MIM - Analyst - Global Client Group

MetLife; Whippany (NJ); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical & vision

Dental

Life insurance

401(k) with match

Paid time off

Parental leave

Disability insurance

Tuition assistance

Job summary

MetLife Investment Management (MIM) is seeking an Analyst to support the Global Client Group with data-driven insights and performance analytics. You will partner with leadership to enhance decision-making, optimize sales performance, and advance AI-enabled solutions across institutional client activities.

You will analyze sales data, AUM, flows, and client trends; develop dashboards; manage pipeline analytics; and translate complex data into executive-ready recommendations to drive growth.

Qualifications

• Strong analytical, problem-solving, and data management skills with experience handling large datasets.
• Proficiency with AI tools, Excel, PowerPoint, Word, and data visualization platforms such as Power BI or Tableau.
• Experience with CRM systems (preferably Salesforce) and pipeline reporting and analytics.

Responsibilities

• Analyze sales performance, pipeline activity, AUM, flows, and client trends to identify risks, opportunities, and insights.
• Lead end-to-end reporting and analytics, delivering accurate, timely, and executive-ready BI.
• Develop dashboards, reporting tools, and trackers to improve visibility and decision-making.

Skills

Analytical skills

Excel

PowerPoint

Word

Power BI/Tableau

Salesforce

Tools

Salesforce

Power BI

Tableau

SQL

Python

Alteryx

Power Query

Job description

MetLife Investment Management (MIM) offers the chance to be part of a team driving impact in global markets. With about $600 billion in assets under management, we apply expertise in Fixed Income, Equities, Private Credit, and Real Estate to create thoughtful, risk-managed investment solutions for institutional clients. At MIM, experience meets impact, and your contributions will help build a legacy spanning over 150 years. You’ll turn ideas into action, collaborate with industry professionals, and build a career with lasting influence. If you’re seeking a dynamic environment where your work matters, MIM is the place to be.

The Opportunity

The Analyst will assist the Global Client Group by delivering data-driven insights, performance analytics, and business management support across institutional client activities. Partner closely with the Head of Business Management & Intelligence and cross-functional teams to enhance decision-making, optimize sales and operating performance, and advance the use of technology and AI-enabled solutions.

• Analyze sales performance, pipeline activity, AUM, flows, and client trends to identify risks, opportunities, and strategic insights.
• Lead end-to-end reporting and analytics, delivering accurate, timely, and executive-ready business intelligence.
• Develop and maintain dashboards, reporting tools, and trackers to improve visibility, consistency, and decision-making.
• Manage pipeline and mandate analytics, including conversion metrics, forecasting, segmentation, and sales strategy support.
• Create executive presentations and strategic recommendations by translating complex data into clear business insights.
• Drive process optimization through AI, automation, data governance, and cross-functional collaboration to support business planning and growth.

Required Qualifications

• 1-3 years of experience in asset management, financial services, or a data/analytics-focused role.
• Strong analytical, problem-solving, and data management skills, including experience working with large datasets.
• Proficiency with AI tools, Excel, PowerPoint, Word, and data visualization platforms such as Power BI or Tableau.
• Experience with CRM systems (preferably Salesforce) and pipeline reporting and analytics.
• Knowledge of financial markets and the institutional investor landscape.
• Excellent communication, organization, and collaboration skills, with the ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Experience with AI-driven analytics or automation tools (e.g., Copilot, Power Automate)
• Exposure to data tools or languages (e.g., SQL, Python, Alteryx, Power Query)
• Familiarity with industry data platforms (e.g., Capital IQ, Morningstar, Dakota)
• Experience supporting business management, sales strategy, or business intelligence teams
• Knowledge of fixed income, private markets, or multi-asset investment strategies
• Experience improving workflows, reporting processes, or operating models

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.

The expected salary range for this position is $75,000 - $80,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.

Benefits We Offer

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more!

About MetLife

Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.

Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!

MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at [e-mail]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. 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 liabilities.