Mutual Opportunities
Business Insights Analyst, Lending & Banking services
New York, New York; 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
Business Insights Analyst, Lending & Banking Services Full-Time, Hybrid
New York, NY; Boston, MA; Springfield, MA
The Opportunity
Transform Data Into Strategy. Build Insight. Fuel Growth. As a Business Insights Analyst on the Lending & Banking Services team, you’re not just interpreting numbers, you’re engineering intelligence that powers decision-making at scale interpreting product adoption and advisor activity within our Wealth Management platform. You’ll architect dashboards, build predictive models, automate complex workflows, and extract signals from noise. This is where strategy meets data and analysis drives action. We’re looking for an analytical force who thrives in a dynamic environment, thinks two steps ahead, and turns business questions into actionable answers.
The Team
MassMutual’s Lending & Banking Services team is building the future of strategic borrowing within Wealth Management. Our solutions help advisors enhance client outcomes with integrated lending strategies from high-net-worth credit to business owner financing. You’ll work shoulder-to-shoulder with cross-functional leaders in Wealth Management across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. to drive data-backed transformation. This role gives you direct visibility into leadership decisions, end-to-end product performance, and the levers that shape firmwide growth. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.
You will report to the Head of Lending and Banking Services and work with other product teams in the Wealth Management division in addition to partnering with vendors, banks, and enterprise partners supporting business owner products. The collaborative and dynamic team environment includes members with extensive background and experience in financial products and asset management.
Key Responsibilities include but not limited to:
Business Intelligence & Reporting
Build and optimize internal and external data pipelines, dashboards, and scenario models that scale across products, platforms, and partners.
Design and deploy interactive, efficient self-service dashboards that deliver real-time insights and secure data to leadership, sales teams, and product owners.
Connect and transform disparate datasets into standardized, story-driven analytics using tools like SQL, Tableau, and Alteryx to facilitate cross-platform data connectivity and build compelling business narratives.
Deliver KPI transparency across advisor adoption, product profitability, pipeline health, and client engagement metrics.
Operational Efficiency & Innovation
Develop reporting workflows and automate manual processes to save time, reduce errors, and improve scalability.
Collaborate with product, operations, and distribution leaders to surface business gaps and propose data-driven solutions that unlock efficiency.
Identify enhancements to forms, product features, services, and policies that directly improve the advisor and client experience.
Strategic Research & Market Intelligence
Conduct sharp, timely benchmarking across peer products, pricing models, distribution strategies, and market positioning.
Track and analyze industry shifts, regulatory updates, and fintech innovations that inform Lending & Banking strategy.
Translate market trends into concrete product recommendations, partnering with internal stakeholders to evolve offerings and deploy new products to market.
Present and defend analysis for problem-solving with clarity and precision; always grounded in data and facts, always focused on client and business outcomes.
Minimum Qualifications
Bachelor’s degree
5+ years of experience in data analytics, product management, financial services, banking, or wealth management
2+ years of experience with SQL/Python/Alteryx or similar data management tools
2+ years of experience utilizing visualization tools such as Tableau, MicroStrategy, Power BI, or similar Business Intelligence tools
3+ years’ experience with Excel, PowerPoint or other project management tools
Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
Ideal Qualifications
Strong quantitative orientation, analytical skills, a high level of intellectual curiosity, tolerance for ambiguity
A successful record of supporting product strategy and product execution professionals
Desire to learn and ability to apply learnings to business findings
Independently explore solutions to a problem and adapt quickly to changes
Collaboration skills and the ability to work in a team-based environment
Work and collaborate across multiple products within Lending and Banking Services organization in a team
Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization
Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
What to Expect as Part of MassMutual and the Team
Regular meetings with the Wealth Management 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-RS1
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.
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: $113,100.00-$148,400.00
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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