Wealth Management Analytics & Loan Programs Lead

MassMutual

Springfield (MA)

On-site

USD 103,000 - 135,000

Full time

3 days ago

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Job summary

MassMutual is seeking a Business Analyst for Wealth Management to support analytics, financial modeling, and data-driven decision making focused on the MMLIS Advisor Loan Program. You will work with the Head of MMLIS Advisor Loan Programs to assess opportunities, build financial models, structure loans, and develop dashboards that summarize program economics and trends.

You will also support broader Wealth Management analytics, analyzing large datasets, identifying opportunities, and creating

Qualifications

Bachelor’s degree or 5+ years of professional business experience.
3+ years of experience in business analytics, data analytics, financial analysis, and/or business intelligence.
1+ year experience with SQL and Python for data analysis, manipulation, or automation.
1+ year experience developing dashboards and data visualizations using Power BI, Tableau, or a comparable BI platform.
3+ years of Microsoft Excel, including financial and analytical modeling.

Responsibilities

Support Wealth Management analytics with financial modeling, data visualization, and insights.
Develop dashboards and data models combining multiple data sources for deal activity and program performance.
Apply SQL, Python, and other tools to process large datasets and automate analyses.
Translate complex financial results into clear insights for leaders and governance teams.
Create presentation materials for Advisor Loan Program discussions and governance meetings.