Job Description
Capital Transaction Analyst
Full-Time
Boston, MA or Springfield, MA, or New York, NY
The Opportunity
As the Capital Transaction Analyst, you will work in a fast-paced, innovative and collaborative environment analyzing and executing strategic transactions benefitting the long-term financial strength and flexibility of MassMutual. This individual contributor role will report directly to the Head of Capital Transaction Analysis within MassMutual’s Treasury organization and will have the opportunity to:
Collaborate across multiple teams including Corporate Development, Investment Management, Financial Planning & Analysis, and Enterprise Risk Management on key finance initiatives
Perform financial analysis on strategic transaction opportunities and formulate recommendations to optimize financial outcomes
Maintain and enhance the team’s analytical toolkit used to assess capital and financing implications, opportunities, and trade-offs across regulatory, rating agency, accounting, and economic frameworks
Monitor performance and allocation of MassMutual’s corporate investment account and seed capital investments, including liquidity, investment allocation, and returns, against expectations and investment guidelines
The Team
The Capital Transaction Analyst is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on:
Balancing between maximizing value for policyholders, and maintaining a strong financial position
Developing strategies to manage regulatory capital, operating liquidity, financial ratings and earnings
Ideating and executing balance sheet management transactions, while consulting on M&A activity, reinsurance opportunities, and strategic investments
The Impact:
As the Capital Transaction Analyst, you will contribute to reporting and analytics around our use and consumption of scarce resources and deliver analysis to inform strategic decision-making:
Provide valuable insights to the broader Treasury team, business partners, and senior leaders on use of our surplus assets and potential capital optimization opportunities
Enable senior leaders to make informed decisions supported by robust financial analysis
Minimize time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible
Contribute to a collaborate team culture; proactively highlight ways to improve the experience for yourself and other members of team; lead by example
The Minimum Qualifications
Bachelors degree
2+ years of progressive experience in any of the following; actuarial analysis, financial planning and analysis, corporate development, management consulting, investment management, or enterprise risk management
1+ years of experience performing financial analysis or financial optimization
The Ideal Qualifications
5+ years of progressive experience or obtainment of an ASA or CFA credential
Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance
Understanding of investments and/or asset-liability management
Knowledge of statutory, rating agency, and/or economic capital frameworks
Knowledge of US GAAP and statutory accounting
Strong multi-tasking skills and ability to adapt to change
Detail-oriented with demonstrated oral and written communication skills
Intellectual curiosity to continue learning and adding breadth and depth to understanding
What to Expect as Part of MassMutual and the Team
Regular meetings with the Treasury 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
#LI-BO1
Salary Range:
$90,500-$118,700At 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 accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
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.
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. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.