Deal Analyst
Posted on: 9 Apr 2024
Boston, MA
Job Description
The Opportunity
The Deal Analysts will work directly with the Head of MMLIS Advisor Loan Programs to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.
The Team
Our team is high performing and focused on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management.
The Impact:
Align with the Head of MMLIS Advisor Loan Programs on:
Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS
Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis and dissemination of significant amounts of information with attention to detail and accuracy.
Interpret loan profitability requirements into meaningful insights to allow for rapid decision making.
Identification/development of key performance indicators applicable to analysis.
Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team
Develop presentation materials, and meeting collateral for Advisor Loan programs
Consult while providing directional guidance to data users.
Perform reporting and system testing related to system enhancements in scheduled timeframes.
The Minimum Qualifications
High School Diploma
3+ years experience in a client-facing analytics, strategy consulting, or financial analysis position in the financial services or insurance industry
1+ year advanced experience with Excel
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
Bachelor's Degree
Experience measuring/assessing financial risk
Experience analyzing datasets, identifying actionable insights, and communicate findings via presentations and/or dashboards
Experience presenting simple and compelling stories to audiences of all levels
Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement
Excellent written and verbal communication skills
Tableau and/or SAS software experience
Excel VBA experience
What to Expect as Part of MassMutual and the Team
Regular meetings with the Head of MMLIS Advisor Loan Programs
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.
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MassMutual
Springfield, MA
MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 160 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.
MassMutual is a mutual company. That means we don’t have shareholders. Instead, our members and participating policy owners are often described as sharing in our ownership. This generally means that, if you’re insured under one of MassMutual’s individual, participating whole life insurance policies, for example, you are a member entitled to vote for our Board of Directors. And if you own that participating policy, you may be eligible to share in any dividends we may declare.
As a mutual company, we operate for the benefit of our members and participating policyowners. We manage the company with a focus on their long-term interests and are not subject to the expectations of Wall Street analysts or stockholders. Throughout our history, this focus on the long-term has helped us provide financial and retirement security to millions of people. And while they're not guaranteed, we've consistently paid dividends to eligible participating policyowners since the 1860s. Our success is reflected in our financial strength ratings1, which are among the highest of any company in any industry.
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IndustryInsurance
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No. of Employees7,000
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Website
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Jobs Posted224
