Investment - Valuation Senior Associate
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Full-Time

New York, NY, Boston, MA or Springfield, MA

About The Corporate Controller OrganizationThe Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.

Investment ControllershipFull-TimeNew York, NY, Boston, MA or Springfield, MAAbout The Corporate Controller OrganizationThe Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights.The OpportunityAs an Investment – Valuation Senior Associates in the Controllers Organization of Corporate Finance you will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it.You will be a SME on the team that manages and executes investments valuation, accounting and analysis for the entire MassMutual portfolio of $300B+, including oversight of reporting. You will thrive in a highly dynamic and agile investment environment, where we are focused on both execution and improvement of outcomes. If you want to continue your career as a part of a diverse team of highly motivated professionals who are focused on driving process improvement, meaningful analysis and control execution for insurance accounting activities, this role is for you!The TeamAs a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.The ImpactResponsibilitiesAs an Investment – Valuation Senior Associates in CFO division, you will execute, lead and manage Valuation functions by ensuring the accurate, timely & insightful data analysis, accounting & reporting from Valuation perspective of the entire investment portfolio that primarily includes fixed income securities and sizeable Alternatives, Equity, Derivatives and other investment types for quarterly and annual accounting close cycles by effectively planning, monitoring, and problem solving. You will be responsible for all things Valuation that include valuation matrix, valuation models, analysis of investment documents & indenture, to ensuring accuracy, completeness & transparent data insight for valuation and related reporting to senior management, internal & external auditors, other stakeholders & in compliance with accounting regulations. This includes the monitoring and governance, oversight, process change and transaction controls, including those executed by third parties that provide accounting services to the Company. You will also contribute to various initiative work focusing on increasing efficiency and adding value, while continuing to develop your project management skills, hone your skills in investment product accounting and related financial impacts. Your daily/monthly responsibilities will include, but are not limited to the following:

• SPOC & SME for all valuation matters related to the Investment portfolio
• Collaboration with Investment Management, ERM, Investment Operations, Reporting, Internal & External auditors and other stakeholders and provide timely, accurate, complete & insightful data analysis, reporting & presentation
• SME and key lead for the Valuation committees including presentation of quarterly, annual reporting and ad-hoc analysis
• A key SME & lead for Valuation function, that provide comprehensive analysis, reconciliation, pricing & review of valuation methodologies, data analytics and accounting & reporting
• Lead team for timely and accurate monthly \ quarterly accounting closes tasks
• Monitors, market, industry and peers' trends and overall macro environment
• Lead and participate in re-engineering & improvement projects for Valuation

The Minimum Qualifications

• 5+ years of experience in valuation, accounting, with focus on Fixed income assets class
• 3+ years of in-depth experience in valuation, from insurance or large fixed income manager
• Bachelor's degree in finance or business or related field

The Ideal Qualifications

• CFA, Statistic or Credit major, is preferred
• Experienced with Data Analytics, big data, trends with presentation and reporting
• Experienced with valuation models, methodologies and best practices
• Candidate must have advanced data management skills and through understanding of data flow & transactions cycle of fixed income security from trade to reporting, distress & recovery analysis
• Strong interpersonal and communication skills with emotional intelligence are essential
• Independent, self-motivated, detail-oriented and able to multi-task, sound judgement to deal with and manage conflicting priorities
• Cohesive, concise and clear communication and presentation style with ability to adapt & change

What to Expect as Part of MassMutual and the Team

• Regular meetings with the stakeholders & Controllers organization lead
• Focused one-on-one meetings with your manager
• 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 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 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 contact us and share the specifics of the assistance you need.EEO Statement (Opens in new window)MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.Salary Range: $128,000.00-$168,000.00

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

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