- Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS
- Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis and dissemination of significant amounts of information with attention to detail and accuracy.
- Interpret loan profitability requirements into meaningful insights to allow for rapid decision making.
- Identification/development of key performance indicators applicable to analysis.
- Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team
- Develop presentation materials, and meeting collateral for Advisor Loan programs
- Consult while providing directional guidance to data users.
- Perform reporting and system testing related to system enhancements in scheduled timeframes.
- High School Diploma
- 3+ years experience in a client-facing analytics, strategy consulting, or financial analysis position in the financial services or insurance industry
- 1+ year advanced experience with Excel
- Bachelor's Degree
- Experience measuring/assessing financial risk
- Experience analyzing datasets, identifying actionable insights, and communicate findings via presentations and/or dashboards
- Experience presenting simple and compelling stories to audiences of all levels
- Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement
- Excellent written and verbal communication skills
- Tableau and/or SAS software experience
- Excel VBA experience
- Regular meetings with the Head of MMLIS Advisor Loan Programs
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- 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.
Deal Analyst - Boston, United States - MassMutual
Description
The Opportunity
The Deal Analysts will work directly with the Head of MMLIS Advisor Loan Programs to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.
The Team
Our team is high performing and focused on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management.
The Impact:
Align with the Head of MMLIS Advisor Loan Programs on:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-CR41
Salary Range:
$90,500.00-$118,700.00At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure – it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our