Mutual Opportunities
Investment Reporting & Communications Lead
Boston, Massachusetts; Springfield, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
Investment Management (IM) is looking to hire an experienced team member to lead and execute IM’s financial communications. This individual will report to the Head of Investment Reporting and Communications and will be responsible for analyzing data to develop and execute communications on investment management’s financial output and performance. This leader will serve as an important contact for certain investment messaging and related analytics, ensuring insightful, compelling, unified storytelling, that is timely and transparent and for developing an effective financial dialogue between the business, executive leadership and internal / external stakeholders. In this role you will partner with leaders from around investment management and other organizations across MassMutual to take our financial metrics, outputs and analytics and create/develop a cohesive story.
The Team
The Investment Management Reporting and Communications team is part of the IM (IM) Strategy and Governance Organization. The Strategy and Governance team drives IM’s strategy forward, optimizing governance and decision-making processes, analyzes, and establishes common metrics, processes, and tools and supports key internal and external stakeholders in progressing the IM target operating model. The team is also responsible for coordinating the departments strategic initiatives, budget, communications, vendor oversight, manager oversight, board and rating agency reporting, Investment Compliance, Investment Due-Diligence and Investment Data Strategy and Governance.
Impact/Key Responsibilities
Oversee development of the financial narrative and related presentation materials in the context of investment operations, investment performance and other investment metrics, as well as business and department strategy
- Develop key messages from investment management business, onto paper, telling a cohesive story which is consistent with enterprise financial messaging
- Combine, filter and disseminate analysis and metrics created by the investment operations and other investment teams into clear and concise presentations
- Develop robust and well governed end-to-end reporting processes, from information sourcing to presentation which articulates themes concisely for an executive audience and the board; develop a deep understanding of the numbers and related drivers
- Drive standard and detailed support packages for presentation materials, including talking points and attribution analysis which are consistent with messaging across the firm
- Provide counsel and develop comprehensive and consistent financial messaging to feed Investor Relations, Enterprise Communications, and Media Relations outputs. This should be aligned with messaging to other audiences and specific to the development communicated
- Align official message of KPI’s with the outcomes and actions of investment management
- Link investment output to enterprise strategy and Senior executives based on an understanding of both the business and financial conditions
- Manage a broad range of both proactive and reactive communication projects across our investment management function
- Establish mechanisms to analyze investment results, in partnership with departments across Investments. This includes attending regular huddles to gather information and determine trends and insight.
- Empowered to use considerable judgment and analysis to arrive at conclusions or recommendations
- Serve as expert in communications, financial analysis content development, coaching others to enhance their development
- Direct effective communications with key external audiences in support of MassMutual’s financial performance
The Minimum Qualifications
- BS in accounting, finance or actuarial science; MBA or CFA preferred
- 10+ years of relevant experience
- 7+ years of experience in financial analysis or investment management
- Experience preparing board materials
- Ability to perform independent research and prepare presentation materials
- Expert written communications and presentation skills
- Knowledge of financial presentation and data tools
- Ability to proactively take ownership of projects and drive them through to completion
- Strong multi-tasking skills and ability to adapt to change; strong desire to “roll-up sleeves”
The Ideal Qualifications
- Prior experience in rating agency and/or investor relations communications
- Prior management consulting, investment operations or rating agency analysis experience
- Deep life insurance industry knowledge
- Executive presence; proven experience coordinating and participating in management meetings
#LI-MC1
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.
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: $137,800.00-$180,800.00
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*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 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.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
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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