Talent.com
Investment Performance and Analytics Associate II
Investment Performance and Analytics Associate IIMassMutual • Boston, MA, US
Investment Performance and Analytics Associate II

Investment Performance and Analytics Associate II

MassMutual • Boston, MA, US
6 hours ago
Job type
  • Full-time
Job description

Investment Performance and Analytics Associate II

Investment Controllership

Full-Time

New York, NY, Boston, MA or Springfield, MA

The Opportunity

As an Investment Performance and Analytics Associate in the Controllers Organization of Corporate Finance you will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investment Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. You will thrive in a highly dynamic and agile accounting environment, where we are focused on both execution and improvement of outcomes. If you want to continue your career as a part of a diverse team of highly motivated professionals who are focused on driving process improvement, meaningful analysis and control execution for insurance accounting activities, this role is for you! We look forward to returning to the office in a hybrid structure to maximize collaboration and flexibility, blending time working remotely and in the office, at either our Boston, MA or Springfield, MA locations.

The Team

The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right.

The Impact :

As an Investment Performance and Data Analytics Associate in our Investments Accounting area, you will help in the accurate, timely completion of monthly, quarterly and annual accounting close cycles for complex investment accounting by effectively planning, monitoring, and problem solving. You will contribute to the completion of the investment accounting of financial transactions ensuring accuracy and compliance with accounting regulations. This includes working with big data, visualization, analytics, presentation and oversight of yield and performance across all asset types including, fixed income, alternative investment and subsidiaries. Your daily / monthly responsibilities will include, but are not limited to the following :

  • Develops comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into to variance.
  • Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results.
  • Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports.
  • Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers.
  • Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions.
  • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiates and / or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities. Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction.

The Minimum Qualifications

  • Bachelor’s degree or equivalent experience
  • 4+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry
  • The Ideal Qualifications

  • Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus!
  • CPA or CFA progress towards preferred
  • Experience working on big data, logical analytics and ratio analysis and presentation in identifying internal control issues and remediation efforts.
  • Preferred experience working with and supporting several corporate units.
  • Preferred experience working in a Lean Six Sigma environment with strong root cause problem solving experience.
  • Ability to partner with and influence business leaders and peers in investment process resign and improvements.
  • Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, Hyperion, NetSuite, etc.).
  • Intellectual curiosity to continue learning and adding breadth and depth to understanding.
  • What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Investments Accounting Team
  • Focused one-on-one meetings with your manager
  • Networking opportunities including access to Asian, Hispanic / Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
  • Access to learning content on Degreed and other informational platforms.
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits.
  • #LI-CR37

    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.

    California residents : For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

    Create a job alert for this search

    Investment Associate • Boston, MA, US

    Related jobs
    Associate, Investment Banking

    Associate, Investment Banking

    G2 Capital Advisors • Boston, MA, United States
    Full-time
    G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactio...Show more
    Last updated: 16 days ago • Promoted
    Associate Director, Investments

    Associate Director, Investments

    Mtholyoke • Cambridge, MA, United States
    Full-time +1
    Associate Director, Investments page is loaded## Associate Director, Investmentsremote type : In-Personlocations : Mount Holyoke College - Boston Officetime type : Full timeposted on : Posted 3...Show more
    Last updated: 7 days ago • Promoted
    Performance Associate

    Performance Associate

    NEPC, LLC • Boston, MA, United States
    Full-time
    Get AI-powered advice on this job and more exclusive features.Entry Level, 0-2 years of experience.Boston, MA; Atlanta, GA. Chicago, IL; Las Vegas, NV; Charlotte, NC or San Francisco, CA (Hybrid Mo...Show more
    Last updated: 17 days ago • Promoted
    Investment Associate (1769)

    Investment Associate (1769)

    Aramco Services Company • Boston, MA, US
    Full-time
    Quick Apply
    Contributes to and supports aspects of venture capital investing including market, competitor and technology landscaping, IP landscaping, detailed financial modeling w / sensitivities, data room revi...Show more
    Last updated: 30+ days ago
    Performance Associate

    Performance Associate

    Nepc Llc • Boston, MA, United States
    Full-time
    Entry Level, 0-2 years of experience.Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV; Charlotte, NC or San Francisco, CA (Hybrid Model). NEPC is looking for a class of Performance Associate to j...Show more
    Last updated: 30+ days ago • Promoted
    Investment Banking Associate

    Investment Banking Associate

    Alantra Solar Energy Advisors • Boston, MA, United States
    Full-time
    Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 profe...Show more
    Last updated: 17 days ago • Promoted
    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

    PricewaterhouseCoopers • Boston, MA, United States
    Full-time
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...Show more
    Last updated: 23 days ago • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Financial Partners Inc. • Boston, MA, United States
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show more
    Last updated: 30+ days ago • Promoted
    Associate, Expense Planning & Analytics

    Associate, Expense Planning & Analytics

    Careers at KKR • Boston, MA, United States
    Temporary
    KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a...Show more
    Last updated: 19 days ago • Promoted
    Senior Fixed Income Analytics & Portfolio Modeling

    Senior Fixed Income Analytics & Portfolio Modeling

    Liberty Mutual Insurance • Boston, MA, United States
    Full-time
    A leading insurance and investment firm in Boston is seeking a Senior Analyst with 1-5 years of investing experience.Responsibilities include integrating and analyzing fixed income sectors, develop...Show more
    Last updated: 10 days ago • Promoted
    Investment Banking Associate - Technology & Services (Boston)

    Investment Banking Associate - Technology & Services (Boston)

    Raymond James • Boston, MA, United States
    Full-time
    Investment Banking Associate - Technology & Services (Boston) at Raymond James.Job Description Summary : Play an integral role in the department's activities with a high level of responsibility as a...Show more
    Last updated: 17 days ago • Promoted
    Senior Investment Associate

    Senior Investment Associate

    Partners Capital • Boston, MA, United States
    Full-time
    As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment. Client Portfolio Management (Primary Focus) : .The Senior Inves...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Private Credit Performance & Portfolio Analytics | Global PE firm

    Manager, Private Credit Performance & Portfolio Analytics | Global PE firm

    Origin Staffing • Boston, MA, United States
    Full-time
    A leading global alternative investment manager is seeking a performance and portfolio analytics professional to support its expanding Private Credit platform. This individual will work cross‑functi...Show more
    Last updated: 13 days ago • Promoted
    Tech & Services Investment Banking Associate - Boston

    Tech & Services Investment Banking Associate - Boston

    Thecentermemphis • Boston, MA, United States
    Full-time
    A leading financial services company is seeking an Investment Banking Associate in Boston.The role involves responsibility for formulating business proposals, analyzing investment risks, and prepar...Show more
    Last updated: 7 days ago • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    Stout • Boston, MA, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show more
    Last updated: 30+ days ago • Promoted
    Associate Wealth Consultant

    Associate Wealth Consultant

    Manulife and John Hancock • Boston, MA, United States
    Full-time
    This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized inves...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Associate, Investment Supervision

    Associate, Investment Supervision

    Santander Holdings USA Inc • Boston, MA, US
    Full-time
    Associate, Investment Supervision.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asse...Show more
    Last updated: 30+ days ago • Promoted
    Alternate Investment Services, Associate 2

    Alternate Investment Services, Associate 2

    State Street • Boston, Massachusetts, United States
    Full-time
    This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...Show more
    Last updated: 1 day ago • Promoted