This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
MassMutual - Chelsea, MA
posted about 2 months ago
About the position
The Investment Liaison at MassMutual plays a crucial role in managing relationships with investment managers and clients related to the BOLI/COLI investment portfolios. This position serves as the primary contact for investment-related matters, ensuring effective communication of investment strategies and performance. The role involves monitoring investment manager performance, participating in sales opportunities, and providing detailed presentations to clients and brokers.
Responsibilities
- Serve as the subject matter expert for investment-related matters pertaining to MassMutual's BOLI/COLI business line.
- Research and prepare presentation materials for client meetings and due diligence.
- Directly manage relationships with external investment management firms.
- Answer broker and client inquiries regarding the General Account and economic impacts.
- Participate and present at broker/client conferences and individual client visits.
- Responsible for investment reporting and analysis for $5 billion in BOLI separate accounts.
- Develop and monitor investment guidelines and manage investment manager relationships.
- Analyze existing and potential new managers and communicate investment styles to clients.
- Visit investment managers annually to build and maintain relationships.
- Oversee the investment analyst role and support client services' investment needs.
Requirements
- Strong knowledge of a full range of investment asset classes.
- Experience managing relationships with external investment managers or vendors.
- Experience in a financial services firm with exposure to investment terminology and analysis.
- Proficient in reviewing and analyzing written and numerical materials.
- Demonstrated ability to develop strong relationships with stakeholders, brokers, and clients.
- Ability to facilitate and present at conferences and in one-on-one meetings.
- Series 6 or 7 license required.
