Investment Management (IM) is seeking an experienced communications and financial analysis professional to join the Investment Reporting & Communications team. Reporting to the Head of IM Financial Communications, this role will partner closely with the entire team to help develop and execute IM's financial communications strategy.
The successful candidate will be responsible for analyzing investment, financial, and business performance data and translating complex information into clear, compelling communications for executive leadership, boards, rating agencies, and other internal and external stakeholders. Working across Investment Management and key enterprise functions, this individual will help shape cohesive narratives that connect investment performance and strategic priorities to broader enterprise objectives.
This role requires a combination of strong analytical capabilities, communication expertise, business acumen, and relationship management skills. The ideal candidate will serve as a trusted partner to investment and corporate leaders, helping ensure that Investment Management's financial results, strategic initiatives, and market perspectives are communicated accurately, consistently, and effectively.
The Team
The Investment Management Reporting & Communications team is part of the IM Strategy & Governance Organization. The team plays a critical role in advancing Investment Management's strategic priorities by driving transparency, governance, and effective decision-making across the organization.
The broader Strategy & Governance organization is responsible for business strategy execution, governance, operating model evolution, budget oversight, board and rating agency engagement, investment compliance, due diligence, vendor oversight, manager oversight, investment data strategy, and enterprise stakeholder communications.
Impact / Key Responsibilities
Financial Communications & Strategic Partnership
- Partner with the Head of Investment Management Financial Communications to develop and execute Investment Management's financial communications strategy.
- Help shape and communicate the financial narrative surrounding investment performance, investment operations, portfolio positioning, and strategic initiatives.
- Translate complex investment, market, and business information into concise, insightful communications tailored to executive, board, and external audiences.
- Support the development of messaging that aligns Investment Management's results and priorities with enterprise objectives and financial outcomes.
- Collaborate with senior leaders and subject matter experts to identify key themes, trends, risks, opportunities, and business developments requiring communication.
Reporting & Presentation Development
- Develop executive-level presentations, reports, briefing materials, talking points, and supporting analyses for senior leadership, boards, rating agencies, and other stakeholders.
- Synthesize information from multiple investment, finance, risk, and operational teams into a cohesive and consistent narrative.
- Develop and maintain supporting analyses and attribution materials that reinforce key messages and strategic themes.
- Ensure messaging remains consistent across investment-related reporting and communications.
Cross-Functional Collaboration
- Partner with leaders across Investment Management, Finance, Risk, Actuarial, Strategy, Investor Relations, Enterprise Communications, and Media Relations to develop aligned messaging.
- Participate in regular business reviews, operating meetings, and strategic discussions to gather insights and understand emerging developments.
- Serve as a key point of coordination for investment-related communications efforts across multiple stakeholder groups.
Process & Governance
- Help establish and enhance end-to-end reporting and communications processes, ensuring accuracy, consistency, transparency, and strong governance.
- Develop a deep understanding of investment results and their underlying drivers to support effective communication and storytelling.
- Exercise independent judgment in analyzing information, identifying key insights, and developing recommendations.
- Contribute to continuous improvement efforts that enhance the quality, efficiency, and effectiveness of Investment Management communications.
Subject Matter Expertise
- Serve as a communications and financial analysis resource for colleagues and stakeholders across the organization.
- Stay informed on market developments, investment trends, and industry dynamics that may impact communications and stakeholder engagement.
- Support responses to rating agency, board, executive leadership, and other external stakeholder requests as needed.
Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, Actuarial Science, Communications, or a related field.
- 5+ years of experience in investment management, financial analysis, strategic communications, investor relations, life insurance, or consulting.
- 2+ years of demonstrated experience communicating complex information, interpreting investment data clearly and effectively through written materials, verbal presentations, and stakeholder interactions, with experience presenting to senior leaders, clients, or cross-functional teams.
- 2+ years demonstrated ability to independently manage complex projects and multiple competing priorities.
- 3+ years of experience with Microsoft Office Suite.
Ideal Qualifications
- MBA, CFA, CPA, or comparable advanced degree/designation.
