Investment Performance and Analytics Associate conducting investment accounting and analysis for MassMutual. Collaborating with teams to enhance financial reporting and ensure compliance with regulations.
Responsibilities
Develops comprehensive data analysis and expectation of investment return and performance by major and minor assets type and perform flux analysis and provide insight into variance.
Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results.
Supports the Controller & Financial reporting team in providing accounting information such as financial statements, footnote schedules, regulatory reports and other management reports.
Effectively collaborates with accounting policy, the chief Investment office, tax, financial reporting capital management and business unit controllers.
Lead the research and implementation of new GAAP investment accounting requirements and determines the accounting process for new investments and investment related transactions.
Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
Initiates and/or leads increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities.
Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, improve employee engagement and customer satisfaction.
Requirements
Bachelor’s degree or equivalent experience
4+ years of data analytics, performance measurement, accounting or financial reporting experience in Assets Management or Financial Services industry
Prior exposure to investment accounting, subsidiary ledger processing and related investment matters a plus!
CPA or CFA progress towards preferred
Experience working on big data, logical analytics and ratio analysis
Preferred experience working with and supporting several corporate units
Preferred experience working in a Lean Six Sigma environment with strong root cause problem solving experience
Ability to partner with and influence business leaders and peers in investment process redesign and improvements
Experience using investment data and information to analyze and communicate the implications of investment accounting and ERP tools (SAP, Hyperion, NetSuite, etc.)
Intellectual curiosity to continue learning and adding breadth and depth to understanding.
Finance & Controlling Manager in a fast - growing pet food company focusing on reporting and analytics. Collaborating closely with management to enhance financial decision - making.
Associate Vice President ensuring high - quality financial information delivery at Revantage. Overseeing portfolio accounting and financial reporting for Blackstone's investments in Asia.
Finance Officer handling day - to - day financial transactions for globally recognized architecture practice. Collaborating with teams in New York and Rotterdam for financial operations.
Finance Director leading financial strategy and management at a regulated financial services firm in the UK. Collaborating with senior leadership on governance, compliance, and operational resilience.
Finance Analyst supporting project management financial operations at JLL. Ensure financial integrity, manage budgets, and collaborate with stakeholders across projects.
Analista de Orçamento e Planejamento Financeiro at V.tal managing the company's budget and financial projections. Collaborating with teams to ensure effective financial support and strategic decision - making.
Senior Regional Manager providing leadership and mentorship to financial planning teams at TD Wealth. Focused on client relationships, business development, and team growth in a dynamic environment.
Senior Financial Analyst supporting Products & Services portfolio in a ~$1.6B healthcare organization. Collaborating with executives on budgeting, forecasting, and strategic planning.
Junior finance professional at Elutions CH GMBH handling financial processing and production operations in Switzerland. Ideal for detail - oriented individuals early in their finance career.