Client Portfolio Analyst
About The Position
The Client Portfolio Analyst will join the Private Wealth Custom Portfolio Solutions Team. This full-time role is based in Boston or Springfield. The opportunity involves fast-paced and innovative work, requiring marshaling resources across the organization and frequent interaction with the broader Wealth Management organization to implement best practices of portfolio management. The role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high-quality experience for advisors and their clients. The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.
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
Nice To Haves
- Wealth management or client portfolio management experience
- CFA or other industry designations
- Exceptional analytical, problem solving, and communication skills
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
Benefits
- Competitive salaries
- Incentive and bonus opportunities
- Bonus target or Variable Incentive Compensation component
- Learning, development, and internal networks
- Employee-led communities and forums
- Strong, stable and ethical business with industry leading pay and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
