MassMutual
Corporate Transactions and Investments Lead
Join to apply for the Corporate Transactions and Investments Lead role at MassMutual.
Full-Time
Boston, MA, New York, NY or Springfield, MA
The Opportunity Role As the Corporate Transactions and Investments Lead, you will work in a fast‑paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions that benefit the long‑term financial strength and flexibility of MassMutual. This role will have the opportunity to work with the Head of Rating Agency Relations and Transaction Analysis on key finance initiatives:
Review performance and allocation of MassMutual’s corporate investment account, including liquidity, investment allocation, and returns, against expectations and investment guidelines
Review performance of seed capital investments of MassMutual, including return on capital and tracking against the expected timelines for returning seed funding
Advise the executive team on key strategic investments and sales initiatives on the impact to MassMutual, including impacts to the CIA, statutory and economic capital, and long‑term profitability
Provide comprehensive analysis to executive team on M&A, reinsurance, and debt capital markets opportunities
The Team The Corporate Transactions and Investments Lead is a member of the Treasury Organization, a dynamic team of individuals with diverse backgrounds focused on:
Understanding actual and projected trends of regulatory capital, operating liquidity, financial flexibility and earnings levels so that they may develop strategies to improve financial performance to support maximizing value
Being expert at various capital frameworks and serving as an advocate for the Company in various industry or internal groups
Minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible
The Impact This role will help drive strategic decisions around the allocation and expected returns of MassMutual’s surplus investments, as part of the Treasury organization’s financial stewardship role, and deliver analysis to inform strategic decision‑making:
Responsible for refreshing, oversight and compliance of MassMutual Corporate Investment Account (CIA) investment guidelines, including regular reporting, policy compliance testing, projections, recommending risk mitigation strategies working with Investment Management and Enterprise Risk Management
Provide valuable insights to corporate development, reinsurance development, and business partners on use of our surplus assets
Collaborate with financial planning and analysis colleagues to project and analyze CIA balance sheet and income statement
Establish, enhance and maintain internal controls and consistently improve upon a strong control environment
The Minimum Qualifications
BS in accounting, finance, business, actuarial science or a related field
10+ years of progressive experience in finance, investment, or actuarial roles, including capital management, product pricing (retail and institutional insurance products), or enterprise risk management, etc.
Strong multi‑tasking skills and ability to adapt to change
Ability to proactively take ownership of projects and drive them through to completion
Ability to perform independent research, collaborate with partners in investments and enterprise risk management, and deliver analyses and recommendations to senior management
The Ideal Qualifications
FSA or career ASA
Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance transaction analysis
Experience balancing rating agency, regulatory capital, tax, accounting, and economic considerations
Knowledge of US GAAP and statutory accounting
Experience leading cross‑functional projects with competing constraints through to success
Experience working in a Finance transformational setting; driving change and managing competing priorities
Detail‑oriented with demonstrated oral and written communication skills
What to Expect as Part of MassMutual and the Team
Regular meetings with the Treasury and other Financial Planning & Analysis teams
Focused one‑on‑one meetings with your manager
Access to mentorship and development opportunities
Access to a collaborative network within the team with connected objectives
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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
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.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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Full-Time
Boston, MA, New York, NY or Springfield, MA
The Opportunity Role As the Corporate Transactions and Investments Lead, you will work in a fast‑paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions that benefit the long‑term financial strength and flexibility of MassMutual. This role will have the opportunity to work with the Head of Rating Agency Relations and Transaction Analysis on key finance initiatives:
Review performance and allocation of MassMutual’s corporate investment account, including liquidity, investment allocation, and returns, against expectations and investment guidelines
Review performance of seed capital investments of MassMutual, including return on capital and tracking against the expected timelines for returning seed funding
Advise the executive team on key strategic investments and sales initiatives on the impact to MassMutual, including impacts to the CIA, statutory and economic capital, and long‑term profitability
Provide comprehensive analysis to executive team on M&A, reinsurance, and debt capital markets opportunities
The Team The Corporate Transactions and Investments Lead is a member of the Treasury Organization, a dynamic team of individuals with diverse backgrounds focused on:
Understanding actual and projected trends of regulatory capital, operating liquidity, financial flexibility and earnings levels so that they may develop strategies to improve financial performance to support maximizing value
Being expert at various capital frameworks and serving as an advocate for the Company in various industry or internal groups
Minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible
The Impact This role will help drive strategic decisions around the allocation and expected returns of MassMutual’s surplus investments, as part of the Treasury organization’s financial stewardship role, and deliver analysis to inform strategic decision‑making:
Responsible for refreshing, oversight and compliance of MassMutual Corporate Investment Account (CIA) investment guidelines, including regular reporting, policy compliance testing, projections, recommending risk mitigation strategies working with Investment Management and Enterprise Risk Management
Provide valuable insights to corporate development, reinsurance development, and business partners on use of our surplus assets
Collaborate with financial planning and analysis colleagues to project and analyze CIA balance sheet and income statement
Establish, enhance and maintain internal controls and consistently improve upon a strong control environment
The Minimum Qualifications
BS in accounting, finance, business, actuarial science or a related field
10+ years of progressive experience in finance, investment, or actuarial roles, including capital management, product pricing (retail and institutional insurance products), or enterprise risk management, etc.
Strong multi‑tasking skills and ability to adapt to change
Ability to proactively take ownership of projects and drive them through to completion
Ability to perform independent research, collaborate with partners in investments and enterprise risk management, and deliver analyses and recommendations to senior management
The Ideal Qualifications
FSA or career ASA
Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance transaction analysis
Experience balancing rating agency, regulatory capital, tax, accounting, and economic considerations
Knowledge of US GAAP and statutory accounting
Experience leading cross‑functional projects with competing constraints through to success
Experience working in a Finance transformational setting; driving change and managing competing priorities
Detail‑oriented with demonstrated oral and written communication skills
What to Expect as Part of MassMutual and the Team
Regular meetings with the Treasury and other Financial Planning & Analysis teams
Focused one‑on‑one meetings with your manager
Access to mentorship and development opportunities
Access to a collaborative network within the team with connected objectives
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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
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.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
#J-18808-Ljbffr