Investment Strategy Analyst

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 and stakeholders including MassMutual’s Finance and Enterprise Risk Areas and Barings, 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

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Salary Range:

$92,800-$121,800

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplis