Current jobs related to Cash & Securities Management Consultant, Investment Operations - Hartford, Connecticut - MassMutual

  • Securities and Cash Management Advisor

    4 weeks ago

    Hartford, Connecticut, United States Jobs via eFinancialCareers Full time

    Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will engage in various essential functions, including:Transaction Processing: Ensure accurate and timely execution of financial transactions.Manager Onboarding: Facilitate the integration of new management...

  • Financial Services Consultant for Cash Management

    4 weeks ago

    Hartford, Connecticut, United States Jobs via eFinancialCareers Full time

    Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will play a crucial part in ensuring the smooth execution of transaction processes and supporting the onboarding of new investment managers.Key ResponsibilitiesOversee transaction processing and ensure accuracy...

  • Financial Services Cash Management Specialist

    4 weeks ago

    Hartford, Connecticut, United States Jobs via eFinancialCareers Full time

    Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will play a crucial part in managing transaction processes and supporting the onboarding of new investment managers.Key ResponsibilitiesOversee transaction processing to ensure accuracy and...

  • Senior Vice President of IT Risk Management and Security

    4 weeks ago

    Hartford, Connecticut, United States Virtus Investment Partners Full time

    At Virtus Investment Partners, we recognize that our workforce is our greatest asset. Position Overview The Senior Vice President of IT Risk Management and Security plays a pivotal role in our Information Technology leadership team, tasked with the strategic planning, execution, and ongoing enhancement of our Information Protection Program. This program is...

  • Investment Operations Specialist

    4 weeks ago

    Hartford, Connecticut, United States IPS, LLC Full time

    Job OverviewPosition Title: Investment Operations SpecialistPosition Summary:This is a full-time role within an institutional investment consulting firm.Key Responsibilities:Collect data from various sources, including custody banks and investment firms, through direct communication and secure online platforms.Organize and input data into our reporting...

  • Investment Consultant

    5 days ago

    West Hartford, Connecticut, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients...

  • Client Service Associate, Investment Consultant

    2 weeks ago

    Hartford, Connecticut, United States Fiducient Advisors Full time

    About the RoleFiducient Advisors is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service and communication to private clients, investment consultants, custodians, and money managers.Key ResponsibilitiesDirect responsibility to fully onboard new...

  • Chief Information Security Officer

    1 week ago

    Hartford, Connecticut, United States Virtus Investment Partners Full time

    Job DescriptionVirtus Investment Partners seeks a seasoned professional to lead its Information Protection Program as Vice President, IT Risk and Security.Key Responsibilities:Strategic Leadership: Develop and maintain a company-wide information security strategy and program, aligning with industry regulations and risk tolerances.Incident Response: Oversee...

  • Pricing and Valuation Manager

    4 weeks ago

    Hartford, Connecticut, United States Virtus Investment Partners Full time

    At Virtus Investment Partners, we recognize that our workforce is our greatest asset. Position Overview TEAM INSIGHT: The Fund Services division is dedicated to supporting Virtus' open-end mutual funds, ETFs, and a significant portion of our closed-end funds by delivering comprehensive administrative services. These services encompass fund accounting and...

  • Investment Strategy Advisor

    3 weeks ago

    Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    Join Our Dynamic TeamAt Lifetime Recruiting Strategies, we are a prominent name in the financial services sector, actively looking for seasoned sales experts to enhance our team.Position Overview:Embark on an exciting career path in financial sales with us. If you are prepared to elevate your professional journey, we are eager to connect with you.We are...

  • Director of Bank Loan Operations

    7 days ago

    Hartford, Connecticut, United States MassMutual Full time

    Job SummaryWe are seeking a highly skilled Director to lead our Loan Asset Administration Center of Excellence. This role will oversee the end-to-end operations of our $35B Bank Loan portfolio, partnering with investment management, middle-office data management, and technology teams to monitor exposures, manage risk, and manage a team of specialists.Key...

  • Director of Bank Loan Operations

    7 days ago

    Hartford, Connecticut, United States MassMutual Full time

    Job SummaryWe are seeking a highly skilled Director to lead our Loan Asset Administration Center of Excellence. This role will oversee the end-to-end operations of our $35B Bank Loan portfolio, partnering with investment management, middle-office data management, and technology teams to monitor exposures, manage risk, and manage a team of specialists.Key...

  • Director of Bank Loan Operations

    7 days ago

    Hartford, Connecticut, United States MassMutual Full time

    Job SummaryWe are seeking a highly skilled Director to lead our Loan Asset Administration Center of Excellence. This role will oversee the end-to-end operations of our $35B Bank Loan portfolio, partnering with investment management, middle-office data management, and technology teams to monitor exposures, manage risk, and drive process improvement.Key...

  • Investment Accounting Manager

    1 week ago

    Hartford, Connecticut, United States Nassau Financial Group Full time

    About the RoleNassau Financial Group is seeking a highly skilled Investment Accounting Manager to join our team. As a key member of our finance department, you will be responsible for providing financial reporting and analysis to support our business growth.Key ResponsibilitiesPrepare and review financial statements, including balance sheets, income...

