Portfolio Manager

MassMutual

Portfolio Manager overseeing MassMutual’s multi-asset model portfolios for financial advisors and clients. Conducting investment due diligence, portfolio construction, risk monitoring, and advisor-facing recommendations.

Posted 8/18/2026full-timeSpringfield • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $148,300 - $194,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment management and portfolio oversight, with a strong focus on multi-asset strategies, due diligence, and performance analytics. Proficient in developing and presenting investment recommendations while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Investment ManagementPortfolio ManagementDue DiligenceQuantitative AnalysisCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationPortfolio ConstructionPerformance AttributionRisk MetricsInvestment Research MethodologiesMulti-Asset Investment StrategiesModel Portfolio MaintenanceInvestment CommentaryMarket AnalysisTrade Rationale

Soft Skills

Strong Written CommunicationCollaborationPresentation Skills

Tools & Technologies

Morningstar DirectFactSetBloombergEnvestnetPortfolio Analytics Platforms

Certifications & Qualifications

FINRA Series 7FINRA Series 66CFA CharterholderCFA CandidateMBAMSFRMCAIA

Industry Keywords

Investment VehiclesMutual FundsETFsLiquid AlternativesManaged AccountsOCIOUMAWealth ManagementAlternative InvestmentsInstitutional Investment Strategies

About the role

Key responsibilities & impact

Manage and oversee multi-asset model portfolios, including asset allocation, manager selection, portfolio construction, and ongoing monitoring
Conduct investment due diligence on mutual funds, ETFs, separate accounts, liquid alternatives, and other investment vehicles
Develop and present portfolio recommendations, trade rationale, and investment commentary to advisors, clients, internal committees, and stakeholders
Support model portfolio maintenance, rebalancing activities, and implementation of approved investment changes
Create advisor- and client-facing investment content, including market commentary, portfolio trade updates, and presentations
Collaborate with cross-functional teams on product enhancements, business initiatives, advisor transitions, and strategic growth opportunities
Monitor portfolio performance, risk characteristics, style exposures, and capital market developments
Contribute to portfolio analytics, due diligence frameworks, and investment decision-making processes
Partner with Custom Portfolio Solutions, Investment Research, Product, Distribution, Compliance, Operations, and Technology teams
Support MassMutual’s model portfolio business and strategic growth initiatives

Requirements

What you’ll need

Bachelor's degree
5+ years of experience in investment management, portfolio management, investment research, asset allocation, or related investment roles
3+ years of experience conducting investment manager, mutual fund, ETF, or investment vehicle due diligence
3+ years of experience analyzing mutual funds, ETFs, separately managed accounts, model portfolios, or multi-asset investment strategies
3+ years of experience using quantitative analysis, performance attribution, risk metrics, portfolio analytics, or investment research methodologies
3+ years of experience partnering with cross-functional stakeholders across investment, distribution, operations, product, compliance, or risk functions
FINRA Series 7 and Series 66 at time of application, or must obtain within 180 days
Preferred: Bachelor's degree in Finance, Economics, Accounting, Business, or related field
Preferred: CFA Charterholder or CFA candidate, MBA, or equivalent advanced degree or designation such as MS, FRM, or CAIA
Preferred: 7+ years of portfolio management or investment research experience
Experience supporting model portfolios, managed accounts, OCIO, UMA, or wealth management investment platforms
Knowledge of alternative investments, liquid alternatives, private markets, and institutional investment strategies
Experience presenting investment recommendations to advisors, clients, investment committees, or senior leadership
Familiarity with Morningstar Direct, FactSet, Bloomberg, Envestnet, and portfolio analytics platforms
Strong written communication skills and experience developing market commentary, portfolio updates, and advisor education materials
Ability to work effectively across investment, distribution, operations, compliance, and product teams

Benefits

Comp & perks

Competitive salary
Incentive and bonus opportunities
Bonus target or Variable Incentive Compensation component, depending on role
Industry leading pay and benefits
Access to learning, development, and internal networks
Employee-led communities and forums supporting connection, learning, and inclusion
Hybrid work schedule with the majority of work conducted remotely after at least three office days
Flexible work environment
Inclusive, vibrant, and diverse culture
Accommodation support during the application process