Investment Operations Consultant

MassMutual•Springfield, MA

2d•Hybrid

About The Position

We are seeking a detail-oriented and client-focused Investment Operations Consultant to join our growing Private Wealth Custom Portfolio Solutions team. The role will support the efficient implementation, monitoring, and servicing of client investment portfolios. Your work will be fast-paced and innovative and will require marshaling resources across the organization. You'll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.

Requirements

Bachelor's degree
2+ years experience in investment operations, trading, or portfolio implementation
Candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Nice To Haves

Experience in wealth management or client portfolio management environments
Familiarity with best execution principles, trade lifecycle, and portfolio rebalancing workflows
Series 66 and/or Series 7 at time of application
Exceptional analytical, problem solving, and communication skills

Responsibilities

Ensuring timely and accurate trade processing, including order entry, allocation, and post-trade reconciliation
Coordinating with custodians and trading platforms to achieve efficient execution and resolve trade-related issues
Monitor trade activity to ensure alignment with investment models, client restrictions, and regulatory requirement
Monitor portfolios for data integrity (e.g., cost basis, holdings accuracy, model alignment) and proactively resolve discrepancies
Identify and escalate trade errors, operational risks, and process gaps; contribute to remediation efforts
Support continuous improvement of workflows, automation, and scalability across portfolio operations
Contributing to the growth of the MassMutual Private Wealth business.
Identify opportunities to improve operational efficiency, scalability, and accuracy.