Demonstrated ability to deliver high-quality results on time while being able to multitask and shift work efforts as business needs require

• High degree of ownership, superior attention to detail, willingness to embrace continuous improvement opportunities and challenge the status quo

• Strong understanding of BD/RIA operational platforms and workflows

• Abreast of industry rules and regulations

What to Expect as Part of MassMutual and the Team

• Regular meetings with the MMLIS In-Force Operations Team

• Focused one-on-one meetings with your manager

• 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

#LI-DK1

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*** (21+ to deliver alcohol)~ Any car, scooter, or bicycle (in select cities)~ Driver's license number~ Social security number (only in the US)~ Consistent access to a smartphoneHow to Sign UpClick "Sign Up Apply Now" and complete the sign up processDownload the Door Dash Dasher app and go
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The Opportunity

We’re looking for a detail oriented, self-motivated individual to join our growing team as a Research & Resolution Consultant. As a Research & Resolution Consultant you’ll be responsible for managing a workload of different cases that will require research and problem solving to determine if the client was harmed by the error and what course of action can be taken to make the client whole. We support many organizations across the firm as well as other areas in MassMutual that will require effective communication as some cases will involve upper level management both at the Home Office as well as in the field. This is a fast-paced environment as we deal with time sensitive issues that require immediate attention.

The Team

We are a team with a unique opportunity given we see any and all operation errors that has a direct impact on the end client. On multiple occasions we have identified a process gap through trending of cases and worked with the team who owns the process, to update the workflow to fill the gap. We have people from many backgrounds and encourage out of the box thinking to come to a solution to each case. As a team, we pride ourselves in creating the best service experience possible in order to repair the relationship between client, rep, and MMLIS by getting to the root cause of the error that took place to fix anything that went wrong and make sure the account is in good standing for the future.

The Impact

As a Research & Resolution Consultant, your responsibilities will include, but not be limited to the following:

• Performing research and analysis to support business operations and present finding to managers
• Develop solutions through root-cause analysis of complex issues and escalations related to Broker/Dealer business
• Identify opportunity to enhance and update workflows, procedures, and policies and determine best practices with some direction
• Make level appropriate decisions while weighing business risk and customer service, and document justification of exception processing
• Utilize problem solving toolkit to identify trending and demonstrate the ability to provide countermeasures to enhance the client experience and integrate the ease of doing business philosophy into operations
• Analyze trading activity of registered representatives through research and execution of trades to correct errors made by registered representatives and internal business partners
• Work with legal and compliance, peers, management to carryout processing of legal orders and regulatory requests, and Customer Relations requests on customer complaints

The Minimum Qualifications

• HS Diploma or equivalent
• 3+ year MMLIS experience and / or 5+ years' financial services experience
• Series 7 & 24 required at time of application
• 1+ year experience with Microsoft Office Suite
• Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office

The Ideal Qualifications

• Bachelor’s Degree
• 7+ years of financial services industry experience
• Highly collaborative team player with extraordinary attention to detail

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Research & Resolution Team
• Focused one-on-one meetings with your manager
• 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

#LI-DK1

#LI-REMOTE