Head of Investment Data Strategy and Governance

4 weeks ago


Boston, United States MassMutual Full time
Job Description

The Opportunity

Investment 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 Finance, Enterprise Technology, Corporate PMO, MassMutual affiliates and external third parties.

The Team

The Investment Data Strategy 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 departments strategic initiatives, Investment Compliance, and Investment Due-Diligence.

The Impact

A successful person in this role will exhibit strong leadership and communication skills, a passion for learning, and resilience.  The ideal candidate will easily adapt to changing priorities, manage time across multiple initiatives, and be comfortable discussing investment topics with teams across the organization.

Your responsibilities would include, but are not limited to leading a team that will:

  • Ensure that our strategy for sourcing, aggregating, distributing, and governing Investment data adequately that meets the broad requirements of the end-to-end investment management process
  • Partner with project and development teams to ensure solutions align with our investment data strategy 
  • Drive tangible business value through the delivery and adoption of data governance practices including accountability model, data quality measurement, data catalog, and data consumer engagement
  • Partner with teams across the organization by applying investment knowledge and other technical skills to help address data issues and implement data ecosystem enhancements
  • Play a leading role in the design and implementation of MassMutual’s target operating model for Investment Operations
  • Provide investment portfolio reporting and analysis for the Portfolio Management team, MassMutual’s business and corporate units, the Investment Committee of the Board of Directors, and external rating agencies
  • Advance the interests of the department by serving in working groups outside of Investment Management when appropriate
  • Oversee Investment Management’s budget for market data and technology suppliers

The Minimum Qualifications

  • Bachelor’s degree
  • Minimum of 12 years of investment data experience
  • Experience developing and leading high-performing, diverse teams
  • Experience as a leader in an Investment Management function
  • Proficient in MS Office Suite (Teams, Excel, PowerPoint, and Word)
  • Experience in analyzing data using business intelligence software such as: MicroStrategy, IBM Cognos, Tableau or other equivalent reporting tools
  • Strong understanding of various types of investment instruments including fixed income and equity securities, alternatives, and derivatives for reporting and analysis
  • Strong communication skills and ability to condense analyses into written and oral presentations and actionable recommendations to portfolio managers

The Ideal Qualifications

  • Experience with the insurance industry including a working knowledge of statutory investment accounting requirements
  • Proven strategies for employing a disciplined approach and detail orientation, with proven results in managing multiple deliverables
  • Possesses excellent analytical, critical thinking and problem-solving skills
  • Team Player / Relationship Building: Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituencies; leverages the ability to deliver effectively.

#LI-IZ1

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.

  • Boston, Massachusetts, United States MassMutual Full time

    Job Title: Head of Investment Data Strategy and GovernanceAbout the RoleWe are seeking a highly skilled and experienced professional to lead our Investment Data Strategy team. As the Head of Investment Data Strategy and Governance, you will be responsible for defining, communicating, and driving forward the data strategy for our Investment Management...


  • Boston, United States MassMutual Full time

    The OpportunityInvestment 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...


  • Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....


  • Boston, United States H.I.G. Capital Full time

    Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $65 billion of assets under management. The H.I.G. family of funds includes private equity, growth equity, real estate, debt/credit, lending and BioHealth. We align ourselves with committed management teams and entrepreneurs and help build businesses of significant value....


  • Boston, Massachusetts, United States The Ceres Group Full time

    Job Title: Head of Data ManagementAt The Ceres Group, we are seeking a seasoned professional to lead our data management function. As the Head of Data Management, you will be responsible for developing and implementing a data strategy that enables insights to better service and manage our clients.Key Responsibilities:Develop and maintain data platforms to...


  • Boston, United States MassMutual Full time

    Job DescriptionThe OpportunityInvestment Management (IM) is looking for a highly motivated and experienced leader to lead Investment Management’s strategic initiative planning and execution. This individual will be the primary liaison between our business and the newly formed Corporate Functions PMO. Additionally, they will also lead creating a...


