Corporate Transactions and Investments Lead - Boston - MassMutual

    MassMutual
    MassMutual Boston

    21 hours ago

    Description
    Corporate Transactions and Investments Lead
    Treasury and Capital Management
    Full-Time
    Boston, MA, New York, NY or Springfield, MA
    The Opportunity

    As the Corporate Transactions and Investments Lead, you will work in a fast paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions benefitting 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 which is a dynamic team of individuals with diverse backgrounds that are 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
    #LI-ST1
    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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