Investment Data Operations Consultant

Investment Management Data Integrity Team

Full-Time - R equires rotating coverage until 7pm

Springfield, MA or Boston,

The Opportunity

As an Investment Data Operations Consultant candidate, you will play a critical role in a fast paced, complex, and collaborative environment, where you will continue to develop your investment knowledge and technical skills. This role offers the ability to learn the overall flow of data in the investment ecosystem and offers opportunity to work with teams across the organization that utilize investment data. The nature of the work will require perseverance, accountability, attention to detail and the ability to react to everchanging business needs.

• Monitoring of trade ingestion from all sources into the Investment Accounting System, resolving issues 'on the fly' or working with business partners to resolve.
• Understanding and maintaining Security Master File details and updating as needed across all asset types.
• Processing manual trade activity when needed and following appropriate controls.
• Performing daily trade and security master reconciliations, identifying breaks and root cause for remediation, escalating to appropriate partners when needed.
• Developing business acumen regarding corporate actions, paydowns and income payments and how activity flows through the system.
• You will be involved in projects with multiple disciplines that are investment data and technology related across investment management, pricing, the Datamart, and reporting.
• You will be expected to work independently and be a key resource for resolution of unique or complex business problems such as data issues within Eagle but also external data issues and working with vendors on resolutions.
• Utilizing SQL, excel, and other applications, to drive continuous improvement and efficiencies beyond scope of responsibility.
• Contribute to our successful transition to new technology solutions to automate and improve our processes.
• Successfully manage multiple priorities, communicate and collaborate effectively with various stakeholders across organization, and deliver on your commitments.
• Effectively collaborate with various stakeholders across the organization and build key relationships to maintain expertise in investment accounting and related financial impacts.
• Add value to the enterprise through close collaboration and partnership with other MassMutual business units.
• Understands how data flows through the financial systems to the accounting function, planning appropriately for changes and prioritizing and implementing enhancements.
• Uses professional insight to identify, initiate and/or lead initiatives and continuous improvement activities that increase efficiency and add value. Leads problem solving to improve quality, reduce issues, improve team collaboration and improve customer satisfaction.
• Demonstrates technical and leadership competencies and passion for continuous improvement.

• Bachelor's degree in finance, accounting, computer science, computer engineering or related field
• 5+ years of experience in investment operations processes and related data workflows.
• 5+ years of experience with SQL or SQL like languages

• Knowledge of Eagle PACE or like Data Management Tool
• Knowledge of Eagle STAR or like Investment Accounting platform
• Expert user of excel
• Expert user SQL/Oracle query tools
• MicroStrategy, or other reporting tool experience a plus
• Ability to perform independent research and serve as a key resource for resolution of unique or complex business problems
• Strong multi-tasking skills, ability to adapt to change and manage competing priorities
• Strong collaboration skills and the ability to work in a team-based environment
• Strong documentation skills
• Strong analytical skills

• Regular meetings with the Investment Data Quality 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