- Experience supporting board reporting, rating agency engagements, investor relations, or executive communications.
- Experience using data management, reporting, or visualization tools.
- Experience within investment management, insurance asset management, insurance finance, rating agencies, or management consulting.
- Strong understanding of life insurance company investments, asset-liability management, and institutional asset management.
- Proven ability to build relationships and influence stakeholders across multiple functions and levels of the organization.
- Executive presence and experience interacting with senior leadership.
- Strong storytelling skills with the ability to translate complex data into actionable business insights.
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Investment Management Reporting & Communications Management Team
- 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
#LI-KM1
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.
Salary Range: $115,900-$152,100
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business, Actuarial Science, Communications, or a related field
- 5+ years of experience in investment management, financial analysis, strategic communications, investor relations, life insurance, or consulting
- 2+ years of experience communicating complex information and interpreting investment data through written materials, verbal presentations, and stakeholder interactions
- Experience presenting to senior leaders, clients, or cross-functional teams
- 2+ years of experience independently managing complex projects and multiple competing priorities
- 3+ years of experience with Microsoft Office Suite
- MBA, CFA, CPA, or comparable advanced degree or designation
- Experience supporting board reporting, rating agency engagements, investor relations, or executive communications
- Experience using data management, reporting, or visualization tools
- Experience within investment management, insurance asset management, insurance finance, rating agencies, or management consulting
- Understanding of life insurance company investments, asset-liability management, and institutional asset management
- Ability to build relationships and influence stakeholders across multiple functions and organizational levels
- Executive presence and experience interacting with senior leadership
- Strong storytelling skills and ability to translate complex data into actionable business insights
MassMutual Compensation & Benefits Highlights
How does MassMutual ensure its pay and bonus plans are competitive?
MassMutual supports competitive compensation through salary and bonus opportunities, retirement contributions, pay transparency practices and a broad benefits package that adds value beyond base pay. The company also uses long-running pay equity reviews and employee feedback to evaluate whether rewards are supporting employees across roles and life stages.
- Competitive pay and bonus opportunities: MassMutual describes its total rewards approach as holistic and flexible, with competitive salaries and bonuses designed to support employees’ financial well-being. Employees also point to compensation as part of the value proposition, with one sales assistant citing “great benefits and lots of flexibility,” and another employee describing the company’s “good leadership and benefits.”
- Retirement and financial benefits: MassMutual provides a 401(k) benefit of up to 10% of eligible compensation, including a 5% company match and a 5% annual company contribution. The company also treats eligible student loan payments like 401(k) contributions for matching purposes and begins monthly retirement healthcare account contributions for employees starting at age 45.
- Pay transparency and pay equity: MassMutual posts salary ranges in most job postings and has used an independent HR risk management firm to conduct annual adjusted pay gap reviews for 17 years. That approach connects compensation competitiveness with equity and accountability across the employee experience.
- Benefits as part of total rewards: MassMutual’s compensation includes health, dental and mental health benefits, caregiver leave, parental leave, bereavement leave, paid volunteer time, flexible holidays and a Well-Being Wallet of up to $1,250 annually. A head of human resources said, “It’s not about industry standards — it’s about supporting all employees’ well-being in ways that are meaningful to them.”
- External signals:
- Benefits value: Employees on external review sites regularly highlight benefits as a strength, with reviews calling out “excellent benefits,” “great benefits” and a “great benefits package.” (Glassdoor; Indeed)
- Compensation and retention: Employees surveyed on external review sites rate MassMutual’s perks and benefits an A-, with 100% saying perks and benefits play a role in staying at the company. (Comparably)
- Financial stability: MassMutual reported more than $10 billion in insurance and annuity benefits paid in 2025 and total adjusted capital above $34 billion, reinforcing the company’s long-term financial foundation. (MassMutual 2025 Annual Report)
Bottom line: MassMutual supports competitive pay through salary and bonus opportunities, strong retirement contributions, pay transparency, recurring pay equity reviews and benefits designed to support employees’ financial, physical, mental and family well-being.
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