Wealth Management Data & Analytics Analyst (Loans)

Massachusetts Mutual Life Insurance Co.; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual seeks a Business Analyst, Wealth Management, to support the MMLIS Advisor Loan Program with data-driven insights, financial modeling, and analytics across recruitments and acquisitions.

You will build dashboards, analyze large datasets, and partner with home-office teams to optimize deal economics and profitability while advancing AI, automation, and data-driven strategies across Wealth Management.

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, financial modeling, and decision support for the MMLIS Advisor Loan Programs.
• Develop detailed financial assessments for recruits and practice acquisitions, including deal economics and break-even analysis.
• Gather and analyze financial, advisor, practice, and loan data to inform deal decisions.
• Translate profitability requirements into clear insights for leaders and governance teams.
• Develop dashboards and data models pulling from multiple data sources for consistent analysis.
• Use SQL, Python, and other tools to work with large datasets and automate analyses.
• Identify processes suitable for AI, automation, or robotics and partner with tech teams to implement solutions.
• Create analytical tools and automated workflows to improve efficiency of loan/deal assessment.
• Support analytics tools configuration, testing, and enhancement.
• Prepare presentations and decision-support materials for advisory discussions and governance.

Skills

Business analytics

Data analytics

Financial analysis

Business intelligence

SQL

Python

Power BI

Tableau

Excel

Education

Bachelor's degree or 5+ years of professional business experience

Tools

Power BI

Tableau

Excel

Job description

MassMutual seeks a Business Analyst, Wealth Management, to support the MMLIS Advisor Loan Program with data-driven insights, financial modeling, and analytics across recruitments and acquisitions.

You will build dashboards, analyze large datasets, and partner with home-office teams to optimize deal economics and profitability while advancing AI, automation, and data-driven strategies across Wealth Management.