MassMutual

Financial Planning and Analysis

• 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.

Investment Operations Consultant

Analyst

• 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.

Client Portfolio Analyst

• Conduct audits and advisory services in accordance with professional standards and department policies and procedures
• Demonstrate an understanding of risk concepts, including inherent and residual risks as well as how to assess the design and effectiveness of internal controls
• Deliver risk-based audits, working with business management and other risk/control functions, to ensure that controls are effective in managing risks
• Develop and nurture relationships with business management and other stakeholders, focusing on the customer and strengthening business value add

Insurance and Financial Services Audit Consultant

Actuary

• Lead complex valuation work
• Shape actuarial methodology for Long-Term Care and Supplemental Health products
• Influence key financial and business decisions through deep technical expertise, sound judgment, and strong cross-functional partnership
• Serve as a technical leader for valuation methodology, modeling, and financial analysis across Long-Term Care Combo and Supplemental Health products
• Lead complex work independently, strengthen valuation frameworks and controls, and partner across actuarial, finance, risk, and product teams to deliver insights that support accurate reporting, sound governance, and strategic decision-making
• Drive continuous improvement by modernizing processes, strengthening controls, and identifying opportunities to improve efficiency and insight generation

Actuary – Health Valuation

• Join the Modeling Center of Excellence—shaping financial outcomes across GAAP, Statutory, and economic bases
• Serve as the SME for Prophet or GGY Axis actuarial models, including architecture, coding standards, assumptions implementation, and performance optimization
• Design, build, and enhance actuarial projection models supporting forecasting, capital planning, ALM, stress testing, and management reporting
• Execute model runs across GAAP, Statutory, and economic bases; validate results and investigate drivers and variances
• Troubleshoot complex modeling issues and support post-production and ad-hoc model requests
• Implement and maintain modeling governance standards including documentation, version control, testing, audit trails, and reproducible execution
• Collaborate with FP&A, Valuation, ERM, Treasury, Investment Management, and Technology teams to translate business needs into modeling solutions

Actuary – Financial Projection Modeling

• Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables
• Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently
• Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results
• Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios
• Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners
• Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests
• Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls
• Mentor and develop tax professionals, providing coaching and fostering professional growth across the team
• Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations

Investment Tax Manager – Provisions

Consultant

• Deliver advanced analytical insights by mining, integrating, and analyzing internal and external data
• Translate analysis into business implications
• Support complex analytics initiatives such as performance diagnostics
• Influence leaders through clear storytelling
• Promote strong analytics practices
• Mentor and support peers

Analytics & Insights Consultant

Digital Marketing

• The Digital Marketing Automation Consultant manages B2B and B2C marketing campaigns to create dynamic, personalized direct marketing communications.
• They leverage data-driven insights on customer behaviors, needs, and preferences to create relevant audience-first experiences.
• This work supports the marketing funnel from engagement to sales conversion, aligning with various distribution channels and their objectives, with third-party distribution as a primary focus.
• Makes recommendations from informed business and marketing channel perspective, with strong inter-personal skills to effectively partner and influence decisions.
• Works cross-functionally with various teams including Distribution Marketing Partners, internal Creative teams, Marketing Data & Analytics, Martech, SF CRM and various development teams to activate, maintain, and innovate campaign activations and technical processes.
• Develops marketing campaigns with an audience-first mindset and in accordance with email best practices and CRM team SOPs to ensure alignment with business objectives.

Digital Marketing Automation Consultant, CRM

Sales

• Support the creation and execution of financial plans
• Manage data entry and coordinate workflows
• Assist with plan analysis and design
• Ensure smooth communication between planners and consultants
• Prepare correspondence and track financial plan progress
• Conduct research on workflow solutions

Sales Support Consultant

• Work in a fast-paced, innovative and collaborative environment analyzing and executing strategic transactions benefitting the long-term financial strength and flexibility of MassMutual
• Collaborate across multiple teams including Corporate Development, Investment Management, Financial Planning & Analysis, and Enterprise Risk Management on key finance initiatives
• Perform financial analysis on strategic transaction opportunities and formulate recommendations to optimize financial outcomes
• Maintain and enhance the team’s analytical toolkit used to assess capital and financing implications, opportunities, and trade-offs across regulatory, rating agency, accounting, and economic frameworks
• Monitor performance and allocation of MassMutual’s corporate investment account and seed capital investments, including liquidity, investment allocation, and returns, against expectations and investment guidelines
• Provide valuable insights to the broader Treasury team, business partners, and senior leaders on use of surplus assets and potential capital optimization opportunities
• Enable senior leaders to make informed decisions supported by robust financial analysis
• Minimize time spent on production and data manipulation activities by transforming modeling, analytic, and reporting capabilities and implementing automation and technology where possible
• Contribute to a collaborate team culture; proactively highlight ways to improve the experience for yourself and other members of team; lead by example

Capital Transaction Analyst

• Partner with teams, including but not limited to Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO and ERM.
• Actively participate in the implementation of the Company’s new ledger and other key projects.
• Participates in creating or reviewing, analyzing, and presenting monthly financial analysis reports to senior management.
• Conduct thorough research, analysis, and retrieval of data to ensure accurate and timely preparation, review and maintenance of complex account reconciliations.
• Identify and reconcile differences within established investment and accounting systems using critical analysis skills.
• Propose resolutions to new and existing processing errors and/or deficiencies
• Analyze and interpret financial information to ensure accuracy and compliance with company policy and regulations.
• Prepare and maintain complex account records with meticulous attention to detail.
• Collaborate with internal teams to resolve items and address investment-related issues.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment.

Investment Accounting Manager – Governance

Project Manager

• Responsible for medium to large projects and/or segments of larger, more complex programs through the entire project development life cycle.
• Work closely with sponsors and Systems counterparts to define the project scope, develop project plan, and manage project budget.
• Responsible for execution of project tasks, mitigation of project risks, resolution of issues and management of resources.
• Lead a team of subject matter experts, analysts and other participants to ensure successful project execution in accordance with best practices and standards.
• Provide project updates and communicate effectively to project sponsors and stakeholders.
• Lead project team to develop/refine integrated plans and execute cross-functional implementations via an agile delivery model.

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Customer Care Specialist

• Help advisors navigate MassMutual’s Teaming platform
• Engage with financial advisors to increase platform adoption
• Identify and implement enhancements to strengthen the platform
• Manage the ongoing administration of the platform
• Act as subject matter expert for Teaming-related report development

Teaming Platform Consultant

Manager

• Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment.
• Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals.
• Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding.
• Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.