Mutual Opportunities
Investment Management Consultant
Springfield, Massachusetts; Boston, MassachusettsThank 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.
Job Description
Investment Management Consultant
Full-Time
Boston, MA or Springfield, MA
The Opportunity
We’re looking for a highly motivated and engaged Investment Consultant. They must be task-driven, and detail orientated while having clear and concise written and verbal communication skills with a key responsibility of processing of incoming invoices, reviewing for accuracy, keeping accurate records of all incoming invoices and outgoing payments, managing reconciliation tasks and submitting invoices into the Ariba payment system. The incumbent is someone who enjoys working in a fast-paced environment, is comfortable taking on complex tasks and enjoys working in partnership with others both on our team and across the enterprise. This position is based in Springfield or Boston, with a hybrid schedule.
The Team
The Strategy and Planning team is part of the Investment Management (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 department's strategic initiatives, Investment Compliance, Investment Due-Diligence and Investment Data Strategy and Governance.
Impact/Key Responsibilities
- Reconcile and process invoice payments in MassMutual’s vendor management system, Ariba
- Create and manage an invoice tracking system across multiple cost centers
- Analyze financial information with the ability to create first drafts of presentations and materials
- Communicate with vendors and suppliers to ensure charges are accurate and payments are received and processed promptly
- Ability to recognize discrepancies and be proactive in the solutioning correction
- Submit and track accruals and reclasses
- Assist in annual forecast, budget and planning cycles
- Review financial and contingent worker time tracking reports and create materials for reporting purposes
- Reconcile timecards through Resource Management with invoices to ensure proper project codes are being utilized
- Enter Purchase Orders through Ariba
- Manage, support and execute the onboarding and off-boarding activities of employees and contingent resources for the division
- Assist with oversight and coordinating business as usual initiatives’ status, budgets (actuals, plan and forecast), milestones and risks, actions, issues, decisions (RAID) logs
- Prepare presentation materials to communicate the team’s overall progress to achieve its goals and escalate any risks, issues and/or decisions where appropriate
- Support Corporate Function Project Management Office coordination as needed
- Assists with employee engagement, team building, event planning and other organizational functions as needed
- Supports Demand and Capacity modeling as needed
- SharePoint site maintenance and support
- Handles small initiative tasks and coordinates or performs ad-hoc administrative activities as needed
Minimum Qualifications
- Associate’s degree OR in lieu of an associate’s degree, we require 7+ years in equivalent professional experience
- A minimum of 3+ years of related experience as an accounting specialist, project coordinator or similar roles
The Ideal Qualifications
- Bachelor’s Degree
- 3+ years of work experience as an accounting specialist, project coordinator or similar role preferred, preferably in an investment management business
- Can-do, positive attitude and comfortable working with senior, executive and external stakeholders
- Team Player/Relationship Building: Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences; leverages the ability to deliver effectively
- Innovation: Continually looks within and beyond their job, anticipating business needs and opportunities.
- Expert knowledge and comfort working with advanced versions of Microsoft Office suite (Word, Excel, PowerPoint, etc.)
- Working knowledge of Smartsheet and Resource Management
- Previous experience working in a financial services/insurance organization
What to Expect as Part of MassMutual and the Team
- Regular meetings with Strategy and Planning 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 business with industry leading pay and benefits
#LI-SC1
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.
Salary Range: $80,000.00-$105,000.00
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 embrace diversity in every sense, focusing on building 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
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