Client Portfolio Analyst

MassMutual

Client Portfolio Analyst supporting a growing wealth management organization. Collaborating with advisors and maintaining client investment portfolios for optimal outcomes.

Posted 6/8/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $82,000 - $107,600 per yearWebsite

About the role

Key responsibilities & impact

Helping create efficiencies and scale for an organization with meaningful growth potential
Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
Collaborating with the broader investment organization designed around solving real client problems
Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions.

Requirements

What you’ll need

Bachelor’s degree
2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.
Series 7 & 66 at time of application or must obtain within 180 days of hire
Wealth management or client portfolio management experience
CFA or other industry designations
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementclient portfolio managementinvestment managementanalytical skillsproblem solving

Soft Skills

communication skillsclient experiencecollaboration

Certifications

Bachelor's degreeSeries 7Series 66CFA