Investment Consultant

3 weeks ago

New York, New York, United States MassMutual Full time

Investment Consultant

Investment Strategy & Governance Team

Full-Time

Boston, MA, Springfield, MA or New York, NY

The Opportunity

Investment Management (IM) is looking for a highly motivated and engaged Investment Consultant. They must be task-driven and detailed oriented while having clear and concise written and verbal communication skills with the ability to orchestrate multiple simultaneous initiatives which will require excellent communication, organization, time management, and problem-solving skills. Other duties include SharePoint development and maintenance, employee and contractor onboarding and offboarding, and supporting BAU project needs. We are looking for 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, Boston, or New York with a hybrid schedule.

The Team

The Planning and Enablement team is part of the Investment Management (IM) Strategy and Governance Organization and is responsible for third party supplier management, financial planning and analysis, BAU project coordination, strategic communications, and the employee onboarding experience. 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.

The Impact

  • Serve as the division's Unit Information Consultant, managing information storage across the division with the support of identified sub coordinators
  • SharePoint development and maintenance for the Investment Management Portal
  • Support preparation of presentation materials to communicate the team's overall progress to achieve its goals and escalate any risks, issues and/or decisions where appropriate
  • Support the onboarding and off-boarding activities of employees and contingent resources
  • Assists with employee engagement, team building, event planning and other organizational functions as needed
  • Assist with oversight and coordinating of BAU project status, budgets (actuals, plan and forecast), milestones and risks, actions, issues, decisions (RAID) logs
  • Prepare and support BAU project artifact preparation and maintenance
  • Handles small project tasks and coordinates or performs activities as needed
  • Troubleshoot issues with process, tools and/or reporting

The Minimum Qualifications:

  • Associate's degree or 5+ years of equivalent professional experience
  • 2+ years of related experience as an investment consultant, project coordinator or similar role

The Ideal Qualifications:

  • Bachelor's Degree
  • 3+ years of work experience as an experience as an investment consultant, project coordinator or similar roles, 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, Resource Management, Clarity and Microsoft Project
  • Strong communication skills with the ability to communicate effectively using verbal and written methods to all levels within the organization
  • High-level of attention to detail and time management, with a strong understanding of the importance of being responsive and proactive in a deadline driven environment
  • Collaborative approach, demonstrates openness and provides assistance as urgent situations and ad hoc needs arise
  • Previous experience working in a financial services/insurance organization

What to Expect as Part of MassMutual and the Team:

  • Regular meetings with the Planning and Enablement 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-FT1

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.

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