Senior Analyst, Decision Engines
FNBO
JavaScriptPython
Deal Analyst
MassMutual
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Massachusetts, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $99,800 - $131,000 per year
Job Level
Mid-LevelSenior
About the role
- Work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities.
- Include detailed financial assessments, loan structures and break evens, sensitivity analysis.
- Coordinate efforts across necessary home office partners.
- Produce detailed reports and report summaries through the recruit deal generation process.
- Interpret loan profitability requirements into meaningful insights.
- Identify/develop key performance indicators applicable to analysis.
- Profile, categorize, and analyze quality of data.
- Derive insights through visualizations for the governance team.
- Develop presentation materials and meeting collateral for Advisor Loan programs.
- Consult while providing directional guidance to data users.
Requirements
- 3+ years of professional experience in wealth management, financial planning, private banking, or investments
- 3+ years of experience in client-facing analytics, strategy consulting, or financial analysis
- 3+ years experience working with Microsoft Excel
- 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs, or general agencies)
- Bachelor's degree
- Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial assessmentsloan structuressensitivity analysiskey performance indicatorsdata analysisvisualizationspresentation materialsfinancial analysisanalyticsstrategy consulting
Soft skills
consultingdirectional guidancecommunicationcollaborationreporting
Certifications
Bachelor's degreeFINRA fingerprint background check
