Investment Operations Consultant

MassMutual

Investment Operations Consultant for Private Wealth Custom Portfolio Solutions team. Supporting investment portfolios with efficient implementation and monitoring in a dynamic environment.

Posted 6/8/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $67,400 - $88,400 per yearWebsite

About the role

Key responsibilities & impact

Support the efficient implementation, monitoring, and servicing of client investment portfolios
Ensure timely and accurate trade processing, including order entry, allocation, and post-trade reconciliation
Coordinate with custodians and trading platforms to achieve efficient execution and resolve trade-related issues
Monitor trade activity to ensure alignment with investment models, client restrictions, and regulatory requirement
Monitor portfolios for data integrity (e.g., cost basis, holdings accuracy, model alignment) and proactively resolve discrepancies
Identify and escalate trade errors, operational risks, and process gaps; contribute to remediation efforts
Support continuous improvement of workflows, automation, and scalability across portfolio operations
Contributing to the growth of the MassMutual Private Wealth business by identifying opportunities to improve operational efficiency, scalability, and accuracy.

Requirements

What you’ll need

Bachelor's degree
2+ years experience in investment operations, trading, or portfolio implementation
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
Experience in wealth management or client portfolio management environments
Familiarity with best execution principles, trade lifecycle, and portfolio rebalancing workflows
Series 66 and/or Series 7 at time of application
Exceptional analytical, problem solving, and communication skills.

Benefits

Comp & perks

Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

trade processingorder entrypost-trade reconciliationportfolio implementationdata integritycost basisholdings accuracyportfolio rebalancingautomationoperational efficiency

Soft Skills

analytical skillsproblem solvingcommunication skills

Certifications

Bachelor's degreeSeries 66Series 7