  • Hospitality Manager Trainee

    18 hours ago

    Hartford, Connecticut, United States Compass Group Careers Full time

    Job Title: Hospitality/Front of House Manager in TrainingWe are seeking a highly motivated and organized individual to join our team as a Hospitality/Front of House Manager in Training. This role will provide targeted training for an entry-level management position, focusing on areas such as marketing, customer service, retail, merchandising, purchasing,...

  • Front of House Management Trainee

    3 weeks ago

    Hartford, Connecticut, United States Compass Group Careers Full time

    Position OverviewFLIK Hospitality Group is actively seeking candidates for the Front of House Management Trainee role.Location: Opportunities available nationwide.Schedule: Full-time, details to be discussed during the interview process.Compensation: Starting at $58,500, based on location and experience.*Internal Employee Referral Bonus AvailableEnjoy...

  • Wealth Management Consultant

    4 weeks ago

    Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    Join Our Team as a Wealth Management ConsultantLifetime Recruiting Strategies is on the lookout for experienced sales professionals to enhance our global brand. This is an opportunity to embark on a rewarding career in the financial services sector, with comprehensive training provided.We seek individuals who are not new to the field; this role is designed...

  • Investment Director

    3 days ago

    Hartford, Connecticut, United States Nassau Full time

    Job SummaryNassau Financial Group is seeking a seasoned investment professional to join our Structured Investments team as a Director or Managing Director. This role will be responsible for analyzing and making buy/sell recommendations on investment offerings, as well as managing existing portfolio assets.Key ResponsibilitiesNew Investments:Source and...

  • Entry-Level Hospitality Management Trainee

    3 weeks ago

    Hartford, Connecticut, United States Compass Group Careers Full time

    Position OverviewCompass Group is seeking candidates for the Hospitality/Front of House Manager in Training role. This position offers a unique opportunity to develop management skills in a dynamic environment.Location: Opportunities available nationwide.Work Schedule: Full-time, specifics to be discussed during the interview process.Compensation: Starting...

  • Investment Reporting Specialist

    7 days ago

    Hartford, Connecticut, United States Atlas Search Full time

    Investment Reporting Analyst OpportunityAtlas Search is seeking a skilled Investment Reporting Analyst to support the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants.About the Role:Compile reports and documents from various sources, ensuring accuracy and consistency.Collaborate with portfolio...

Cash & Securities Management Consultant, Investment Operations

3 months ago

Hartford, Connecticut, United States MassMutual Full time
Cash & Securities Management Consultant, Investment OperationsFull-TimeSpringfield, MA

The Opportunity


As an Cash & Securities Management Consultant in our Investment Operations organization, you are responsible for transaction processing and oversight over the lifecycle of invested assets and their portfolios for the Company.

This includes assisting in onboarding new managers and investment types, relationship management, customer support, calculation of forecast and funds available investing, general ledger balancing, reporting, reconciliations, payment validations, and complex transaction processing.

The Team

The Investment Operations team is agile and works independently, yet collaboratively.

All members are held accountable and are encouraged to grow in the role via peer to peer training, education and industry participation.


To be successful on this team, you must have a strong attention to detail, be able to multi-task, thrive in a fast-paced work environment, have strong interpersonal skills and have a continuous improvement mindset.


The Impact:


As a Cash & Securities Management Consultant, you will need to have working knowledge of back office securities operations functions.


You will maintain the lifecycle of the assets in accordance with established policies and procedures, which may include:Forecast and validate expected cash flows related to investments.

Research, analyze, validate and process security related transactions (redemptions, corporate actions, etc) on the accounting system, many times collaborating with others across the organization.

Perform reconciliations, including exception oversight, analysis and resolutionTriage and prioritize scheduled work as well as ad-hoc requests as receivedPartner with vendors, banks and Investment ManagersMaintain and improve workflows and procedures as needed

The Minimum Qualifications5+ years working in the financial services sector in similar investment operations capacity

The Ideal QualificationsFour-year Bachelor's Degree preferredExperienced in back-office securities operations or similar (reconciliation of cash to receivables/payables)Advanced knowledge and experience using Microsoft Office products (primarily Excel, PowerPoint)Banking and Treasury experienceMust be eligible to work in the United States without sponsorship now or in the futureAbility to problem solve and resolve issues independently, and know when to escalate appropriatelyExcellent verbal and written communication skillsStrong inter-personal skills to facilitate building positive working relationshipsRisk and controls awarenessAbility to multi-task and thrive in a fast-paced environmentStrong attention to detailRecognition of patterns and trends in data operations and identify opportunities for improving processes and systems

What to Expect as Part of MassMutual and the TeamRegular meetings with the Investment Operations teamFocused one-on-one meetings with your managerAccess to mentorship opportunitiesNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-MM1MassMutual 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.

#J-18808-Ljbffr