Alternative Investment Analyst

MassMutual • Boston, MA

4d

About The Position

This Alternative Investment Analyst will be primarily responsible for the on-going monitoring of MassMutual Investment Management’s alternative investment portfolio, covering various asset classes including: private equity, real estate, opportunistic credit, commercial mortgage loan and renewable energy. There is additional opportunity for the Analyst to evaluate and diligence prospective investments alongside senior members of the team. The Alternative Investment team sits within MassMutual Investment Management and invests globally through funds and separate accounts. The team is small, close-knit, and highly collaborative. This role will be a critical full-time member of the team. Team members are motivated by a shared goal to source attractive investment opportunities for MassMutual’s General Investment Account. The Alternative Investment Analyst will support the alternative investment program, working closely with portfolio managers, external asset managers, and other team members across the Investment Management group.

Requirements

• Bachelor’s degree
• 3+ years of of investment experience
• 3+ years of experience with reporting and analysis using Microsoft Office (Excel and Power Point)

Nice To Haves

• Have a working understanding of various asset classes across the alternative investment landscape
• Excellent communication and interpersonal skills
• Strong organizational, analytical, and problem-solving skill set
• Experience in accounting and information systems
• CFA charter holder, or a current candidate in the CFA program
• Strong understanding operational, accounting, and legal aspects of investments
• Demonstrated success partnering with portfolio managers / senior managers

Responsibilities

• Evaluate and manage existing reporting and monitoring procedures and systems and propose improvements
• Lead fund performance and commitment data reporting on a quarterly basis, working closely with various teams to improve the process and solve issues
• Reconcile and monitor reported quantitative fund performance with the historical analyst’s understanding of the status and performance of said fund and capturing this reconciled understanding as a quarterly performance grade.
• Track and analyze fund consent forms, voting proxies, and ongoing fund or manager changes
• Maintain and organize a file repository for all fund investments reports
• Serve as the primary deal analyst for certain legacy limited partnership investments
• Design and build quantitative models at the request of portfolio managers in support of underwriting new investments
• Provide regular and adhoc reports and data requests for both internal and external IM stakeholders

Benefits

• Regular meetings with the Alternatives Investments team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQA+, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level