Client Portfolio & Research Analyst

The Opportunity

The Client Portfolio & Research Analyst for The MassMutual Private Wealth & Trust Company is responsible for investment related operations within The MassMutual Private Wealth & Trust Company, including defining and implementing the investment philosophy and strategy; as well as promoting and explaining the value proposition of MassMutual Trust. This role requires a unique combination of deep investment and analytical skills with strong relationship management competencies and will report directly to the Head of Private Wealth & Trust Investments.

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

The responsibilities of the Client Portfolio & Research Analyst include, but are not limited to:

• Conduct in-depth product due diligence analysis for all investment products and outside managers that we currently work with or might add to the investment platform

• Ensure investment processes are in-line with MassMutual Private Wealth & Trust Compliance and Legal requirements

• Document investment processes and client portfolio account suitability subject to regulatory requirements set forth by the Office of the Comptroller of the Currency (OCC)

• Prepare and assemble investment performance reports and attribution analysis etc., for submission and presentation to MM Private Wealth & Trust’s Investment Committee

• Translate and communicate complex investment topics and financial market issues into simple language and nomenclature that can easily be absorbed by clients and financial advisors

• Prepare on-going monitoring and review of investments distributed through MM Private Wealth & Trust Company. Communicate issues and risks that may affect the viability of the product, the relationship, or MM Private Wealth & Trust Company clients

• Contribute to the development and on-going assessment of the investment product strategy and the product development process.

• Participate in presentations to our more sophisticated, high net-worth clients, prospects, attorneys and registered representatives.

• Contribute as the Subject Matter Expert in the development of new investment programs offered by the MM Private Wealth & Trust Company. Such assistance may include assisting in the design the program, drafting policies & procedures, implementing the program, and educating the field force and internal staff on attributes of program.

Minimum Requirements

• Bachelor’s degree

• 8+ years of investments, investment management, portfolio or financial services experience

• Chartered Financial Analyst (CFA) at time of application, currently enrolled in CFA program or willing to enroll upon hire

• Minimal travel may be required

• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

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​​ The Ideal Qualifications

• Chartered Financial Analyst (CFA) at time of application

• Experience directly managing Fixed Income or Equity portfolios

• Previous investment analysis, investment consulting or due diligence experience

• In depth knowledge of the financial details like accounts, analysis of financial statements, securities and stock market working and investment strategies

• Strong knowledge of industry recognized computer applications (Morningstar, Bloomberg, etc) for analysis of data and preparation of investment plans using the latest technology

• Solid presentation skills

• Creativity and the ability to think out of the box to formulate innovative strategies

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Management 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

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MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.