Investment Operations Analyst, Alternatives

Investment Operations Analyst, Alternatives

Alternatives & Structured Investments Team

Full-time

Boston MA

The Opportunity
As an Investments Operations Analyst on the Alternative Investments Product team, youll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies. You will support a dedicated alternatives-focused team at the home office.

The Team

The Alternative and Structured Investment teams mission is to empower advisor practices, agencies, and MassMutual to excel in the high-net-worth space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.

The Impact:

As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings.

Key responsibilities:

• Gain proficiency in operational platforms and subscription processes across products.

• Resolve account opening, maintenance, and client onboarding/service issues.

• Assist with quarterly compliance reviews of marketing materials.

• Support the annual RFI process.

• Participate in ad hoc projects and business research.

• Prepare monthly sales reports and invoices.

• Update Intranet Site and educational materials.

• Provide timely, accurate responses to Financial Advisors and their assistants.

The Minimum Qualifications

• Bachelors degree

• 2+ years of experience in operations or project management in the financial services industry

• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

• Demonstrated expertise in high-net-worth client management and familiarity with the Financial Advisor operating model.

• Working knowledge of alternative investment funds and related operational terms is advantageous.

• Superior interpersonal abilities with a strong commitment to problem-solving.

• Proven ability to cultivate effective working relationships with colleagues, teams, and clients.

• Capable of managing multiple projects concurrently.

• Highly self-motivated and receptive to coaching.

• Assumes full ownership and accountability for assigned responsibilities.

• Possesses a strategic mindset and excels in cross-functional, collaborative environments.

• Experience in Alternative Investments.

• Thorough knowledge of FINRA/SEC rules and regulations.

• Possession of Series 7 and 63 licenses at the time of application

What You Can Expect at MassMutual

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes

• A collaborative environment where perspectives are welcomed

• Access to learning, development, and internal networks that support continuous growth and skill-building over time

• Employee-led communities and forums that foster connection, learning, and inclusion across the organization

• A culture grounded in integrity, responsibility, and stewardshipsupported by a company with a strong legacy and a future-focused mindset

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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.

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