Client Portfolio Analyst

About the role

A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.

We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.

Responsibilities

• Helping create efficiencies and scale for an organization with meaningful growth potential
• Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
• Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
• Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends
• Collaborating with the broader investment organization designed around solving real client problems
• Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

Requirements

• Bachelor’s degree
• 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients
• Series 7 & 66 at time of application or must obtain within 180 days of hire

Qualifications

• Experience in wealth management or client portfolio management
• CFA or other industry designations
• Exceptional analytical, problem solving, and communication skills

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
• A collaborative environment where perspectives are welcomed
• Access to learning, development, and internal networks that support continuous growth and skill-building over time
• Employee-led communities and forums that foster connection, learning, and inclusion across the organization
• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

Pay

$82,000 - $107,600

Schedule

Full-time, Boston or Springfield