Investment Strategy Analyst
MassMutual, Boston, MA, United States
Investment Strategy Analyst
Investment Strategy Team
Full-Time
Boston, MA
The Opportunity
As a member of the Investment Strategy team, you will work in a fast-paced, analytical, and highly collaborative environment to develop research-driven content and insights that inform portfolio decisions and clearly communicate MassMutual’s investment strategy to internal and external stakeholders. You will help connect market and macro views, portfolio positioning, and asset‑allocation considerations into a cohesive narrative that supports disciplined decision-making.
The Team The Investment Strategy Team is responsible for critical functions supporting management of MassMutual’s and MassMutual Ascend’s GIAs, sustainability, and communication of MassMutual’s macro views and investment philosophy to key stakeholders. The team is tasked with quantitative analysis, asset allocation, asset‑liability management, communication and fundamental research aimed at maximizing returns for our policyholders. The team is collaborative, inclusive, and plays off of each other’s strengths to solve complex problems. Working on this team, you will have the opportunity to interact with various internal stakeholders including MassMutual’s Finance and Enterprise Risk Areas and Barings, as well as MassMutual’s wholly‑owned asset manager. Team members are intellectually curious, have a passion for markets, and a drive to succeed.
The Impact:
Research Content & Presentation Support – Draft, edit, and maintain recurring and ad hoc materials (e.g., market notes, strategy updates, executive summaries, presentations, and briefing materials). Compile inputs and analysis into clear, concise, and visually effective outputs tailored to different audiences.
Portfolio Analytics & Reporting – Support monitoring of portfolio positioning, investment activity, performance, and key risk/return metrics across asset classes (with an emphasis on fixed income and private assets). Produce routine reporting and ad hoc analyses (tables, charts, and commentary) to enable portfolio and asset‑allocation discussions.
Market & Macro Monitoring – Track key market and macroeconomic indicators, summarize developments, and highlight potential portfolio implications. Support scenario and sensitivity analyses by combining research, quantitative work, and stakeholder inputs.
Stakeholder & Manager Coordination – Gather, organize, and quality‑check portfolio, market, and manager information from internal and external partners (including asset managers). Convert inputs into decision‑ready summaries, dashboards, and presentation materials that align to MassMutual’s objectives, constraints, and insurance‑account context.
Process, Data & Quality Improvement – Enhance repeatable reporting processes, templates, and data workflows to improve accuracy, timeliness, and consistency. Support special projects by partnering across Finance, Risk, and Investments to deliver well‑documented analysis and polished communications.
The Minimum Qualifications
Bachelor's degree
1+ years of professional experience with investments including experience in a research or investment management role
The Ideal Qualifications
Advanced degree in Finance or MBA
CFA designation (or proven progress towards completion)
Possessing, or the ability to develop, a working knowledge of financial modelling
Experience in fixed income or private assets
Experience with Bloomberg and/or Bloomberg API
Excellent written and verbal communication skills with demonstrated ability to translate complex investment topics into clear, stakeholder‑ready content; strong attention to detail and ability to manage multiple priorities
Ability to manipulate and analyze large data sets using Excel and related tools; comfort creating charts/visuals to support presentation‑ready materials
What to Expect as Part of MassMutual and the Team
Regular meetings with the Investment Strategy Team
Focused one‑on‑one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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The Team The Investment Strategy Team is responsible for critical functions supporting management of MassMutual’s and MassMutual Ascend’s GIAs, sustainability, and communication of MassMutual’s macro views and investment philosophy to key stakeholders. The team is tasked with quantitative analysis, asset allocation, asset‑liability management, communication and fundamental research aimed at maximizing returns for our policyholders. The team is collaborative, inclusive, and plays off of each other’s strengths to solve complex problems. Working on this team, you will have the opportunity to interact with various internal stakeholders including MassMutual’s Finance and Enterprise Risk Areas and Barings, as well as MassMutual’s wholly‑owned asset manager. Team members are intellectually curious, have a passion for markets, and a drive to succeed.
The Impact:
Research Content & Presentation Support – Draft, edit, and maintain recurring and ad hoc materials (e.g., market notes, strategy updates, executive summaries, presentations, and briefing materials). Compile inputs and analysis into clear, concise, and visually effective outputs tailored to different audiences.
Portfolio Analytics & Reporting – Support monitoring of portfolio positioning, investment activity, performance, and key risk/return metrics across asset classes (with an emphasis on fixed income and private assets). Produce routine reporting and ad hoc analyses (tables, charts, and commentary) to enable portfolio and asset‑allocation discussions.
Market & Macro Monitoring – Track key market and macroeconomic indicators, summarize developments, and highlight potential portfolio implications. Support scenario and sensitivity analyses by combining research, quantitative work, and stakeholder inputs.
Stakeholder & Manager Coordination – Gather, organize, and quality‑check portfolio, market, and manager information from internal and external partners (including asset managers). Convert inputs into decision‑ready summaries, dashboards, and presentation materials that align to MassMutual’s objectives, constraints, and insurance‑account context.
Process, Data & Quality Improvement – Enhance repeatable reporting processes, templates, and data workflows to improve accuracy, timeliness, and consistency. Support special projects by partnering across Finance, Risk, and Investments to deliver well‑documented analysis and polished communications.
The Minimum Qualifications
Bachelor's degree
1+ years of professional experience with investments including experience in a research or investment management role
The Ideal Qualifications
Advanced degree in Finance or MBA
CFA designation (or proven progress towards completion)
Possessing, or the ability to develop, a working knowledge of financial modelling
Experience in fixed income or private assets
Experience with Bloomberg and/or Bloomberg API
Excellent written and verbal communication skills with demonstrated ability to translate complex investment topics into clear, stakeholder‑ready content; strong attention to detail and ability to manage multiple priorities
Ability to manipulate and analyze large data sets using Excel and related tools; comfort creating charts/visuals to support presentation‑ready materials
What to Expect as Part of MassMutual and the Team
Regular meetings with the Investment Strategy Team
Focused one‑on‑one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
#J-18808-Ljbffr