Investment Operations Analyst, Alternatives

The Opportunity

As an Investment Operations Analyst on the Alternative Investments Product team, you’ll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies. You will support a dedicated alternatives-focused team at the home office.

The Team

The Alternative and Structured Investment team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the high-net-worth space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.

Key Responsibilities

• Gain proficiency in operational platforms and subscription processes across products.
• Resolve account opening, maintenance, and client onboarding/service issues.
• Aid with quarterly compliance reviews of marketing materials.
• Support the annual RFI process.
• Participate in ad hoc projects and business research.
• Prepare monthly sales reports and invoices.
• Update Intranet Site and educational materials.
• Provide timely, accurate responses to Financial Advisors and their assistants.

The Minimum Qualifications

• Bachelor’s degree
• 2+ years of experience in operations or project management in the financial services industry

The Ideal Qualifications

• Demonstrated expertise in high-net-worth client management and familiarity with the Financial Advisor operating model.
• Working knowledge of alternative investment funds and related operational terms is advantageous.
• Superior interpersonal abilities with a strong commitment to problem-solving.
• Prominent ability to cultivate effective working relationships with colleagues, teams, and clients.
• Capable of managing multiple projects concurrently.
• Highly self-motivated and receptive to coaching.
• Assumes full ownership and accountability for assigned responsibilities.
• Possesses a strategic mindset and excels in cross-functional, collaborative environments.
• Experience in Alternative Investments.
• Thorough knowledge of FINRA/SEC rules and regulations.
• Possession of Series 7 and 63 licenses at the time of application

What You Can Expect At MassMutual

• 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.

Salary Range

$67,400-$88,400

What You Can Expect

At MassMutual, we offer 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.