Investment Management Consultant
7 days ago
Investment Management Consultant
Full-Time
Springfield, MA or Boston, MA (Hybrid)
The Opportunity
Investment Management (IM) is looking for a highly motivated and engaged Investment Consultant. They must be task-driven and detailed orientated 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. Day-to-day tasks will be keeping accurate records of all incoming and current statements of work (SOW), procurement services agreements (PSA) for the Investment Management division with a heavy focus on end of year renewals. Other duties include new SOWs/PSAs, extensions, purchase orders, employee and contractor onboarding and offboarding, expenses, contract firm oversight while managing the associated budget. 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.
The Impact
- Regularly communicate with internal stakeholders including the line of business, legal, compliance and data security groups to assess risks specific to each Vendor contact/SOW
- Support the negotiation process with Procurement and suppliers to produce contracts that adhere to MassMutual contracting standards and meet business objectives. You will be responsible for planning and executing negotiation strategy in a timely manner while adjusting to changing circumstances
- Be an integral part of drafting and/or redlining contracts to ensure that MassMutual is adequately protected from risks by relying upon your skills to assess the impact of deviations from standards and engage internal stakeholders when required
- Understanding the business drivers behind contracts/SOWS and developing an execution plan
- Working closely with the Procurement team, and stakeholders as appropriate
- Serve as division’s records retention specialist and act as the division’s Unit Information Coordinator, managing information storage across the division with the support of identified sub coordinators
- Serve as backup personnel for invoice processing and purchase order setup in MassMutual’s vendor management system, Ariba
- 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
Minimum Qualifications
- Bachelor’s Degree OR in lieu of a bachelor’s degree, we require 10+ years in equivalent professional experience
- 5+ years of experience in the following areas:
- Contract evaluation, drafting and negotiation/redlining
- Managing supplier engagements and/or engaging with procurement-related functions
- Project coordination and/or advanced administration
The Ideal Qualifications
- 4+ years of experience with IT and technology related contracts including Software as a Service (SaaS), hardware, software licensing, IT professional services, etc
- Experience working with multiple procurement functions such as supplier and category management
- Can-do, positive attitude and comfortable working with senior, executive and external stakeholders with acute attention to detail
- 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
- Previous experience working in a financial services/insurance organization
- Strong knowledge of Excel, Ariba, Concur, SharePoint and other technology required to support the organization
- Strong Communication skills with the ability to communicate effectively using verbal and written methods to all levels of an 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 or ad-hoc needs arise
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
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.
-
Investment Management Consultant
3 weeks ago
Hartford, United States MassMutual Full timeInvestment Management ConsultantFull-TimeSpringfield, MA or Boston, MA (Hybrid)The Opportunity Investment Management (IM) is looking for a highly motivated and engaged Investment Consultant. They must be task-driven and detailed orientated while having clear and concise written and verbal communication skills with the ability to orchestrate multiple...
-
Investment Support Services Consultant
6 days ago
Hartford, Connecticut, United States MassMutual Full timeAdvisory Risk Oversight ConsultantAs an Advisory Risk Oversight Consultant at MassMutual, you will play a critical role in managing investment policies for the firm's investment advisory programs. You will work closely with a team of experienced professionals to construct and monitor investment policy guidelines, providing consultative operational support...
-
Investment Consultant
2 weeks ago
West Hartford, Connecticut, United States Fidelity TalentSource LLC Full timeAbout 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...
-
Investment Management Consultant
3 weeks ago
Springfield, MA, United States MassMutual Full timeInvestment Management ConsultantFull-TimeBoston, MA or Springfield, MAThe OpportunityWe’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...
-
Investment Management Consultant
3 weeks ago
Springfield, MA, United States MassMutual Full timeInvestment Management ConsultantFull-TimeSpringfield, MA or Boston, MA (Hybrid)The Opportunity Investment Management (IM) is looking for a highly motivated and engaged Investment Consultant. They must be task-driven and detailed orientated while having clear and concise written and verbal communication skills with the ability to orchestrate multiple...