  • Boston, United States MassMutual Full time

    The OpportunityInvestment Management (IM) is looking for a highly motivated and experienced leader to lead Investment Management’s strategic initiative planning and execution. This individual will be the primary liaison between our business and the newly formed Corporate Functions PMO. Additionally, they will also lead creating a communications strategy...


  • Boston, Massachusetts, United States Blue Cross and Blue Shield Association Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Data Governance and Analytics to join our team at Blue Cross Blue Shield of Massachusetts. As a key member of our organization, you will be responsible for developing and executing our data governance and analytics strategy, ensuring the highest quality and trustworthiness of our data,...


  • Boston, Massachusetts, United States Global Atlantic Full time

    Job Title: Tableau AssociateCompany OverviewGlobal Atlantic Financial Group is a leading provider of life insurance and annuity products in the U.S. market. As a subsidiary of KKR, a global investment firm, we offer a unique blend of financial expertise and innovative solutions. Our commitment to collaboration and innovation drives our success, and we're...


  • Boston, United States MassMutual Full time

    ** The Opportunity** We are seeking a highly experienced and motivated Senior Program Manager to design the strategy for and manage a long-term program to implement the target state operating model of our investment operations and accounting capabilities. This program will optimize and transform the people, process, and technology-related execution of these...


  • Boston, United States MassMutual Full time

    Job DescriptionStrategic Planning & Delivery (SP&D) was established in 2019 as a Transformation office to accelerate progress towards MassMutual’s aspirations. These aspirations are rooted in the purpose we’ve long held and, in the vision, that we all share: To provide financial well-being for all Americans. SP&D’s current mission is to govern the...


  • Boston, United States The Ceres Group Full time

    Job Title:Head of Data Management Job Function:Data Analyst Location:Boston, MA Industry:Banking Job Number:JO-1904-1207Reporting to the Chief Technology Officer, the Head of Data Management is responsible for the build out of the data management function, including a data strategy to enable insights to better service and manage our clients.  Be a part of...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Senior Manager, Data Governance This is a unique opportunity to join a newly formed Governance team within Enterprise Finance Shared Services.This team will help design and execute policies, procedures, and general governance processes for Enterprise Finance Reporting and Analytics. Additionally, the team will help coach and inform any data...


  • Boston, United States Boston Partners Global Investors, Inc Full time

    Position: Head of Investment Operations & Performance Department: Investment Operations Report to: Director of Investment Operations Strategy Location: Boston Company Summary: Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value...


  • Boston, United States MassMutual Full time

    ** The Opportunity**We are seeking a highly experienced and motivated Senior Program Manager to design the strategy for and manage a long-term program to implement the target state operating model of our investment operations and accounting capabilities. This program will optimize and transform the people, process, and technology-related execution of these...


  • Boston, United States MASSMUTUAL Full time

    The Opportunity We are seeking a highly experienced and motivated Senior Program Manager to design the strategy for and manage a long-term program to implement the target state operating model of our investment operations and accounting capabilities. This program will optimize and transform the people, process, and technology-related execution of these...

  • Data Governance Lead

    2 months ago


    Boston, United States firstPRO, Inc Full time

    Data Governance LeadLocal to Boston candidates onlyNo Third-Party SubmissionsThe role we are looking to fill requires a leader who is not only strategic but also hands-on in enterprise data cataloging, metadata enrichment, and data governance strategy and planning.This position, requires someone who can create, own, and drive the overall strategy and vision...


  • boston, United States Boston Partners Full time

    Position: Head of Investment Operations & PerformanceDepartment: Investment OperationsReport to: Director of Investment Operations StrategyLocation: BostonCompany Summary:Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity...


  • Boston, United States Boston Partners Full time

    Position: Head of Investment Operations & PerformanceDepartment: Investment OperationsReport to: Director of Investment Operations StrategyLocation: BostonCompany Summary:Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity...


  • Boston, United States Boston Partners Full time

    Position: Head of Investment Operations & PerformanceDepartment: Investment OperationsReport to: Director of Investment Operations StrategyLocation: BostonCompany Summary:Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity...