Investment Consultant

MassMutual   •  

Springfield, MA

Industry: Finance & Insurance

  •  

11 - 15 years

Posted 39 days ago

Description

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MMLIS Investment Management is focused on retaining and growing assets by providing an ecosystem of investment tools, resources and solutions to advisors. Given the increased demand for the team's investment services we are seeking to add an additional experienced member to the team. The ideal candidate should have significant prior experience in asset allocation and portfolio management. The Investment Consultant provides a variety of crucial functions in portfolio construction including model creation, model modification, and manager/vehicle selection. In addition, the IC conducts performance analysis and portfolio diagnostics to identify trends, opportunities and potential risks. The IC will lead various investment research initiatives which culminate in presentations and/or publications to the field.

Key responsibilities:

  • Serve as subject matter expert on a variety of investment topics
  • Create asset allocation models and identify managers for each investment category
  • Lead the establishment of home office managed asset allocation models
  • Provide guidance on vehicle and manager selection
  • Conduct analysis on existing portfolios across all risk objectives and styles
  • Lead investment research on topics that provide guidance, assistance and education to MMLIS advisors

Qualifications:

  • In-depth understanding of asset allocation, investment management, portfolio construction and risk management principles
  • High level of expertise across investment categories and vehicle types (mutual funds, ETFs, SMA, etc.)
  • Adept at analyzing qualitative and quantitative information to provide investment solutions
  • High proficiency with Microsoft Office (Excel, Word, PowerPoint)
  • Refined communication skills and strong executive presence; commitment to providing high quality service to advisors
  • Bachelor's degree; advanced degree preferred
  • CFA required
  • FINRA Series 7
  • 10+ years of experience in Financial Services