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Investment Product Associate

MassMutual
Posted 2 days ago, valid for 5 days
Location

Springfield, MA 01144, US

Salary

Competitive

Contract type

Full Time

By applying, a MassMutual account will be created for you. MassMutual's Terms & Conditions and Privacy Policy will apply.

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Sonic Summary

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  • MassMutual Investments is seeking an Investment Product Associate to support competitive intelligence and product strategy within their wealth management and variable products distribution channels.
  • The role requires a Bachelor's Degree and a minimum of 2 years of experience in retail wealth management within the Asset Management Industry.
  • The Investment Product Associate will conduct market research, competitive analysis, and support product management efforts to ensure market relevance and differentiation.
  • Candidates should have experience with financial modeling, competitor analysis using Morningstar, and a strong understanding of fixed income products.
  • The position offers competitive pay and benefits, as well as opportunities for professional development and networking within a diverse and inclusive environment.

The Opportunity

MassMutual Investments delivers innovative investment solutions across the Wealth Management and Variable Products distribution channels - designed to meet the evolving needs of financial advisors and their clients. As we continue to expand our reach and deepen engagement across these channels, the Investment Product Associate will play a pivotal role in supporting a forward-looking, collaborative approach to competitive intelligence and product strategy. We are seeking a highly motivated professional with a passion for innovation and client-centric thinking to help build differentiated investment solutions that respond to the dynamic landscape of the investment industry.

The Team

MassMutual Investments manages approximately $25 billion across more than 50 mutual funds, offering a broad range of fixed income, equity, and multi-asset class solutions. Our investment strategies are delivered through a diversified subadvised line-up, supported by partnerships with some of the world’s leading asset managers.

The Impact:

The Investment Product Associate will support the Head of Product Management in providing competitive research, product positioning, and business case development for new offerings and enhancements to the existing lineup — with focus on the wealth management and variable funds marketplace — ensuring the strategies remain differentiated, market-relevant, and aligned with evolving client needs.  This role demands investment industry expertise, with a strong focus on market trends, competitor analysis, and client-centric innovation. 

Specific responsibilities of this role include:

  • Conduct in-depth market research and competitive analysis to support cross-channel product initiatives.

  • Leverage third-party data platforms such as Morningstar to identify trends, benchmark performance, and uncover opportunities.

  • Translate research findings into actionable insights that inform product strategy, positioning, and development.

  • Support the Product Management team in collaboration with distribution, investments, legal, and marketing teams to align product innovation with market dynamics and business growth objectives.

  • Support strategic planning by delivering market intelligence, including market sizing and growth projections, competitive landscape analysis, and detailed pricing and product comparisons to guide data-driven decision-making.

  • Effectively disseminate key competitive intelligence across the organization, ensuring timely delivery and relevance to targeted internal audiences.

  • Develop comprehensive business cases and financial models to support the evaluation and launch of new investment products.

The Minimum Qualifications

  • Bachelor's Degree

  • 2+ years of experience working with or supporting retail wealth management business within the Asset Management 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

  • Experience in Product and/or Market Intelligence role in the Asset Management Industry. 

  • Demonstrated experience leveraging Morningstar Direct to conduct competitor analysis.

  • Financial modeling experience.

  • Experience in Fixed Income products with Wealth Management focus.

  • Technical experience with prospectus and financial statements.

  • Proven ability to succeed in a highly collaborative, cross-functional environment.

  • Exceptional organizational and analytical skills.

  • Strong entrepreneurial spirit and courage to drive change.

  • Excellent written and oral communication skills.

  • Ability to innovate, think big and develop creative solutions to problems.

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Product Management team 

  • 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

#LI-SB1

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.



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By applying, a MassMutual account will be created for you. MassMutual's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.