Institutional Insurance Investment Product Analyst

MassMutual

. Produce and enhance recurring investment, liquidity, stable value, experience-rating, death claim, monthly claim, and in-force reports .

Posted 11/9/2026full-timeSpringfield • Massachusetts • United StatesMid-LevelSenior💰 $95,100 - $124,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment products and financial services, with a strong focus on data analysis, reporting, and operational controls. Proficient in managing complex data sets and communicating findings effectively to diverse stakeholders.

Highest-signal resume keywords

Investment Products ExperienceData Analysis ProficiencyExcel ExpertiseFinancial Reporting SkillsCollaboration and Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative Financial ReportingRisk AnalysisData ReconciliationOperational ReportingTrend Analysis

Soft Skills

Attention to DetailOrganizational SkillsStrong JudgmentCustomer FocusAbility to Influence Outcomes

Tools & Technologies

ExcelBloombergMorningstarMercer AnalyticsState Street PayHub

Certifications & Qualifications

Investment DesignationsInsurance DesignationsActuarial Designations

Industry Keywords

Institutional InsuranceLife InsuranceBOLICOLIICOLI

About the role

Key responsibilities & impact

Produce and enhance recurring investment, liquidity, stable value, experience-rating, death claim, monthly claim, and in-force reports
Validate data and explain results to internal and client-facing stakeholders
Reconcile Institutional Insurance accounts held with custodians and fund administrators using State Street PayHub and other resources
Investigate and resolve balance, cash-flow, trade, and data issues with internal teams and external providers
Coordinate fund subscriptions, transfers, redemptions, and large-trade monitoring
Maintain current product forms, reference guides, investment documentation, and related procedures
Perform trend, variance, and risk analysis across investment and insurance data
Support stable value and experience-rated program oversight, enterprise risk inventory assessments, and ad hoc analyses
Respond to questions from internal staff, wholesalers, agents, intermediaries, and clients regarding funds, reports, and processes
Coordinate access to quarterly performance calls and distribute current fund materials
Develop and maintain procedure documentation and strengthen data quality and operational controls
Automate or streamline recurring work and participate in cross-functional initiatives
Support system enhancements and defect resolution using contract, historical, and legal resources

Requirements

What you’ll need

Bachelor’s degree
5+ years of experience in investment products, financial services, life insurance, institutional insurance, actuarial support, accounting, investment operations, or a related field
5+ years of experience producing or interpreting quantitative financial, investment, actuarial, risk, or operational reporting
5+ years of experience using Excel or comparable analytical tools to reconcile data, perform analysis, and communicate findings
Experience supporting BOLI, COLI, ICOLI, private placement life insurance, separate accounts, insurance-dedicated funds, stable value, or experience-rated insurance products
Knowledge of investment operations, including subscriptions, redemptions, transfers, cash and position reconciliation, fund administration, custody, and investment performance reporting
Experience working with custodians, fund administrators, investment managers, brokers, consultants, or other third-party providers
Proficiency with Excel and experience with Bloomberg, Morningstar, Mercer Analytics, State Street PayHub, data visualization, database, or programming tools
Willingness to learn other data analysis tools as they become available
Ability to validate large or complex data sets, identify trends and anomalies, document assumptions, and translate analysis into clear business recommendations
Strong judgment, attention to detail, and organizational skills, with the ability to manage recurring deliverables and competing priorities
Strong written and verbal communication skills, including the ability to explain investment and quantitative concepts to technical and nontechnical audiences
Demonstrated collaboration, customer focus, accountability, and ability to influence outcomes across functions without direct authority
Progress toward or completion of relevant investment, insurance, actuarial, or financial services designations

Benefits

Comp & perks

Incentive and bonus opportunities
Networking opportunities, including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran, and disability-focused Business Resource Groups
Access to learning content on Degreed and other professional development platforms
Industry leading pay and benefits
Inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone