Asset Allocation Analyst

Asset Allocation Analyst

Fixed Income Portfolio Management Team

Full-Time

Boston, MA

The Opportunity

As an Asset Allocation Analyst, you will work in a dynamic, innovative, and collaborative environment focused on optimizing investment strategies to support insurance liabilities. You will collaborate on the analysis of market trends, ensure implementation of asset allocation in portfolios, and provide recommendations to enhance portfolio performance. You will be responsible for developing and maintaining tools for portfolio construction and liquidity management. In this role, your combined knowledge of the markets and technical skills will be key to access, aggregate, and analyze market data and portfolio analytics to provide asset allocation insights. You will interact closely with fundamental and quantitative portfolio managers to guide investment decisions and contribute to the strategic direction of the portfolio.

The Team

The Asset Allocation group is part of the Fixed Income Portfolio Management team. Our team is comprised of experienced professionals who share a passion for financial markets and investment strategies. We oversee the development and implementation of asset allocation for all portfolios backing insurance products. Our team is involved in determining portfolio asset demand and interacts with internal and external portfolio managers to source private investments and direct trades in public markets. We work very closely with the asset liability management teams, risk management, compliance, and corporate treasury to ensure a comprehensive approach to asset management.

The Impact

As an Asset Allocation Analyst your responsibilities will include but not be limited to the following :

• Apply your technical knowledge to retrieve and analyze market data and portfolio and trade analytics to generate asset allocation insights leading to portfolio recommendations.
• Collaborate in market research and analysis to inform asset allocation decisions.
• Utilize and maintain proprietary asset allocation tools to monitor portfolio positions, trades, and private investment commitments using Excel, SQL, Tableau, MicroStrategy, or similar platforms.
• Develop and maintain trade allocation investment tools to ensure fair execution of trades across portfolios.
• Monitor and evaluate portfolio positioning, risk tolerances and compliance limits, and recommend portfolio adjustments if needed.
• Collaborate with cross-functional teams to integrate investment management views with Treasury, Enterprise Risk management, and Corporate Actuarial.
• Work closely with portfolio managers to assess tactical changes due to departures in planned product sales, liability cash flows, liquidity, or relative value opportunities.

Minimum Qualifications

Preferred Qualifications

What to Expect as Part of MassMutual and the Team

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Salary Range : $141,300-$185,400

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.