MassMutual Portfolio Specialist in Boston, Massachusetts
MassMutual Investments is a diversified multi-manager investment platform focused on the retirement and wealth management channels. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs faced by our clients. We are seeking a Portfolio Specialist to help support the competitive positioning of our products in the marketplace.
MassMutual Investments manages $65 billion across 100+ portfolios, spanning equities, fixed income and multi-asset solutions. We have developed partnerships with some of the world's leading asset managers who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth and investment-only retirement channels, and we are seeking highly motivated individuals to help drive our dynamic and collaborative effort.
The Portfolio Specialist will work closely with the Head of Portfolio Strategy and Analytics to position MassMutual's investment products competitively in the marketplace.
Serve as an internal product expert for an assigned coverage of portfolios.
Provide investment support across the RFP, sales and client service processes.
Monitor portfolio integrity by providing oversight of portfolio positioning performance, and risk exposures.
Design and author content for product collateral, such as fund reviews and presentations
Contribute to thought leadership which serves to differentiate our portfolios.
Conduct market and competitor analysis to effectively position MassMutual's strategies.
Participate in meetings with clients and prospects.
The Minimum Qualifications
5+ years investment management experience
Series 7 at time of application or ability to obtain within 180 days
Series 63 at time of application or ability to obtain within 180 days
1+ year of experience with knowledge of portfolio and market analysis
Willingness to work from our Boston, MA office 3 days per week
The Ideal Qualifications
CFA or progress towards CFA
Strong analytical and data skills, with the ability to draw conclusions
Intellectual curiosity, solutions-oriented mindset
Ability to work collaboratively and across functions.
Comfort with a fast-paced, changing environment.
Strong written, oral and interpersonal communication skills
What to Expect as Part of MassMutual and the Team
Regular meetings with the MMUS Product 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
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.
Salary Range: $107,700.00-$141,300.00
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