Institutional Insurance Investment Product Analyst

MassMutual; Springfield (MA); Sur place; USD 110 000 - 170 000; Plein temps

Résumé du poste

MassMutual in Springfield, MA is seeking an Institutional Insurance Investment Product Analyst to blend investment product expertise with quantitative analysis for performance, oversight, and administration of institutional insurance solutions.

You will own recurring investment, liquidity, experience-rating, and claims reporting and translate complex data into clear insights for internal partners, intermediaries, and clients.

Qualifications

• Bachelor’s degree required.
• 5+ years in investment products or related field.
• 5+ years producing quantitative financial or operational reporting.
• Proficiency with Excel to reconcile data and communicate findings.

Responsabilités

• Deliver recurring investment, liquidity, experience-rating, and claims reporting to internal partners and clients.
• Monitor accounts and resolve discrepancies with custodians and fund administrators.
• Support investment product administration including subscriptions and transfers.
• Provide analysis across investment and insurance data to inform decisions.
• Respond to questions about Institutional Insurance funds and reports from staff and clients.
• Improve processes, controls, and systems to balance costs and benefits.

Connaissances

Investment product knowledge

Quantitative analysis

Advanced Excel

Data visualization

Communication skills

Cross-functional collaboration

Formation

Bachelor’s degree

Outils

Bloomberg

Morningstar

Mercer Analytics

State Street PayHub

SQL

Python

Description du poste

The Opportunity

As an Institutional Insurance Investment Product Analyst, you will combine investment product expertise with quantitative analysis to support the performance, oversight, and ongoing administration of MassMutual’s institutional insurance solutions. You will own recurring investment, liquidity, experience-rating, and claims reporting; monitor account and fund activity; investigate discrepancies; and translate complex data into clear, actionable insights for internal partners, intermediaries, and clients. Working with a high degree of independence, you will also strengthen controls, improve processes, and help deliver reliable outcomes across BOLI, COLI, ICOLI, , Private Client Group and related separate account and insurance-dedicated investment offerings.

The Team

The Institutional Insurance team supports one of the industry’s leading providers of BOLI, COLI, and ICOLI solutions. Our multidisciplinary team includes professionals across sales, client service, operations, strategy, product, finance, underwriting, compliance, actuarial, and investment functions. We partner closely with consultants, brokers, advisors, investment managers, custodians, and enterprise stakeholders to deliver innovative solutions that help financial institutions, corporations, and insurance company clients meet long-term financial objectives. The team is collaborative, analytical, client-focused, and committed to operational excellence and continuous improvement.

The Impact

• Deliver investment and quantitative reporting: Produce and enhance recurring investment, liquidity, stable value, experience-rating, death claim, monthly claim, and in-force reports, validating data and explaining results to internal and client-facing stakeholders.
• Monitor accounts and resolve discrepancies: Reconcile Institutional Insurance accounts held with custodians and fund administrators using State Street PayHub and other resources; partner with internal teams and external providers to investigate and resolve balance, cash-flow, trade, and data issues.
• Support investment product administration: Coordinate fund subscriptions, transfers, redemptions, and large-trade monitoring; maintain current product forms, reference guides, investment documentation, and related procedures to support accurate and timely execution.
• Provide analytical insight and oversight: Perform trend, variance, and risk analysis across investment and insurance data; support stable value and experience-rated program oversight, enterprise risk inventory assessments, and ad hoc analyses that inform decisions and identify emerging issues.
• Serve as an investment product resource: Respond to questions from internal staff, wholesalers, agents, intermediaries, and clients regarding Institutional Insurance funds, reports, and processes; coordinate access to quarterly performance calls and distribute current fund materials.
• Improve processes, controls, and systems: Develop and maintain procedure documentation, strengthen data quality and operational controls, automate or streamline recurring work where practical, and participate in cross-functional initiatives that improve efficiency, quality, compliance, and client experience. Support system enhancements and defect resolution using contract, historical, and legal resources to balance costs and benefits.

The Minimum Qualifications

• Bachelor’s degree.
• 5+ years of experience in investment products, financial services, life insurance, institutional insurance, actuarial support, accounting, investment operations, or a related field.
• 5+ years of experience producing or interpreting quantitative financial, investment, actuarial, risk, or operational reporting.
• 5+ years of experience using Excel or comparable analytical tools to reconcile data, perform analysis, and communicate findings.

The Ideal Qualifications

• Experience supporting BOLI, COLI, ICOLI, private placement life insurance, separate accounts, insurance-dedicated funds, stable value, or experience-rated insurance products.
• Knowledge of investment operations, including subscriptions, redemptions, transfers, cash and position reconciliation, fund administration, custody, and investment performance reporting.
• Experience working with custodians, fund administrators, investment managers, brokers, consultants, or other third-party providers.
• Proficiency with Excel and experience with Bloomberg, Morningstar, Mercer Analytics, State Street PayHub, data visualization, database, or programming tools. And willingness to learn other data analysis tools as they become available.
• Demonstrated ability to validate large or complex data sets, identify trends and anomalies, document assumptions, and translate analysis into clear business recommendations.
• Strong judgment, attention to detail, and organizational skills, with the ability to manage recurring deliverables and competing priorities.
• Strong written and verbal communication skills, including the ability to explain investment and quantitative concepts to technical and nontechnical audiences.
• Demonstrated collaboration, customer focus, accountability, and ability to influence outcomes across functions without direct authority.
• Progress toward or completion of relevant investment, insurance, actuarial, or financial services designations.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Institutional Insurance team and cross-functional business partners.
• 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 professional development platforms.
• Your ethics and integrity will be valued by a company with a strong, stable, and customer-focused culture.

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.

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