MassMutual Financial Group Middle Office Analyst -Due Diligence in Boston, Massachusetts
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We at MassMutual value diversity and inclusion. We’re people helping people.
A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.
Together, we’re stronger.
Conduct initial and ongoing due diligence analysis of asset managers and investment opportunities and ad hoc and routine research on investment related topics (Conduct the periodic delivery and review of aggregated information via data entry & automation (i.e. scorecards, performance reporting, due diligence summaries). Manage or conduct focused, short time horizon Due Diligence projects and projects that may have a long time horizon and broad impact across the company. Manage Due Diligence / Vendor interactions, such as gathering information, coordinating communication, conducting & coordinating site visits. Consult with other departments to help them understand how investment issues and due diligence findings impact their areas of concern. Drive process enhancements to optimize the value derived from due diligence processes.
The Middle Office Analyst- Due Diligence role will be primarily responsible for the following:
Assessment of Investment Manager’s operational infrastructure and governance models.
Tracking progress and communication with Portfolio Management on pipeline of deal flow.
Record findings in written format, utilizing Salesforce, Microsoft products and other templates
Present results to Portfolio Management and other stakeholder’s via committee meetings.
On-going monitoring and oversight of investment managers and external service providers
Ensuring trade activity is communicated effectively and in a timely manner to the appropriate business areas
Collaborating and communicating with stakeholders within Investment Management as well as with other cross-functional business partners
Maintaining and improving standard work, policies/procedures and process workflows
Ad-hoc projects such as Management fee reconciliations, technology enhancements and subject matter expert consultative role to alternate departments.
Four year college degree
Minimum of 3-5 years working in the financial services sector
Advanced knowledge and experience using Microsoft Office products (primarily Excel, PowerPoint, BI and Access)
Must be eligible to work in the US without sponsorship now or in the future.
Position may require up to a 30% travel commitment on a rolling twelve month basis
Knowledge of financial securities markets, language and products
Strong analytic and problem solving skills
Excellent verbal and written communication skills
Independence and self-motivation, with the ability to directly address conflicts and escalate issues where appropriate
A sense of urgency, being able to prioritize / multi-task well
Strong client focus and ability to partner with various internal groups and client coverage
Risk and controls awareness
Adaptability and ability to thrive in a fast-paced, changing environment
Strong attention to detail, while accurately processing large volumes of work under competing priorities
Recognition of patterns and trends in data operations and identify opportunities for improving processes and systems
Ranked No. 77 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2017) and recognized as a World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: 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.
Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.
Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.
Value People: We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.
Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.
Achieve Results: We focus on winning by exceeding expectations and getting better – everyone, every day.
For more information, visit www.massmutual.com or find us on Facebook, Twitter, LinkedIn, YouTube, Google+, Instagram and Pinterest.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.
• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)
• National Association for Female Executives Top Company for Executive Women (2017)
• DiversityInc Noteworthy Company (2017)
• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2017)
• Working Mother Media 100 Best Company (2017)
• Military Friendly Employer (2018)