Investment Operations Analyst, Alternatives

Investment Operations Analyst, Alternatives

Alternatives & Structured Investments Team

Full-time

Boston MA

The Opportunity
As an Investments Operations Analyst on the Alternative Investments Product team, you’ll support a growing range of offerings, such as private placements, interval funds, and tax-efficient strategies. You will support a dedicated alternatives-focused team at the home office.

The Team

The Alternative and Structured Investment team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the high-net-worth space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.

The Impact:

As an Investment Operations Analyst, you will work closely with a variety of internal and external stakeholders, including internal operations, legal, compliance, external venders, fintech platforms, and financial advisors on a comprehensive range of offerings.

Key responsibilities:

• Gain proficiency in operational platforms and subscription processes across products.

• Resolve account opening, maintenance, and client onboarding/service issues.

• Assist with quarterly compliance reviews of marketing materials.

• Support the annual RFI process.

• Participate in ad hoc projects and business research.

• Prepare monthly sales reports and invoices.

• Update Intranet Site and educational materials.

• Provide timely, accurate responses to Financial Advisors and their assistants.

The Minimum Qualifications

• Bachelor’s degree

• 2+ years of experience in operations or project management in the financial services industry

• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

• Demonstrated expertise in high-net-worth client management and familiarity with the Financial Advisor operating model.

• Working knowledge of alternative investment funds and related operational terms is advantageous.

• Superior interpersonal abilities with a strong commitment to problem-solving.

• Proven ability to cultivate effective working relationships with colleagues, teams, and clients.

• Capable of managing multiple projects concurrently.

• Highly self-motivated and receptive to coaching.

• Assumes full ownership and accountability for assigned responsibilities.

• Possesses a strategic mindset and excels in cross-functional, collaborative environments.

• Experience in Alternative Investments.

• Thorough knowledge of FINRA/SEC rules and regulations.

• Possession of Series 7 and 63 licenses at the time of application

What You Can Expect at MassMutual  

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: 

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes  

• A collaborative environment where perspectives are welcomed   

• Access to learning, development, and internal networks that support continuous growth and skill-building over time  

• Employee-led communities and forums that foster connection, learning, and inclusion across the organization  

• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset 

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Salary Range:

$67,400-$88,400

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.

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 excee