Mutual Opportunities
Corporate Transactions and Investments Lead
Boston, Massachusetts; Springfield, Massachusetts; New York, New York
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships.
Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization.
Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’
“At MassMutual, finance is the heartbeat of our company. Maintaining financial strength and stability and earning trust are key to how we operate. And as a mutual life insurance company, we don’t have shareholders. This means that our finance team can think long-term when choosing the best paths to fulfill our purpose: helping people to secure their futures and protect the ones they love. We’re looking for dedicated, skilled, creative finance professionals to join us in tackling complex challenges. Here, you’ll have the opportunity to grow your career in a place that values your ideas and invites you to challenge the status quo.”
Job Description
Corporate Transactions and Investments Lead
Treasury and Capital Management
Full-Time
Boston, MA, New York, NY or Springfield, MA
The Opportunity
As the Corporate Transactions and Investments Lead, you will work in a fast paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions benefitting the long-term financial strength and flexibility of MassMutual. This role will have the opportunity to work with the Head of Rating Agency Relations and Transaction Analysis on key finance initiatives:
- Review performance and allocation of MassMutual’s corporate investment account, including liquidity, investment allocation, and returns, against expectations and investment guidelines
- Review performance of seed capital investments of MassMutual, including return on capital and tracking against the expected timelines for returning seed funding
- Advise the executive team on key strategic investments and sales initiatives on the impact to MassMutual, including impacts to the CIA, statutory and economic capital, and long-term profitability
- Provide comprehensive analysis to executive team on M&A, reinsurance, and debt capital markets opportunities
The Team
The Corporate Transactions and Investments Lead is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on:
- Understanding actual and projected trends of regulatory capital, operating liquidity, financial flexibility and earnings levels so that they may develop strategies to improve financial performance to support maximizing value
- Being expert at various capital frameworks and serving as an advocate for the Company in various industry or internal groups
- Minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible
The Impact
This role will help drive strategic decisions around the allocation and expected returns of MassMutual’s surplus investments, as part of the Treasury organization’s financial stewardship role, and deliver analysis to inform strategic decision-making:
- Responsible for refreshing, oversight and compliance of MassMutual Corporate Investment Account (CIA) investment guidelines, including regular reporting, policy compliance testing, projections, recommending risk mitigation strategies working with Investment Management and Enterprise Risk Management
- Provide valuable insights to corporate development, reinsurance development, and business partners on use of our surplus assets
- Collaborate with financial planning and analysis colleagues to project and analyze CIA balance sheet and income statement
- Establish, enhance and maintain internal controls and consistently improve upon a strong control environment
The Minimum Qualifications
- BS in accounting, finance, business, actuarial science or a related field
- 10+ years of progressive experience in finance, investment, or actuarial roles, including capital management, product pricing (retail and institutional insurance products), or enterprise risk management, etc.
- Strong multi-tasking skills and ability to adapt to change
- Ability to proactively take ownership of projects and drive them through to completion
- Ability to perform independent research, collaborate with partners in investments and enterprise risk management, and deliver analyses and recommendations to senior management
The Ideal Qualifications
- FSA or career ASA
- Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance transaction analysis
- Experience balancing rating agency, regulatory capital, tax, accounting, and economic considerations
- Knowledge of US GAAP and statutory accounting
- Experience leading cross-functional projects with competing constraints through to success
- Experience working in a Finance transformational setting; driving change and managing competing priorities
- Detail-oriented with demonstrated oral and written communication skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Treasury and other Financial Planning & Analysis teams
- Focused one-on-one meetings with your manager
- Access to mentorship and development opportunities
- Access to a collaborative network within the team with connected objectives
- 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-ST1
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.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $159,800-$209,700
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 85% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say the work they do at MassMutual is meaningful - 85% of employee respondents say they feel encouraged to come up with new and better ways of doing things
*Source: 2025 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. 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.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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