Investment Operations Analyst (Hybrid)

Job Description

The Opportunity

As a critical member of a specialized team, the Investment Cash & Securities Consultant will work with the Corporate Units, Lines of Business (LOBs), CFO, CIO Investment Management Group, Enterprise Risk Management (ERM), Investment Managers, and subsidiaries to provide oversight, analysis, and complex processing of various cash and investment transactions related to MassMutual, its subsidiaries, and its portfolio. 

The candidate will apply finance, investment and accounting knowledge and other technical skills to provide oversight while addressing both recurring and critical time-sensitive issues and communications needs. You will also work with members of the Program Management Office for Investments (PMOfI) to assist in formulating and defining business and/ or systems scope, requirements, and objectives as it relates to Cash & Securities Administration Operations. The individual will be the subject matter expert (SME) by applying finance, investment accounting knowledge and other technical skills to provide oversight related to the current and future state needs.  A successful candidate must be able to work under pressure, accurately and with limited supervision and must be able to represent Investment Management and the company in communications with internal and external constituents with discretion, tact and decorum.

Responsible for creating, documenting and implementing complex operating processes. May lead enterprise-wide initiatives as it relates to investment cash & securities. 

The Impact

• Responsible for leading project work or high visible, divisional/cross-divisional complex projects to support Investment Management and Corporate goals

• Anticipates change, looks for trends and directs or redirects team efforts

• Works independently and with management on highly visible, divisional/cross-divisional complex projects

• Collaborates with various internal and external parties

• Sought as a key resource for resolution of unique or complex business problems

• Hands on approach working on cross training and team development

• Liaison with front office, risk, compliance, accounting, treasury and audit teams

• Sought as a key resource for resolution of unique or complex business problems

• Hands on approach working on cross training and team development

• Liaison with front office, risk, compliance, accounting, treasury and audit teams

• Sought as a key resource for resolution of unique or complex business problems

• Advances the interest of the company by serving on teams that are external to the organization when appropriate

• Create and build meaningful metrics related to Cash & Securities Administration, quality and impact on liquidity

• Perform detailed analysis and resolutions for complex variances related to investments

• Drives continuous improvement and efficiencies beyond own scope of responsibility

• Makes worthwhile improvements to existing procedures and programs

• Mentors and guides less experienced staff

The Minimum Qualifications

• 5+  years working in the financial services sector in similar investment operations capacity; prefer experience in back office securities operations (reconciliation of cash to receivables/payables)

• 5+ years of with Investment Operations, Banking and Accounting

• 3+ years of Ability to work with investment data consumers to analyze, understand issues and assist in issue resolution

• College degree in Business, Finance, Economics, Computer Science or other related major

Ideal Qualifications

• Advanced degree

• Individual typically has at least 8+ yrs of related experience

• Project Lead or Project Management

• Strong inter-personal skills to facilitate building positive working relationships

• Risk and controls awareness

• Ability to multi-task and thrive in a fast-paced environment

• Strong attention to detail

• Excellent communication skills with ability to address and resolve conflicts diplomatically

• Recognition of patterns and trends in data operations and identify opportunities for improving processes and systems

• Advanced knowledge and experience using Microsoft Office products (primarily Excel, PowerPoint)

Job Responsibilities & Requirements

Key Responsibilities:

• Lead work group in daily execution of responsibilities and projects

• Governance of service level agreements with regard to various reconciliations

• Resolve highly complex variances in cash & investment activity including fixed income, equities, derivatives and collateral

• Report and analyze cash and investment activity for various audiences including senior leaders in CIO, the LOBs and Corporate

• Implement operational aspects of new mandates

• Liaison with back office and auditors

• Manage highly complex cash management-position cash daily, forecasting, investing and settlements Liquidity management

• Manage cash forecasting and analysis (foreign and domestic) as it relates to investments

• Highly complex financial, regulatory & management reporting (internal & external)

• Credit Administration and Analytics- manage investments of excess funds or borrowing needs

• Participate in miscellaneous project work to support Investment Management Operations and Corporate goals

• Manage client relations (internal & external)

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What to Expect as Part of MassMutual and the Team

• Regular meetings with the Cash & Securities Administration Team

• Focused one-on-one meetings with your manager

• Access to mentorship opportunities

• 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 nosiness with industry leading pay and benefits

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

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