-
Investment Consultant
4 days ago
, FL, United States Charles Schwab Full timeJoin Charles Schwab's Team as an Investment ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs an Investment Consultant at...
-
Client Service Associate, Investment Consultant
3 weeks ago
Hartford, Connecticut, United States Fiducient Advisors Full timeAbout 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...
-
Investment Consultant II
3 weeks ago
, NC, United States Bank of America Full timeJob DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through expert guidance and personalized service. As an Investment Consultant II, you will play a critical role in providing financial assistance to prospects and self-directed investors, identifying tailored solutions to meet their investment and saving...
-
Investment Portfolio Manager
2 days ago
, MA, United States Cabot Wealth Management Full timeInvestment Professional Wanted for Cabot Wealth ManagementCabot Wealth Management, a leading wealth management firm in Salem, MA, is seeking an experienced investment professional to join our team. The ideal candidate will have a strong background in research and portfolio management, with a focus on equity portfolios.The successful candidate will be...
-
Quantitative Investment Analyst
4 weeks ago
Hartford, CT, United States MassMutual Full timeRole: Quantitative Investment Analyst Investment Management Team: Quantitative Portfolio Management Position: Full-Time (3+ days in office per week) The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment accounts. This includes performing daily...
-
Quantitative Investment Analyst
4 weeks ago
Hartford, CT, United States MassMutual Full timeRole: Quantitative Investment Analyst Department: Investment Management Team: Quantitative Portfolio Management Location: Boston - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity: The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate...
-
Investment Compliance Specialist
3 days ago
Hartford, Connecticut, United States MassMutual Full timeJob Title: Investment Compliance ConsultantMassMutual is seeking a highly skilled Investment Compliance Consultant to join our team. As a key member of our Investment Compliance Team, you will be responsible for monitoring compliance with various regulations, guidelines, and policies for the Company's General Investment Account.The OpportunityAs a Compliance...
-
Quantitative Investment Analyst
4 weeks ago
Hartford, CT, United States MassMutual Full timeRole: -Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...
-
Wealth Management Consultant
1 month ago
Hartford, Connecticut, United States Lifetime Recruiting Strategies Full timeJoin 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...
-
Quantitative Investment Analyst
4 weeks ago
Hartford, CT, United States MassMutual Full timeRole: Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...
-
Institutional Insurance Investments Liaison
3 weeks ago
Hartford, CT, United States MassMutual Full timePOSITION SUMMARYMassMutual led the BOLI market in sales for majority of years in the past decade, reaching a peak of $2.4 billion in annual sales in 2021, and averaging $1 billion per year. MassMutual's BOLI/COLI institutional assets total nearly $30 billion. We are seeking an Investment Liaison to work with investment managers, BOLI producers, stable...
-
Hartford, Connecticut, United States MassMutual Full timeThe OpportunityMassMutual's Investment Management team is seeking a highly motivated and experienced leader to lead strategic initiative planning and execution. This individual will be the primary liaison between our business and the Corporate Functions PMO, driving efficient and effective design and architecture across the IM portfolio of strategic...
-
Hartford, Connecticut, United States MassMutual Full timeThe OpportunityMassMutual's Investment Management team is seeking a highly motivated and experienced leader to lead strategic initiative planning and execution. This individual will be the primary liaison between our business and the Corporate Functions PMO, driving efficient and effective design and architecture across the IM portfolio of strategic...
-
Head of Investment Data Strategy and Governance
4 weeks ago
Hartford, CT, United States MassMutual Full timeInvestment Management (IM) is looking for an energetic, intellectually curious individual with strong analytical skills to lead the Investment Data Strategy team. This role will be accountable for defining, communicating, and driving forward the data strategy for IM, partnering with teams across Investment Management, Enterprise Risk Management, Corporate...
-
Investment Reporting Specialist
2 weeks ago
Hartford, Connecticut, United States Atlas Search Full timeInvestment 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...