The Opportunity
We’re looking for a motivated and ambitious Investment Strategist to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.
The Team
Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.
The Impact
Responsibilities
As an Investment Strategist, reporting to the Wealth Management Chief Investment Officer, your responsibilities will include but not be limited to the following:
- Consult with advisors to identify the investment challenges they face and assist with providing an appropriate investment strategy to meet their client’s needs.
- Lead the development of market commentaries, thought leadership and other investment related collateral.
- Assist in the production of weekly and quarterly market commentary webinars distributable to advisors and their clients.
- Act as a subject matter expert on Wealth Management Investment Team’s investment offerings, as well as maintain a strong working knowledge of all investment offerings made available through the Wealth Management Service (“WMS”) platform.
- Organize and participate in the monthly WMIT Asset Allocation Committee meeting.
- Develop strong relationships with General Agents, Investment Specialists and Advisors; including acting as a presenter of investment content and market overviews at Agency Meetings and MassMutual Conferences.
The Minimum Qualifications
- Bachelor’s degree.
- 7+ years of investment or portfolio management experience.
- CFA or actively working towards becoming a CFA.
- 3+ years of experience in quantitative analysis and portfolio optimization.
- 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
The Ideal Qualifications
- Bachelor's degree in economics, finance, or business.
- 10+ years of investment or portfolio management experience.
- CFA®
- Exceptional analytical, problem solving, communication and presentation skills.
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Wealth Management Investment Team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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
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.
