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Lead Investment Strategist
MassMutual
Multiple locations
Posted on Nov 12, 2024
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
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
#LI-LS1
Salary Range:
$148,300.00-$194,600.00At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. 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. At MassMutual, we Live Mutual.
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.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.